Financial Investment Advisor – ANZSCO 222311

Typical tasks and duties

Financial Investment Advisor may perform the following tasks:

• interview clients to determine their financial status and objectives, discussing financial options and developing financial plans and investment strategies
• monitor investment performance, and review and revise investment plans based on changes in the market
• arrange to buy and sell stocks and bonds for clients
• advise on investment strategies, sources of funds and distribution of earnings
• set financial objectives, and develop and implement strategies to achieve them
• assist clients in meeting superannuation compliance requirements
• direct the collection of financial, accounting and investment information and the preparation of budgets, reports, forecasts and statutory returns.
• Qualification(s) assessed at AQF Bachelor degree or higher degree with a highly relevant field of study and at least one year of post-qualification highly relevant employment in the last five years; Or
• Qualification(s) assessed at AQF Bachelor degree or higher degree with an additional qualification at least Australian Qualifications Framework (AQF) Diploma level in a highly relevant field of study and at least two years of post qualification highly relevant employment in the last five years; Or
• Qualification(s) assessed at AQF Bachelor degree or higher degree without a highly relevant field of study and at least three years of post-qualification highly relevant employment in the last five years;