Financial Investment Advisers and Managers

Below are details about the field of study you have chosen to explore, as well as some potential careers.

Back to Careers

Financial Investment Advisers and Managers

Financial Investment Advisers and Managers develop financial plans for individuals and organisations, and invest and manage funds on their behalf.

Fun facts

  • Strong Future Growth
  • 2887 Weekly Pay Before Tax
  • 84% full-time Full-Time Share
  • 31% female Gender Share


There are many tasks done by financial investment advisers and managers. A few are listed below:

  • interviewing prospective clients to determine financial status and objectives, discussing financial options and developing financial plans and investment strategies
  • monitoring investment performance, and reviewing and revising investment plans based on modified needs and changes in markets
  • recommending and arranging insurance cover for clients
  • arranging to buy and sell stocks and bonds for clients
  • advising on investment strategies, sources of funds and the distribution of earnings
  • setting financial objectives, and developing and implementing strategies for achieving the financial objectives
  • managing funds raised from personal superannuation savings policies and unit trusts
  • assisting in meeting superannuation compliance requirements
  • directing the collection of financial, accounting and investment information and the preparation of budgets, reports, forecasts and statutory returns
  • may refer clients to other organisations to obtain services outlined in financial plans

Specific occupations

  • Financial Investment Adviser
  • Financial Investment Manager
  • Financial Planning Adviser
  • Portfolio Manager
  • Superannuation Funds Manager
  • Unit Trust Manager

Natasha Mandie, EM Advisory

Learn about Natasha’s journey and how she built a successful company, EM Advisory.