Search for a Gold Coast Course
Job Demand: High
Average weekly wage: $1,701
Where you could work:
Banks - St George Bank, Bendigo Bank, Wespac
Financial Planners - Quill Group, Morgans, Integral Private Wealth, Steward Funding
Superannuation Companies - Hesta, MLC, CBus
Financial Investment Advisers / Financial Planners do the following tasks:
- 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