Financial Planner/Adviser

Financial Investment Advisers develop and implement financial plans for individuals or organisations, and advise on investment strategies and their taxation implications, securities, insurance, pension plans and real estate.

Employment Pathway

A formal qualification in finance, accounting, commerce or economics is usually needed to work as a Financial Investment Adviser. Vocational Education and Training (VET) and university are both common study pathways.

Registration with the Australian Security and Investments Commission is required.

Top Skills Required

• Active Listening - Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times
• Critical Thinking - Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems
• Judgment and Decision Making - Considering the relative costs and benefits of potential actions to choose the most appropriate one
• Reading Comprehension - Understanding the meaning of written sentences and paragraphs
• Speaking - Talking to others to convey information effectively