Financial Adviser

Description

Develop, prepare and implement financial plans and investment strategies for individuals and organisations, and advise on investment strategies, cash management, insurance, retirement and estate planning, real estate and wealth management.

Tasks include

• Interviews prospective clients to determine financial status and objectives, discuss financial options, and develop financial plans and investment strategies
• Sets financial objectives, and develops and implements strategies for achieving the financial objectives
• Monitors investment performance, and reviews and revises financial plans and investment strategies based on modified needs and changes in markets
• Arranges to buy and sell financial products for clients
• May refer clients to other organisations to obtain services outlined in financial plans, such as welfare entitlements, superannuation and aged care arrangements