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An Investment Advisor provides clients with advice on investment opportunities and services. You’ll discuss customers’ financial goals and determine strategies to help them invest successfully. Investment Advisors might suggest a range of investment options and may specialise in a particular area such as superannuation, shares or insurance.
Investment Advisors should have strong interpersonal skills and be able to understand the individual needs of their clients. It’s important you can communicate well and work as part of a team. Investment Advisors should have a strong knowledge of financial products and services and be up to date with financial market activity.
There are 9 courses available for people who want to become an Investment Advisor. These are the top 5 most popular courses.
Possible job outcomes:
The Master of Business Administration (Finance) combines recent, pertinent industry research with a deep understanding of core financial principles and markets. This educational pathway introduces students to the dynamics of corporate finance, honing their analytical, planning, and interpersonal skills. Designed to facilitate a smooth transition into senior management roles, it nurtures adept professionals equipped to navigate the complex landscape of the finance sector, ensuring a readiness to undertake roles with significant responsibilities and strategic insight..
Average duration: 24 months.
The Master of Finance (Financial Planning) delivers a profound understanding of strategies and tools essential for effective financial advisement. This course covers comprehensive financial analysis, wealth management, and retirement planning, ensuring students are equipped to guide individuals and institutions towards fiscal stability. Graduates will be adept at crafting tailored financial roadmaps, ensuring long-term prosperity. This course is crafted for those who aspire to excel in the nuanced realm of financial planning and advisement. .
The Master of Financial Planning delivers advanced knowledge and skills essential for a modern financial adviser's career. It covers both the practice and theory of financial planning, encompassing financial markets, investments, risk management, taxation, retirement and estate planning, and behavioural finance. This course equips students with a comprehensive understanding of the financial advising landscape, preparing them for successful careers in financial planning and advisory roles. .
Average duration: 18 months.
The Bachelor of Business (Financial Planning) offers an extensive understanding of crafting financial strategies tailored to individual client needs and risk profiles. This course covers investment, taxation, retirement, and estate planning. It also delves into market theories, securities assessment, and client-advising techniques within regulatory frameworks. Advanced technology such as Bloomberg terminals is used for real-time financial market analysis and research. Upon completion, graduates will be proficient in both advising techniques and technology-assisted analysis, prepared for various financial planning roles..
Average duration: 3 years.
The Bachelor of Business (Finance) offers an in-depth understanding of core financial concepts and skills vital for a career in finance. This course includes topics such as financial management, investment analysis, and risk management, along with foundational financial planning principles. Students will also gain practical abilities in budgeting, forecasting, and financial reporting through hands-on projects and real-world scenarios. Upon completion, graduates will be well-equipped with both theoretical knowledge and practical skills highly valued in the finance industry..
In Australia, a full time Investment Advisor generally earns $1,400 per week ($72,800 annual salary) before tax. This is a median figure for full-time employees and should be considered a guide only. As you gain more experience you can expect a potentially higher salary than people who are new to the industry.
The number of people working in this industry has decreased slightly in recent years. There are currently 24,100 people employed as an Investment Advisor in Australia compared to 24,900 five years ago. Investment Advisors may find work across all regions of Australia.
Source: Australian Government Labour Market Insights
If you’re interested in a career as an Investment Advisor, consider enrolling in a Certificate IV in Finance and Mortgage Broking. You could also consider a Certificate IV in Business (Finance) or a Diploma of Finance and Mortgage Broking Management. An Advanced Diploma of Accounting may also be suitable.
We’ll find nearby campuses and check if you’re eligible for funding in your state.
Here are some potential career pathways within financial planning and stockbroking. Click on an occupation to learn more about the role and the qualifications that can help you get started in this industry.
Financial Planning
Financial Assistant
$960 weekly pay
Budget Analyst
$1,250 weekly pay
Corporate Finance Analyst
Financial Advisor
$1,340 weekly pay
Financial Planner
Investment Analyst
Paraplanner
$1,440 weekly pay
Small Business Financial Advisor
$1,350 weekly pay
Tax Adviser
Asset Manager
$1,500 weekly pay
Chartered Financial Analyst
Cost Controller
$2,115 weekly pay
Credit Risk Analyst
Finance Consultant
Finance Manager
$2,900 weekly pay
Financial Analyst
$2,125 weekly pay
Fund Manager
$1,550 weekly pay
Hedge Fund Manager
Investment Advisor
$1,400 weekly pay
Investment Banker
Investment Consultant
Investment Manager
Wealth Manager
Stockbroking
Portfolio Analyst
Stockbroker
Learn more about Investment Advisor courses in your area.