Overview
Invests and manages sums of money and assets on behalf of others over an agreed period of time, in order to generate income and profit. Registration or licensing may be required.
Skills
Most occupations in this unit group have a level of skill commensurate with a bachelor degree or higher qualification. At least five years of relevant experience may substitute for the formal qualification. In some instances relevant experience and/or on-the-job training may be required in addition to the formal qualification (ANZSCO Skill Level 1).
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
Alternative Titles
- Portfolio Manager
Specialisations
- Superannuation Funds Manager
- Unit Trust Manager
Related Occupations
Source: 1220.0 - ANZSCO - Australian and New Zealand Standard Classification of Occupations, First Edition.
Note: The tasks associated with the occupation are to be used as guidance only. The tasks listing may include tasks associated with the grouping/category to which the occupation belongs.
Training Pathways
6 courses found.
- Course name:
-
FNS51022: Diploma of Financial Markets
- View on:
- Training.gov.au
- Providers:
- Course name:
-
FNS50722: Diploma of Superannuation
- View on:
- Training.gov.au
- Providers:
- Course name:
-
FNS50715: Diploma of Superannuation
- View on:
- Training.gov.au
- Superseded by:
- FNS50720 : Diploma of Superannuation
- Providers:
- Course name:
-
FNS40920: Certificate IV in Superannuation
- View on:
- Training.gov.au
- Offered as:
- Traineeship
- Providers:
- Course name:
-
FNS40915: Certificate IV in Superannuation
- View on:
- Training.gov.au
- Offered as:
- Traineeship
- Superseded by:
- FNS40920 : Certificate IV in Superannuation
- Providers:
- Course name:
-
11099NAT: Diploma of Company Analysis and Portfolio Management
- View on:
- Training.gov.au
- Providers:
Course name | Providers |
---|---|
FNS51022: Diploma of Financial Markets
|
|
FNS50722: Diploma of Superannuation
|
|
FNS50715: Diploma of Superannuation
|
|
FNS40920: Certificate IV in Superannuation
|
|
FNS40915: Certificate IV in Superannuation
|
|
11099NAT: Diploma of Company Analysis and Portfolio Management
|