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Investment Advisor Courses

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.

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Popular Investment Advisor Courses

There are 10 courses available for people who want to become an Investment Advisor. These are the top 5 most popular courses.

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Frequently Asked Questions

How much does an Investment Advisor earn?

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.

What are the job opportunities for an Investment Advisor?

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

How do I become an Investment Advisor?

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.

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Job Pathways

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.