WORKING IN NEW ZEALAND

Financial Planning Adviser

Develops and implements financial plans for individuals, businesses and organisations, and advises on tax and investment strategies, securities, insurance, pension plans and real estate.

SKILL LEVEL:

The entry requirement for this occupation is an Australian Qualification Framework Diploma or higher qualification. In some instances relevant experience is required in addition to the formal qualification.

TASKS INCLUDE:

• interviews prospective clients to determine financial status and objectives
• analyses client’s financial status, discusses financial options and develops financial strategies
• eviews and revises plans based on modified needs and changes in investment markets
• recommends and arranges insurance cover for clients
• may refer clients to other establishments to obtain services outlined in financial plan
• may arrange to buy and sell stocks and bonds for client
• may rent, buy and sell property under clients’ instructions