Financial Investment Managers invest and manage sums of money and assets on behalf of others over an agreed period of time, in order to generate income and profit.

Specialisations: Superannuation Funds Manager, Unit Trust Manager.

You usually need a formal qualification in finance, accounting, commerce or economics to work as a Financial Investment Manager. Financial Investment Managers often have university qualifications.

Tasks

  • Interviews prospective clients to determine financial status and objectives, discusses financial options and develops financial plans and investment strategies.
  • Monitors investment performance, and reviews and revises investment plans based on modified needs and changes in markets.
  • Recommends and arranges insurance cover for clients.
  • Arranges to buy and sell stocks and bonds for clients.
  • Advises on investment strategies, sources of funds and the distribution of earnings.
  • Sets financial objectives, and develops and implements strategies for achieving the financial objectives.
  • Manages funds raised from personal superannuation savings policies and unit trusts.
  • May refer clients to other organisations to obtain services outlined in financial plans.

More about Financial Investment Advisers and Managers

All Financial Investment Advisers and Managers

  • $2,307 Weekly Pay
  • Stable Future Growth
  • Lower unemployment Unemployment

Financial Investment Managers

  • 7,100 workers Employment Size
  • Very high skill Skill level rating
  • 79% Full-Time Full-Time Share
  • 47 hours Average full-time
  • 44 years Average age
  • 30% female Gender Share

The number of people working as Financial Investment Managers (in their main job) grew strongly over 5 years:
from 6,300 in 2011 to 7,100 in 2016.

  • Size: This is a small occupation.
  • Location: Many Financial Investment Managers work in New South Wales.
  • Industries: Most work in Financial and Insurance Services; Rental, Hiring and Real Estate Services; and Public Administration and Safety.
  • Full-time: Many work full-time (79%, higher than the average of 66%).
  • Hours: Full-time workers spend around 47 hours per week at work (compared to the average of 44 hours).
  • Age: The average age is 44 years (compared to the average of 40 years).
  • Gender: 30% of workers are female (compared to the average of 48%).

Employment Outlook

Number of Workers

No data is available for the selected graph for this Occupation.

Weekly Earnings

Weekly Earnings (Before Tax)

No data is available for the selected graph for this Occupation.

Main Industries

Main Employing Industries (% Share)

Source: Based on ABS Census 2016, Customised Report. Industries are based on the Australian and New Zealand Standard Industrial Classification (ANZSIC 06).
Main Employing IndustriesIndustry (% share)
Financial and Insurance Services72.0
Rental, Hiring and Real Estate Services9.1
Public Administration and Safety3.8
Professional, Scientific and Technical Services3.6
Other Industries11.5

States and Territories

  • NSW

  • VIC

  • QLD

  • SA

  • TAS

  • NT

  • ACT

Employment by State and Territory (% Share)

Source: Based on Based on ABS Census 2016, Customised Report. Share of workers across Australian States and Territories, in this job compared to the all jobs average.
StateFinancial Investment ManagersAll Jobs Average
NSW50.531.6
VIC26.125.6
QLD11.320.0
SA3.77.0
WA6.310.8
TAS0.82.0
NT0.31.0
ACT1.01.9

Age Profile

Age Profile (% Share)

Source: Based on Based on ABS Census 2016, Customised Report. Age profile of workers in this job compared to the all jobs average.
Age BracketFinancial Investment ManagersAll Jobs AverageAll Jobs Average
15-190.1-5.05.0
20-241.7-9.39.3
25-3418.2-22.922.9
35-4430.9-22.022.0
45-5425.4-21.621.6
55-598.2-9.09.0
60-645.2-6.06.0
65 and Over10.4-4.24.2

Education Level

Highest Level of Education (% Share)

Source: ABS, ABS Census 2016, Customised Report. Highest qualification completed by workers in this job (in any field of study). Qualifications needed by new workers might be different from the qualifications of workers already in the job.
Type of QualificationFinancial Investment ManagersAll Jobs AverageAll Jobs Average
Post Graduate/Graduate Diploma or Graduate Certificate29.2-10.110.1
Bachelor degree45.5-21.821.8
Advanced Diploma/Diploma9.8-11.611.6
Certificate III/IV3.7-21.121.1
Year 128.4-18.118.1
Year 110.9-4.84.8
Year 10 and below2.4-12.512.5

You usually need a formal qualification in finance, accounting, commerce or economics to work as a Financial Investment Manager. Financial Investment Managers often have university qualifications.

Registration with the Australian Security and Investments Commission is needed to work as a Financial Investment Manager. Membership with the Association of Financial Advisors may also be useful.

Checks, licences and tickets

You may need:

  • Australian Financial Services licence

Thinking about study or training?

Before starting a course, check it will provide you with the skills and qualifications you need.

  • Search and compare thousands of higher education courses, and their entry requirements from different institutions across Australia at Course Seeker website.
  • Compare undergraduate and postgraduate student experiences and outcomes on the QILT website.
  • Compare Vocational Education and Training (VET) courses, providers and student outcomes on the My Skills website.
  • You might be interested in Financial Services VET training pathways on the AAPathways website.

Or check out related courses on Job Outlook.

Useful links and resources


The course listings on this page are provided by Good Education Group.

Employers look for Financial Investment Advisers and Managers who can communicate clearly, work well in a team and have strong interpersonal skills.

Filter Skills & Knowledge

Knowledge

These are important topics, subjects or knowledge areas.

  1. Economics and Accounting

    78% Skill level

    Economics and accounting, the financial markets, banking and checking and reporting of financial data.

  2. Mathematics

    78% Skill level

    Arithmetic, algebra, geometry, calculus, or statistics.

  3. English Language

    70% Skill level

    English language including the meaning and spelling of words, rules of composition, and grammar.

  4. Administration and Management

    67% Skill level

    Business principles involved in strategic planning, leadership, and coordinating people and resources.

  5. Customer and Personal Service

    65% Skill level

    Understanding customer needs, providing good quality service, and measuring customer satisfaction.

Occupational Information Network
O*NET is a trademark of the U.S. Department of Labor, Employment and Training Administration.
The skills and importance ratings on this page are derived from the US Department of Labor O*NET Database Version 21.2, 11-9199.03 - Investment Fund Managers.

Learn about the daily activities, and physical and social demands faced by workers. Explore the values and work styles that workers rate as most important.

Filter Work Environment

Demands

The physical and social demands workers face most often are shown below.

  1. Electronic Mail

    100% Important

    How often do you use electronic mail?

  2. Telephone

    98% Important

    How often do you talk on the telephone?

  3. Face-to-Face Discussions

    95% Important

    How often do you talk with people face-to-face?

  4. Spend Time Sitting

    95% Important

    How much time do you spend sitting?

  5. Indoors, Heat Controlled

    93% Important

    How often do you work indoors with access to heating or cooling?

Occupational Information Network
O*NET is a trademark of the U.S. Department of Labor, Employment and Training Administration.
The skills and importance ratings on this page are derived from the US Department of Labor O*NET Database Version 21.2, 11-9199.03 - Investment Fund Managers.

go to top