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Investment Advisor

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An Investment Advisor offers clients tailored investment advice, discussing financial goals and strategies while suggesting options like superannuation and shares.

  • This role has a low level of AI exposure. Core skills such as adaptability, social intelligence, and complex physical tasks remain beyond the capabilities of current AI.
AI exposure data adapted from Felten, Raj & Seamans (2021). Shortage data sourced from Jobs and Skills Australia (2024).

How do I become a investment advisor

Get qualified to work as a investment advisor with a course recognised across Australia. Speak to a training provider to learn more.

Common questions

In Australia, a full time Investment Advisor generally earns $2,250 per week ($117,000 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.

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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

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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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Further reading

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Investment Advisor careers

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.