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 organizations to obtain services outlined in financial plans
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