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Financial Adviser » Overview

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Financial Adviser

Financial advisers look at a client's personal or lifestyle situation and objectives, help identify their cash flow management and insurance needs, and give advice to help the client protect and build assets. Financial advisors are trained specialists in investments and financial planning. They offer advice on investments, savings, budgeting and dealing with debt.

Financial advisors must be able to predict and foresee future economic trends, deciding where would be best for their clients to invest, calculating liabilities and explaining to clients how stocks are best distributed. 

Medium_5b73403e2c600630df5f10ae1849c4e2 Scott Sparks
Financial Analyst

Hands-on learning and a teaching style based on applying theory to real life situations are praised by financial analyst Scott Sparks as... read more »

Medium_dsc_3130 Simon
Head of Finance Change and Stress Testing

Study Related Questions   What did you study? I studied a Bachelor of Management Studies (BMS) at Waikato University Why... read more »

Medium_cfman_edited-1 David
Corporate Finance

Study related questions   What did you study? I studied a Bachelor of Business Studies majoring in Finance and... read more »