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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_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_beb74c70d67cfd680e9dc89e05b2847a Regan Butler
Associate at Grant Thornton New Zealand

Study What did you study? Bachelor of Commerce, major in accounting with a minor in economics. Why did you choose this... read more »

Medium_stella_saris Stella Saris
Diversified and Industrial Analyst

I started working as an Analyst in the Diversified Industrials sector, Relationship Building, Institutional. After my first role, I moved... read more »