Careers information

Interested in a career in investment advice?

If you are looking for a career that:

  • has flexible working hours
  • unlimited earning potential and
  • makes a difference to people’s lives

you can reach out to our member firms listed below to find out more information about their graduate and internship programs and the different locations in which they operate.

Argonaut Securities Pty Ltd
www.argonaut.com

LGT Crestone Wealth Management Ltd
www.lgtcrestone.com.au

Baker Young Stockbrokers Ltd
www.bakeryoung.com.au

Morgans Financial Ltd
www.morgans.com.au

Burrell Stockbroking Wealth Management Pty Ltd
https://www.burrell.com.au

Morgan Stanley Wealth Management Ltd
www.morganstanley.com.au

Ord Minnett Ltd
www.ords.com.au

E&P Financial Group Ltd
www.eap.com.au

Shaw and Partners Ltd
www.shawandpartners.com.au

Euroz Hartleys Ltd
www.euroz.com

Taylor Collison Ltd
www.taylorcollison.com.au

JBWere Ltd
www.jbwere.com.au

Wilsons Advisory and Stockbroking Ltd
www.wilsonsadvisory.com.au

Joseph Palmer & Sons
www.jpalmer.com.au

Education requirements and national exam for advisers working with retail clients 

Education and training standards apply to investment advisers who work with retail clients as part of the professional standards for financial advisers.

For new investment advisers, the minimum education requirement is an approved bachelor’s degree (AQF7 level) comprising 24 subjects, or above or equivalent. Find out more about the approved degrees.

Where a new investment adviser already holds an appropriate qualification, they can meet the education standard by attaining an approved graduate diploma (AQF8 level) comprising eight subjects.

A new investment adviser (i.e. a person training to become a financial adviser) must pass the national exam — find out more about the exam.