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

LGT Crestone Wealth Management Ltd

Baker Young Stockbrokers Ltd

Morgans Financial Ltd

Burrell Stockbroking Wealth Management Pty Ltd

Morgan Stanley Wealth Management Ltd

Ord Minnett Ltd

E&P Financial Group Ltd

Shaw and Partners Ltd

Euroz Hartleys Ltd

Taylor Collison Ltd

JBWere Ltd

Wilsons Advisory and Stockbroking Ltd

Joseph Palmer & Sons

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.