New entrants
Understand the role, entry requirements, exams, and training pathway.
Explore this pathwayA career built
around people.
Explore the responsibilities, learning, and entrepreneurial commitment involved in financial advisory.
Choose your starting point.
Different experiences call for different conversations.
Career switchers
Discuss transferable strengths, transition readiness, and how an advisory practice is built.
Explore this pathwayExperienced advisers
Explore the platform, support, leadership opportunities, and transition considerations.
Explore this pathwayAn informed decisionUnderstand the work
Understand the work
before the move.
Advisory involves client relationships, ongoing learning, and responsibility. Discuss compensation structure, business development expectations, licensing, and available support before deciding.
Do I need to be licensed before enquiring?
New entrants can enquire about the pathway. Eligibility, examinations, and appointment requirements should be confirmed with the recruitment team.
What does the assessment tell me?
It is a reflection tool for a career conversation. It does not guarantee career success or determine an employment outcome.
Consultant Career Fit
Reflect on your motivations, strengths, and readiness for an advisory career.
10 questions · About 5 minutesStart free assessment (opens in a new tab)
Let’s begin
Speak with IWAExplore your future with IWA.
Tell us what matters to you. We’ll help identify the right starting point.