Occupation Profile – Financial Investment Adviser – (ANZSCO 222311) – Skilled / Employer-Sponsored Migration

Occupation TitleFINANCIAL INVESTMENT ADVISER
ANZSCO Code222311
Occupations in this Group222311 Financial Investment Adviser
222312 Financial Investment Manager
DescriptionDevelops and implements financial plans for individuals or organisations, and advises on investment strategies and their taxation implications, securities, insurance, pension plans and real estate. Registration or licensing may be required.
Skill Level1
Alternative TitleFinancial Planning Adviser
Occupation ListShort-term Skilled Occupation List (STSOL)
Combined list of eligible skilled occupations for subclasses 457 and 186
Tasks-interviewing prospective clients to determine financial status and objectives, discussing financial options and developing financial plans and investment strategies
-monitoring investment performance, and reviewing and revising investment plans based on modified needs and changes in markets
-recommending and arranging insurance cover for clients
-arranging to buy and sell stocks and bonds for clients
-advising on investment strategies, sources of funds and the distribution of earnings
-setting financial objectives, and developing and implementing strategies for achieving the financial objectives
-managing funds raised from personal superannuation savings policies and unit trusts
-assisting in meeting superannuation compliance requirements
-directing the collection of financial, accounting and investment information and the preparation of budgets, reports, forecasts and statutory returns
-may refer clients to other organisations to obtain services outlined in financial plans
Skills Assessment AuthorityVETASSESS
Related Occupations222312 Financial Investment Manager
State Sponsorship OptionsSkilled Nominated visa (subclass 190) Sponsorship
Skilled Regional (Provisional) visa (subclass 489) Sponsorship
English RequirementsCompetent English (e.g. IELTS: at least 6 in each skill)