Last update: 13 September 2019 | see more
222311: Financial Investment Adviser
State Eligibility Details
Possible Visa Options
*Caveats / Applicable circumstances:
No conditions apply
State/Territory Eligibility Summary Table
State/Territory Nomination Visa Subclass 190 Visa Subclass 489 List ACT Australian Capital Territory NSW New South Wales NT Northern Territory QLD Queensland ('Offshore' list) SA South Australia TAS Tasmania VIC Victoria WA Western Australia (General stream) Occupation MAY be eligible Occupation in the 'Supplementary Skilled List' or 'Special Conditions Apply' Occupation NOT on relevant 'State Occupation List', or 'Closed' status; but MAY still be eligible if you meet the requirements Occupation MAY be available for onshore applicants Occupation MAY NOT be eligible
State/Territory Eligibility Details
DAMA - Designated Area Migration Agreement
222311: Financial Investment Adviser
- Develops 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 Level
- Occupations at Skill Level 1 have a level of skill commensurate with a bachelor degree or higher qualification. At least five years of relevant experience may substitute for the formal qualification. In some instances relevant experience and/or on-the-job training may be required in addition to the formal qualification.
- Assessing Authority
- Alternative Titles
- Financial Planning Adviser
Alternative titles are any commonly used alternative title (or titles) for the occupation. These alternative titles have the same meaning as the principal title but may be less commonly used.
Unit Group 2223: Financial Investment Advisers and Managers
- Develop financial plans for individuals and organisations, and invest and manage funds on their behalf.
- Most occupations in this unit group have a level of skill commensurate with a bachelor degree or higher qualification. At least five years of relevant experience may substitute for the formal qualification. In some instances relevant experience and/or on-the-job training may be required in addition to the formal qualification (ANZSCO Skill Level 1).
Registration or licensing may be required.
Indicative Skill Level
- 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
- Other occupations in this Unit Group
- 222312: Financial Investment Manager
- Occupation ceilings program year 2019-2020
- Average Weekly / Annual Earnings 2018
Australian Bureau of Statistics 2013, ANZSCO - Australian and New Zealand Standard Classification of Occupations, 2013, Version 1.2, cat. no. 1220.0, https://www.abs.gov.au/ausstats/[email protected]/mf/1220.0