State/Territory Eligibility Summary Table

State/Territory Eligibility Details

222311: Financial Investment Adviser

Description

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 1

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

  VETASSESS: Vocational Education and Training Assessment Services
  	http://www.vetassess.com.au/
  	[email protected]

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

Description

Develop financial plans for individuals and organisations, and invest and manage funds on their behalf.

Indicative Skill Level

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.

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

Other occupations in this Unit Group

• 222312: Financial Investment Manager  

• Occupation ceilings programme year 2018-2019
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Explanatory Notes - Information

Eligibility

The term “may be eligible” relates to general eligibility and should not be misinterpreted as your individual eligibility to apply for a visa. Note that additional specific requirements and criteria also apply to visa eligibility (e.g. higher English requirements, evidences of a job offer, etc).

Definitions

• Occupation List refers to the register of professional occupations which might qualify for an Australian Visa. There are 7 skilled occupation lists in total.
• MLTSSL is the acronym for 'Medium and Long-term Strategic Skills List'.
• STSOL is the acronym for 'Short-term Skilled Occupation List'.
• ROL is the acronym for 'Regional Occupation List'.
• IMMI 18/051, IMMI 18/048, IMMI 18/049, IMMI 18/43, IMMI 18/050 refer to current Legislative Instruments which list the table of occupations appropriate for the respective visa programmes.
• Conditions refer to current caveats applying for a particular occupation under specific visa programmes.

Disclaimer

The information in this website is intended to provide general information in relation to Australia’s General Skilled Migration program and the possible visa options for a particular occupation. Anzscosearch makes no warranty and will not be held liable for any loss or damage, whether direct or consequential in connection with the use of information contained in this website.

While due care has been taken to ensure that the content is kept-up-to-date and correct, the currency and thus accuracy of the information cannot be guaranteed due to the frequent changes in migration law, policy and procedures and related processes.

It is important that you directly check the information published on official websites of the Department of Home Affairs, skills assessment bodies and other government agencies such as a state/territory governments.