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Last list update: 21 April 2021 | see more
EOI Backlog current to: 28/02/2021
222311: Financial Investment Adviser
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Visa Options -
State/Territory -
Details -
ANZSCO -
Backlog -
DAMA
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Possible Visa Options
Visa Type Eligibility *Caveats Legislative Instrument MLTSSL STSOL ROL Visa Subclass 189 Skilled IndependentLIN 19/051 Visa Subclass 190 Skilled NominatedLIN 19/051 Visa Subclass 491 State/Territory nominatedLIN 19/051 Visa Subclass 491 Family SponsoredLIN 19/051 Visa Subclass 485 Graduate WorkLIN 19/051 Visa Subclass 482 TSS: Medium & Short termLIN 19/048 Labour Agreement DAMAVisa Subclass 186 ENS: TRT & DELIN 19/049 Visa Subclass 187 RSMS: TRTLIN 19/047 Visa Subclass 494 SESR: Employer SponsoredLIN 19/219,
LIN 19/260Visa Subclass 407 Training: Enhance skillsLIN 19/050 *Caveats / Applicable circumstances:
No conditions apply
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State/Territory Eligibility Summary Table
State/Territory Nomination Visa Subclass 190 Visa Subclass 491 List ACT Australian Capital Territory NSW New South Wales NT Northern Territory QLD Queensland (Offshore) SA South Australia TAS Tasmania Category 1 (Graduates) VIC Victoria WA Western Australia (General stream) Occupation is IN the State/Territory Skilled Occupation List and MAY be eligible if you meet the specific State/Territory nomination requirements (relevant work experience, suitable employment offer, etc.) Occupation MAY be eligible if you meet the State/Territory nomination requirements Occupation MAY NOT be eligible Stream NOT applicable to the visa Subclass; or State/Territory currently not accepting applications -
State/Territory Eligibility Details
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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 is required.
Skill Level 1 / Skill Level NZ 2
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Assessing Authority
VETASSES Professional Occupation Group B | What is this?
- 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 the qualifications and experience outlined below.
In Australia:
Bachelor degree or higher qualification. At least five years of relevant experience may substitute for the formal qualification (ANZSCO Skill Level 1)
In New Zealand:
NZQF Diploma, or at least three years of relevant experience (ANZSCO Skill Level 2)
In some instances relevant experience and/or on-the-job training may be required in addition to the formal qualification.
Registration or licensing is 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 program year 2020-2021
- Average Weekly / Annual Earnings 2018
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Backlog & Invitations issued
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DAMA - Designated Area Migration Agreement
Concessions DAMA List English TSMIT Age Skills* PR Comments WA The Goldfields Designated Area Migration Agreement
up to 55 yearsWhat is DAMA? | Access all DAMA lists
Notes
- English, TSMIT (Temporary Skilled Migration Income Threshold), Age, Skills & Experience and PR Pathway are concessions that may be available for this occupation under the relevant DAMA.
- Skills*: Skill requirements vary depending on whether the occupation is on a relevant skilled list as well as its skill level. Check the information available in the corresponding DAR website.
- The table above literally reproduces the information published by the different Designated Area Representatives (DARs) in their DAMA Occupation lists. Concessions available (e.g PR pathway for applicants under NT DAMA) which have not been included by the DARs in relevant DAMA lists have also not been included above. Users should carefully review all information available in the DAR websites in relation to concessions.
Australian Bureau of Statistics, 2013, ANZSCO - Australian and New Zealand Standard Classification of Occupations, 2013, Version 1.3, cat. no. 1220.0, https://www.abs.gov.au/ausstats/abs@.nsf/mf/1220.0
