222311 FINANCIAL INVESTMENT ADVISER

Occupation Overview:

Financial Investment Adviser belongs to the occupation unit group of 2223 Financial Investment Advisers and Managers and is a Skill Level 1 & 2 occupation in Australia. In other words, a financial investment adviser must 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.

Key Tasks:

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.

Alternative Title:

Financial Planning Adviser

Skills Assessment Authority:

VETASSESS is Australia’s leading vocational education and training assessment provider. It is the designated skills assessing authority for migration purposes for over 300 General Professional Occupations approved by the Department of Home Affairs (DHA).

UNIT GROUP 2223 Financial Investment Advisers and Managers

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 Include:

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

Occupations:

222311 Financial Investment Adviser
222312 Financial Investment Manager

Australian Visa Options for 222311 Financial Investment Adviser

This occupation has access to the following Australian immigration programs:

If you are interested in understanding more about migrating to Australia and the prospect of working and living in Australia, please book a consultation with Ausdirect Migration today and our immigration experts will guide you along the journey.

222311 FINANCIAL INVESTMENT ADVISER