Who this may suit
Financial planners, investment advisers, paraplanners and associate advisers considering Australian employment and migration.
Key considerations
- VETASSESS assesses 222311 under Group B.
- A migration assessment does not authorise Australian financial-advice practice.
- The occupation is on the STSOL and CSOL, subject to each visa route’s requirements.
Describe your role in financial planning
VETASSESS distinguishes developing or implementing financial plans from employment mainly involving product sales or investment research. Its current occupation guidance includes Financial Planning Adviser, Paraplanner and Associate Advisor as suitable titles to consider.
Explain your actual responsibilities: establishing objectives, analysing options, developing advice, implementation or review. Identify what you personally do and what must be approved by a supervising adviser.
A title on the assessor’s suitable list does not mean every job with that title qualifies. The substance and skill level of the work must still fit the occupation.
Match education and employment to the assessment
Group B requires a bachelor-equivalent qualification or higher. The pathway depends on study relevance and professional employment. The highly relevant qualification pathway includes a year of suitable post-qualification work within the last five years at 20 hours or more per week; other backgrounds have different requirements.
VETASSESS identifies relevant study across financial planning and related business or financial disciplines. Have the actual qualification content reviewed rather than assuming a professional designation settles the question.
Collect the required employer and payment evidence. Where held, relevant overseas licensing and professional development records can help explain your background, but do not replace the underlying qualification and employment assessment.
Keep Australian authorisation separate
ASIC’s professional standards apply to relevant providers giving personal advice to retail clients on relevant financial products. Those providers must meet the applicable standards and be registered with ASIC before providing that advice. Authorisation through an Australian financial services licensee is also part of the regulatory framework.
The standards can involve qualifications, an exam and a professional year, depending on the person’s circumstances. Overseas study or experience does not automatically establish compliance. Check ASIC’s current guidance for your background and intended duties.
Do not treat a VETASSESS result, visa grant or overseas licence as permission to use restricted adviser titles or give regulated advice. Plan the professional requirements alongside the migration steps.
Check ASIC registration requirements →
Review the qualification standard →
Explain your work without sharing client finances
For a consultation, prepare a de-identified description of the kind of advice or planning work you perform and the level of supervision. Explain whether you work with retail clients, organisations or another professional team.
Do not send client names, account balances, health information, tax records or detailed statements of advice through an informal enquiry. Start with the employment history and general responsibilities, then establish what evidence is required and how it should be provided.
If your role is primarily managing pooled investments rather than tailored client planning, compare Financial Investment Manager. The two occupations share a unit group but are assessed separately.
Compare Financial Investment Manager →
Review the available visa streams
222311 is on the STSOL. State-nominated 190 or 491 may be considered subject to selection and other requirements. It does not satisfy the MLTSSL requirement for a new 189 Points-tested or family-sponsored 491 application.
It is also on the CSOL for 482 Core Skills and 186 Direct Entry. Assess the nominated Australian duties and the employer’s position alongside your migration and regulatory requirements. Home Affairs uses ANZSCO 2022 for 482/186 and ANZSCO 2013 for other skilled subclasses.
How we can help
Ausdirect can help connect the occupation assessment with your visa strategy and identify where separate financial-services regulatory advice is needed.
Questions to consider
Does a positive assessment let me advise Australian retail clients?
No. The migration assessment is separate from the applicable ASIC authorisation, registration and professional standards. Check the rules for the actual advice you intend to provide.
Can a paraplanner be considered under this occupation?
The current VETASSESS guidance includes Paraplanner and Associate Advisor. The particular duties, qualifications and work history must still meet the assessment criteria.
Will my overseas qualification automatically satisfy ASIC?
No. The Australian qualification standard has its own rules for foreign qualifications and different provider circumstances. Review that process separately from VETASSESS.
Your next step
Bring your study history, employment and licensing background, and a de-identified summary of your advisory responsibilities. General information checked on 17 October 2026.