Registered Migration Australia

FINANCIAL INVESTMENT ADVISER

ANZSCO 222311 - Registered Migration Australia




Description
A financial investment advisor 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 in Australia. Financial investment advisor is a Skill level 1 occupation.

 

 

Financial Investment Advisor Alternative Title

 

  • Financial Planning Adviser

 

 

Financial Investment Advisor Occupation Lists
This occupation is on the following skill lists:

 

 

This occupation is not on the following skills list:

 

 

 

 

Group: 2223 Financial Investment Advisers and Managers

 

 

 

 

Job Description - Registered Migration Australia


The job of a financial investment advisor in Australia is to develop financial plans for individuals and organisations, and invest and manage funds on their behalf.

 

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

 

 

Skill Level
Most occupations in the financial investment advisor unit group (Group 2223) 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 in Australia may be required as a financial investment advisor.

 

Occupations within the Financial Investment Advisor Group

 

 

Note: Whilst a similar occupation may appear in the same financial investment advisor group, if not specifically listed in the STSOL or MLTSSL the ANZSCO description should be used for reference purposes only.

 

English Requirement

 

  • IELTS result with a minimum score of 6 (L, R, W), 7 in speaking and 7 overall;
  • OET result with a minimum grade B in all sections;
  • TOEFL iBT with a minimum score (L:12 R:13 W:21 S:23 overall L93);
  • PTE Academic with a minimum score of 50 (L, R, W), 65 in speaking and 65 overall

Exceptions

  • Australian Graduate exceptions apply in some states/territories
  • Priority Skilled Lists may apply a specific requirement in some states/territories
  • Countries exempt from submitting IELTS or OET include the UK; Canada; New Zealand; US; and Ireland

 

Where mandatory licensing or registration is required you must demonstrate a level of English either sufficient to meet licensing / registration or a minimum IELTS, or equivalent, whichever is higher.

 

 

Assessment Authority

 

  • Financial Investment Adviser is currently assessed with VETASSESS - (Vocational Education and Training Assessment Services), more info regarding assessment bodies

 

Average Income

The average salary for a Financial Investment Adviser in Australia is $ 126,249 for male employees and $ 97,676 for female employees per year. Average Age: Males: 41.9 Females: 39.3 Persons: 41.0

Source: www.abs.gov.au (Group 2223) financial investment advisers and managers - Employee Earnings and Hours, Australia, May 2016

 

Please contact us if you would like assistance with your Financial Investment Adviser skilled visa application. Registered Migration Australia is a licensed migration company. We are proudly 100% Australian owned and operated.