Financial Investment Adviser Skill Assessment
Occupation Code
222311List
STSOL
Descriptions
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.
Aliases
Financial Planning Adviser Career Assessment
Job Description
- 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
Types of visas you can apply for
Common visa types
Skilled Nominated visa(subclass 190)
Skilled Work Regional (Provisional) visa (subclass 491)
Temporary Skill Shortage visa (subclass 482)
Training visa (subclass 407)
Other visa types
489 - Skilled Regional (Provisional) visa (subclass 489) - State or Territory nominated
187 - Regional Sponsor Migration Scheme (subclass 187)
494 - Skilled Employer Sponsored Regional (provisional) (subclass 494) - Employer sponsored stream
Skill Assessment
VETASSES group B
- Select a nominated occupation for assessment based on the purpose of your visa application;
- Through the VETASSESS online application system, fill in the form, deduct the fee, and upload the documents;
- Track the progress of your application and pay attention to its status;
- If additional documents are required, VETASSESS will send an email notification;
- After completing the skills assessment application, you can view the results and download the result letter in the VETASSESS online application system. A copy of the result letter will generally not be mailed to you unless you request it in the skills assessment application and pay the postage.
Note: If the applicant's work experience is pre-graduation experience, at least 5 years of highly relevant experience is required, and at least 1 year of work experience in the last 5 years must meet the corresponding technical requirements.
Academic requirements
- 1. Possess a bachelor's degree or above, with a major highly related to the nominated occupation, and at least 1 year of work experience highly related to the nominated occupation in the past 5 years;
- 2. Possess a bachelor's degree or above, although the major of the bachelor's degree is not highly related to the nominated occupation, but also have a college degree that is highly related to the nominated occupation, and have at least 2 years of work experience that is highly related to the nominated occupation in the past 5 years;
- 3. Possess a bachelor's degree or above. Although the major of the bachelor's degree is not highly related to the nominated occupation, you must have at least 3 years of work experience highly related to the nominated occupation in the past 5 years.
- VETASSES
