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finance broker
金融经纪人
ANZSCO occupation profile
ANZSCO 2022
Indicative Skill Level
In Australia and New Zealand:Most occupations in this unit group have a level of skill commensurate with the qualifications and experience outlined below. In Australia: AQF Associate Degree, Advanced Diploma or Diploma (ANZSCO Skill Level 2) In New Zealand: NZQF Diploma (ANZSCO Skill Level 2) At least three years of relevant experience may substitute for the formal qualifications listed above. In some instances relevant experience and/or on-the-job training may be required in addition to the formal qualification. Registration or licensing may be required.
Unit group duty description
Financial Brokers operate as independent agents to facilitate the trading of commodities and arrange insurance and loans of money on behalf of clients.
- monitoring commodity prices, trends and other factors affecting the supply and demand for commodities
- negotiating the purchase and sale of commodities such as grains, wool, minerals and metals
- determining the specific financial and insurance requirements of clients, and researching and reviewing available finance and insurance products for suitability to meet clients' requirements
- analysing clients' financial status, discussing financial options and developing financial strategies
- recommending loan combinations that meet clients' needs
- interviewing prospective clients to explain insurance policy conditions, risks covered, premium rates and benefits, and to make recommendations on the amount and type of cover
- arranging insurance, home loan mortgages and other types of finance for clients through banks, lenders, financiers and insurance companies
- preparing documents which set out the conditions of finance, repayments and loan periods
- identifying and advising on significant risk changes to clients' insurance
- broking complex and commercial leases, equipment finance, commercial finance, project finance and finance for property developers
222112 finance broker
Operates as an independent agent in the course of financial negotiations and arranges loans of money on behalf of clients. Registration or licensing is required.
Specialisations: Lease Broker · Mortgage Broker
View the ABS source →ANZSCO content is a classification guide. Skills assessment requirements must be checked separately.
Visa pathways
Occupation-list availability for seven visa subclasses
List membership is not a finding of personal eligibility.
State and territory nomination
Eight jurisdictions, checked separately
Official sources checked 10 August 2026
Occupation and four-digit unit group checked against the NSW lists.
Official source →- Victorian ROI · 190
- Victorian ROI · 491
Applicant ranking depends on profile and ROI selection.
Official source →Checked separately against the onshore and offshore occupation lists.
Official source →2026–27 occupation settings have not yet been published.
Official source →Applications are unavailable pending the 2026–27 program settings.
Official source →- TAS · profile-based pathways · 190
- TAS · profile-based pathways · 491
All occupations on the relevant federal 190/491 list can access at least one Tasmanian pathway, but invitation depends on pathway eligibility and ROI priority attributes. No general OSOP 491 invitations are planned for 2026–27.
Official source →Occupation list match only; Matrix ranking and caps still apply.
Official source →- NT onshore/offshore · 190
- NT onshore/offshore · 491
The precise stream depends on residence, employment and offshore priority rules.
Official source →