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financial investment adviser
金融投资顾问
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: 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.
Unit group duty description
Financial Investment Advisers and Managers develop financial plans for individuals and organisations, and invest and manage funds on their behalf.
- 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
222311 financial investment adviser
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 titles: Financial Planning Adviser
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 →