Financial Investment Adviser (ANZSCO 222311)
Updated
What a Financial Investment Adviser does
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.
- Also called
- Financial Planning Adviser
Key facts
- ANZSCO code
- 222311
- Skill level
- 1Bachelor degree or higher
- Skilled lists
- Core Skills Occupation List (CSOL)Short-term Skilled Occupation List (STSOL)Regional Occupation List (ROL)
- Assessing authority
- VETASSESS
- National shortage
- No shortage
Visa options
Occupation eligibility is one requirement; each visa page links to the rest.
Points-tested
- Subclass 189 Skilled IndependentNot on its occupation listsNot eligible
- Subclass 190 Skilled NominatedVia STSOLEligible
- Subclass 491, state or territory nominatedVia STSOL and ROLEligible
- Subclass 491, family sponsoredNot on its occupation listsNot eligible
Employer-sponsored
Main 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
Shortage by state
- NationalNo shortage
- ACTNo shortage
- NSWNo shortage
- NTNo shortage
- QLDNo shortage
- SANo shortage
- TASNo shortage
- VICNo shortage
- WANo shortage
State and territory nomination
For the 190 and 491, each state and territory also has its own occupation list.
Common questions
What does a Financial Investment Adviser do?
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. Also called: Financial Planning Adviser. (ABS ANZSCO description.)
Is Financial Investment Adviser on the skilled occupation list?
Yes. Financial Investment Adviser (ANZSCO 222311) is on the Core Skills Occupation List (CSOL), Short-term Skilled Occupation List (STSOL) and Regional Occupation List (ROL) (lists in force from 14 December 2024). It is listed for the 186, 190, 482, 491 and 494 visas.
What is the ANZSCO code for Financial Investment Adviser?
222311. Home Affairs uses ANZSCO codes for skilled visas.
How can a Financial Investment Adviser migrate to Australia?
The occupation lists Home Affairs publishes include Financial Investment Adviser for the Subclass 186, Subclass 190, Subclass 482, Subclass 491 and Subclass 494 visas. Being on a list is one requirement among several; each visa's page links to Home Affairs for the rest.
Who assesses Financial Investment Adviser for an Australian visa?
VETASSESS, the skills assessing authority listed for 222311.
Is Financial Investment Adviser in demand in Australia?
Jobs and Skills Australia rated it "No shortage" nationally in its 2025 Occupation Shortage List, with ratings for each state and territory shown above.