Financial Investment Manager (ANZSCO 222312)
Updated
What a Financial Investment Manager does
Invests and manages sums of money and assets on behalf of others over an agreed period of time, in order to generate income and profit. Registration or licensing is required.
- Also called
- Portfolio Manager
- Specialisations
- Superannuation Funds Manager, Unit Trust Manager
Key facts
- ANZSCO code
- 222312
- Skill level
- 1Bachelor degree or higher
- 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
- Subclass 482 Skills in Demand, Core Skills streamNot on its occupation listsNot eligible
- Subclass 186 Employer Nomination Scheme, Direct Entry streamNot on its occupation listsNot eligible
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 Manager do?
Invests and manages sums of money and assets on behalf of others over an agreed period of time, in order to generate income and profit. Registration or licensing is required. Also called: Portfolio Manager. (ABS ANZSCO description.)
Is Financial Investment Manager on the skilled occupation list?
Yes. Financial Investment Manager (ANZSCO 222312) is on the Short-term Skilled Occupation List (STSOL) and Regional Occupation List (ROL) (lists in force from 14 December 2024). It is listed for the 190, 491 and 494 visas.
What is the ANZSCO code for Financial Investment Manager?
222312. Home Affairs uses ANZSCO codes for skilled visas.
How can a Financial Investment Manager migrate to Australia?
The occupation lists Home Affairs publishes include Financial Investment Manager for the Subclass 190, 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 Manager for an Australian visa?
VETASSESS, the skills assessing authority listed for 222312.
Is Financial Investment Manager 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.