Financial Investment Advisers ANZSCO Code: 222311

Group B

Financial Investment advisers create and carry out financial plans for people and businesses. They also offer guidance on securities, insurance, pension plans, real estate, securities, and tax implications of investment strategies. It is necessary to obtain a license or register.

Financial Investment Advisers ANZSCO Code: 222311

Occupation Descriptions

Financial Investment Advisers create and carry out financial plans for people and businesses. They also offer guidance on securities, insurance, pension plans, real estate, securities, and tax implications of investment strategies. It is necessary to obtain a license or register.

Occupations considered suitable under this ANZSCO code:

  • Financial Planning Adviser

Occupations not considered suitable under this ANZSCO code:

  • Finance Manager (ANZSCO Code 132211)
  • Financial Institution Branch Manager (ANZSCO Code 149914)
  • Accountants (ANZSCO Unit Group 2211)
  • Corporate Treasurer (ANZSCO Code 221212)
  • Financial Brokers (ANZSCO Unit Group 2221)
  • Financial Dealers (ANZSCO Unit Group 2222
  • Financial Investment Manager (ANZSCO Code 222312)
  • Training and Development Professional (ANZSCO Code 223311)
  • Economist (ANZSCO Code 224311)
  • Management Consultant (ANZSCO Code 224711)
  • Organization and Methods Analyst (ANZSCO Code 224712)
  • Information and Organization Professionals nec (ANZSCO Code 224999)
  • Credit or Loans Officer (ANZSCO Code 552211)
  • Insurance Agent (ANZSCO Code 611211)

These jobs are categorized in another area of ANZSCO.

Financial Investment Adviser is a VETASSESS Group B occupation.

Group B

A qualification deemed equivalent to or higher than the educational requirements of an Australian Qualifications Framework (AQF) Bachelor’s degree is required for this career.

Applicants can fulfill the assessment criteria for this occupation in four different ways.

An applicant must have at least one year of highly relevant work at an adequate skill level within the last five years if employment occurs before attaining the certification at the requisite level. The final five years of pre-qualification could fall within the previous ten years.

Extra credentials in a highly pertinent subject of study correspond to the following levels:

  • AQF Diploma  
  • AQF Advanced Diploma   
  • AQF Associate Degree or  
  • AQF Graduate Diploma

Those with a bachelor’s degree or above comprise:  

  • AQF Master’s Degree or  
  • AQF Doctoral Degree

Duration of highly relevant paid employment (20 hours or more per week) 1-3 years of minimum work experience that is highly relevant to the specified occupation, finished in the five years before the application date for a skills assessment at the appropriate skill level. A minimum of six years of relevant work experience must include at least one year of highly relevant work completed in the five years before application and five years of relevant work (which may be outside of the most recent five years).

For the results of the Skills Assessment to be positive, the qualification level and employment duration must be positively assessed.

Qualification and Employment Criteria


AQF A bachelor’s degree or above

This occupation requires a qualification in any of these fields:

  • Finance or Financial Planning
  • Economics/Econometrics
  • Actuarial Studies
  • Accounting
  • General Business or Commerce

This covers credentials evaluated at the bachelor’s, master’s, and doctoral levels in the AQF.


Highly relevant tasks include:

  • conducting financial interviews with potential clients to ascertain their goals and current economic situation, going over financial possibilities, and creating investment plans and plans;
  • keeping an eye on the performance of investments and updating and changing investment plans in response to shifting market conditions and needs;
  • recommending and setting up clients’ insurance coverage;
  • arranging for clients’ stock and bond purchases and sales;
  • advising on financial sources, investment methods, and earnings distribution;
  • establishing financial goals and creating and putting into practice plans to reach those goals;
  • It may suggest that clients use other companies to get the services listed in financial plans.

Other duties could be:

  • completing customer risk evaluations and risk profiles to decide on investment plans;
  • may offer clients guidance on possible mergers and acquisitions (M&A);
  • may guide estate planning, retirement, and taxes.
  • In a corporate banking setting, provide suggestions for ideas or solutions for financing.
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    Additional Employment information

    Under Australian laws, specific titles such as “financial adviser” and “financial planner” are forbidden. 

    Financial investment advisers typically offer their clients guidance on buying and selling stocks, bonds, mutual funds, and other investments related to the market. They meet with clients to discuss managing their assets more effectively. They investigate and examine multiple aspects of the economy, including currency, bond, and stock market fluctuations. They advise their clients on risk management and any modifications to the law, taxes, or market conditions that may impact their investments. They could offer financial guidance on financing options, plans, and mergers and acquisitions (M&A) in certain situations.

    Employment primarily concerned with conducting research and producing periodic reports on background issues or financial/investment trends is not regarded as highly relevant, nor is it employment primarily concerned with selling financial products without the creation or execution of financial plans or strategies.

    Supporting material for assessment

    Applicants are encouraged to submit copies of any applicable licenses, including those obtained abroad, even though the VETASSESS Skills Assessment for migration purposes differs from an assessment for licensing or registration purposes.

    An organizational chart may be submitted if you nominate someone in this profession. The company letterhead, your work title, the job positions of your superiors and subordinates, and any roles that report to your immediate supervisor and your direct subordinates should all be included in an organizational chart.

    Additionally, you must include information about any professional development or training programs you have taken. The attached Curriculum Vitae/Resume may provide further detail about these.

    How to apply

    If you’re a professional considering moving to Australia, there’s a good chance you’ll need to undergo assessment by us. We evaluate 360 different professional occupations, assessing your skills, experience, and qualifications.

    1. Find

    Find the VETASSESS occupation that best matches your abilities and experience.

    2. Match

    Match your skills and experience to your chosen occupation.

    3. Prepare

    Get ready to apply by preparing all the information and documents you need. 

    4. Apply

    Apply online when you’re ready. If you’re still unsure, skills assessment support is available when you need it.