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ANZSCO 222311

Financial Investment Adviser

STSOLCSOLSkill level 1Assessed by VETASSESSNo Shortage

General information, not immigration advice. Data as at 2026-10-22.

About this occupation

ANZSCO 2022

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.

Skill level 1 in AustraliaSkill level 2 in New Zealand

Also called

  • Financial Planning Adviser

Unit group 2223

Financial Investment Advisers and Managers

Financial Investment Advisers and Managers develop financial plans for individuals and organisations, and invest and manage funds on their behalf.

Indicative skill level

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.

Tasks include

  • 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
Show all 10 tasks
  • 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

Occupations in this unit group

Source: Australian Bureau of Statistics, ANZSCO 2022. CC BY 4.0.

ANZSCO 2022 (the edition the CSOL uses for the 482 and 186 visas)

Title in this edition: Financial Investment Adviser, skill level 1

Major group
2 Professionals
Sub-major group
22 Business, Human Resource and Marketing Professionals
Minor group
222 Financial Brokers and Dealers, and Investment Advisers
Unit group
2223 Financial Investment Advisers and Managers

The title and groups are the same in ANZSCO 2013 v1.2 and ANZSCO 2022.

Occupation Shortage List (2026)

National rating
No Shortage
Confidence
On-balance
Rated on
ANZSCO 2022

Source: Jobs and Skills Australia, 2026 Occupation Shortage List - 6 digit ANZSCO and OSCA, released 21 October 2026. CC BY 4.0.

Source: Australian Bureau of Statistics, ANZSCO (CC BY 4.0). Source: Department of Home Affairs, Skilled occupation list (CC BY 4.0). Source: Jobs and Skills Australia, 2026 Occupation Shortage List. © Commonwealth of Australia, CC BY 4.0. Source: Australian Bureau of Statistics, Employee Earnings and Hours, Australia, May 2025. © Commonwealth of Australia, CC BY 4.0. Search another occupation