Descriptions
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.
Aliases
Financial Planning Adviser Skill Assessment
Job Description
- 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
Available Visa Types
Common Visa Types
Skilled Nominated visa(subclass 190)
Skilled Work Regional (Provisional) visa (subclass 491)
Temporary Skill Shortage visa (subclass 482)
Employer Nomination Scheme (subclass 186)
Training visa (subclass 407)
Other Visa Types
489 - Skilled Regional (Provisional) visa (subclass 489) - State or Territory nominated
494 - Skilled Employer Sponsored Regional (provisional) (subclass 494) - Employer sponsored stream
Skill Assessment
Group B
Eligibility Assessment
- The declared occupation belongs to VETASSESS Group B and matches the corresponding occupation list.
- Meets the education and work experience requirements under either pathway.
Assessment Steps
- 确认职业属于B类，查阅职业信息表。
- 收集并完善学历与工作证明材料。
- 在线提交完整技术评估，上传所有文件。
- 如可选，选择优先处理服务。
- 等待评估，审核学历、工作经验和职责匹配度。
- 收到评估结果函，说明是否为积极评估及技能认定日期。
Assessment Requirements
- Pathway 1: AQF bachelor's degree or higher, major highly relevant, with at least 2 years of post-qualification highly relevant paid employment within the last 5 years.
- Pathway 2: AQF bachelor's degree or higher, major highly relevant, plus an additional relevant qualification such as an AQF Diploma, with at least 1 year of post-qualification highly relevant paid employment within the last 5 years.
- Pathway 3: AQF bachelor's degree or higher, major not highly relevant, with at least 3 years of post-qualification highly relevant paid employment within the last 5 years.
- Pathway 4: AQF bachelor's degree or higher, with a total of at least 5 years of relevant paid employment, including at least 1 year of post-qualification highly relevant employment within the last 5 years (pre-qualification experience may be included).
- Documentation requirements are detailed, including educational qualifications, employment proof, identity documents, English translations, and materials related to self-employment, etc.
- Language: No standardized English test score requirement, but documentation and communication are primarily in English.
Assessing Authorities
- VETASSES
Information Source
https://www.vetassess.com.auSkill Shortages
| Year | AUS | NSW | VIC | QLD | SA | WA | TAS | NT | ACT |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | NS | NS | NS | NS | NS | NS | NS | NS | NS |
| 2024 | S | S | NS | S | S | S | S | S | S |
| 2023 | S | S | NS | S | S | S | S | S | S |
| 2022 | NS | NS | NS | NS | NS | S | NS | NS | NS |
| 2021 | NS | NS | NS | NS | NS | NS | NS | NS | NS |
Swipe left to see more
Legend:
S
S-ShortageNS
NS-No ShortageR
R-Regional ShortageM
M-Metropolitan Shortage