Financial Investment Manager Skill Assessment - -222312

Financial Investment Manager Skill Assessment

  • ANZSCO

    2223122013

  • List

    STSOL

Descriptions

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.

Aliases

Portfolio Manager Skill Assessment

Superannuation Funds Manager Skill Assessment

Unit Trust Manager 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 Nominated visa(subclass 190)

Skilled Work Regional (Provisional) visa (subclass 491)

Skilled Work Regional (Provisional) visa (subclass 491)

Training visa (subclass 407)

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

  1. 确认职业属于B类，查阅职业信息表。
  2. 收集并完善学历与工作证明材料。
  3. 在线提交完整技术评估，上传所有文件。
  4. 如可选，选择优先处理服务。
  5. 等待评估，审核学历、工作经验和职责匹配度。
  6. 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

  1. VETASSES

Information Source

https://www.vetassess.com.au

Skill Shortages

YearAUSNSWVICQLDSAWATASNTACT
2025
NS
NS
NS
NS
NS
NS
NS
NS
NS
2024
NS
NS
NS
NS
NS
NS
NS
NS
NS
2023
NS
NS
NS
NS
NS
NS
NS
NS
NS
2022
NS
NS
NS
NS
NS
S
NS
NS
NS
2021
NS
S
NS
NS
NS
NS
NS
NS
NS
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Legend:

S
S-Shortage
NS
NS-No Shortage
R
R-Regional Shortage
M
M-Metropolitan Shortage