222312: Financial Investment Manager
Skill Level: 1
Assessing Authority: VETASSESS
Visa Options – ANZSCO 222312
| Visa Type | Eligibility | MLTSSL | STSOL | ROL |
|---|---|---|---|---|
| Subclass 189 (Skilled Independent) |  | - | - | - |
| Subclass 190 (Skilled Nominated) |  | - | | - |
| Subclass 491 (State/Territory nominated) | | - | | - |
| Subclass 491 (NOT nominated by State/Territory) | | - | - | - |
| Subclass 485 (Graduate) | | - | - | - |
| Subclass 482 (TSS) | | - | | - |
| Subclass 186 (ENS) | | - | - | - |
| Subclass 187 (RSMS) | | - | | - |
| Subclass 407 (Training) | | - | | - |
State Eligibility Summary Table – ANZSCO 222312
- Occupation MAY be eligible
- Occupation in the ‘Supplementary Skilled List’ or ‘Special Conditions Apply’
- Occupation NOT on relevant ‘State Occupation List’, or ‘Closed’ status; but MAY still be eligible if you meet the requirements
- Occupation NOT eligible
222312: Financial Investment Manager
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
Description
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 may be required.
Skill Level
Occupations at Skill Level 1 have a level of skill commensurate with a bachelor degree or higher qualification. At least five years of relevant experience may substitute for the formal qualification. In some instances relevant experience and/or on-the-job training may be required in addition to the formal qualification.
Specialization
- Superannuation Funds Manager
- Unit Trust Manager
Specialization titles are any commonly used titles which refer to a subset of jobs belonging to the occupation designated in the principal title. These jobs involve the performance of specialised tasks rather than the broader range of tasks usually performed in the occupation.
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
Assessing Authority
Website
Email“Currently there is no known caveats applicable to this occupation”. Refer to Department of Home Affairs website for updated list.
Source: Australian Bureau of Statistics, Commonwealth of Australia 2015 – Australia and New Zealand Standard Classification of Occupations (ANZSCO) Version 1.2 CODER, Cat No. 1220.030.001, http://www.abs.gov.au/ausstats/abs@.nsf/mf/1220.0