Financial Investment Adviser Jobs in Australia

Financial Investment Adviser - If your profession is Financial Investment Adviser in accordance with the Australian and New Zealand Standard Classification of Occupations (ANZSCO) 222311 then you are currently in demand by employers in Australia.

Financial Investment Adviser is NOT currently on the Medium and Long term Strategic Skills List (MLTSSL) or the Short-term Skilled Occupation List (STSOL).

It is not possible to apply for an Australian visa under the General Skilled Migration (GSM) Program.

If you are aged under 31 (or 35 in some instances) it is likely you are eligible for a Working Holiday Visa to Australia which will allow you to live and work in Australia for up to two years.

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Alternatively, if your partner or spouse has experience or is employed in one of the applications currently listed on the MLTSSL or STSOL, you may wish to consider using them as the main applicant.

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Financial Investment Adviser

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 may be required.

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

Specialisations:

  • Financial Planning Adviser

Minimum Requirements:

  • No data exists

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