222311 金融投资顾问 Financial Investment Adviser

222311: 金融投资顾问 FINANCIAL INVESTMENT ADVISER SKILL LEVEL 1

MLTSSL	Medium and Long-term Strategic Skills List
STSOL	Short-term Skilled Occupation List
ROL	Regional Occupation List

Assessing Authority:     VETASSESS

Yes：有资格Occupation may be Eligible

Yes：补充技术清单或特殊情况适用的职业  Occupation in the "Supplementary Skilled List" or "Special Conditions Apply"

Yes：职业不在"State Occupation List"或职业状态为“Closed”，但若满足条件仍有机会申请

？：点击州担保详情查看详情

州担保详情 - ANZSCO 222311

NSW

ACCESS LIST
Status	State/Region	Type Visa	Explanation/Additional Requirements
Closed	New South Wales	Visa subclass 190
Open	New South Wales	Visa subclass 491 (regional)

ACT

ACCESS LIST
Status	Explanation
Closed	You may be eligible to apply for ACT nomination if you meet the nomination criteria.

NT

ACCESS LIST
Status	English Requirements	Comments
Open	Minimum of IELTS 6 in each band or equivalent

SA

ACCESS LIST
List	Explanation	Additional Requirements
Supplementary Skilled List	Occupations only available if you meet the additional requirements listed here	Competent Plus English (or Proficient overall);Not available for High Points nomination from 04/07/2019; Not available for Chain Migration nomination from 04/07/2019

This occupation is in the Supplementary Skilled List

The Supplementary Skilled List reflects occupations available on the Short Term Skilled Occupation List (STSOL) that are not available on South Australia's State Occupation List. These occupations are only available if you meet the additional requirements listed here. 

TAS

ACCESS LIST
Status	Important Information
Open

222311 金融投资顾问职业描述 Job description

金融投资顾问为个人，组织提供财政计划，并就投资策略，税务影响，有价证券，保险，抚恤金计划及地产提供指导。可能需要注册或工作许可。

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. Previously referred to in ASCO as: 3213-11 Financial Investment Adviser.

222311 金融投资顾问职位别名

222311 财务策划顾问 Financial Planning Adviser

222311 金融投资顾问技术等级 Skill level

金融投资顾问的技能等级为1 （ANZSCO Skill Level 1）

222311 金融投资顾问所属职业列表

Short-term Skilled Occupation List

222311 金融投资顾问澳洲技术移民职业评估 Skills assessment authority

移民澳洲时， 222311 金融投资顾问 Financial Investment Adviser 属于 VETASSESS B类职业，需要本科或更 学位（Qualification/s assessed at Australian Bachelor degree or Australian higher degree level），如果取得学位的 与提名职业相关需要近五年内 少有一年毕业后相关工作经验。如果学位 不是高度相关，但有相关 的专科， 专科，副学士或研究生学历，需要近五年内至少二年本科毕业后相关工作经验。如果学位 不是高度相关且没有其他相关 学历，则需要近五年内至少三年毕业后相关工作经验。职业评估不需要雅思，评估函有效期为3年。本科毕业前的工作经验符合条件的也可以算作有效工作经验。

 

相关职业

222312金融投资经理 Financial Investment Manager

2223金融投资顾问和管理人

ANZSCO 2223 金融投资顾问和管理人职责概述
• 金融投资顾问和管理人为个人与团体组织财政计划，投资管理基金 FINANCIAL INVESTMENT ADVISERS AND MANAGERS develop financial plans for individuals and organisations, and invest and manage funds on their behalf.

ANZSCO 2223 金融投资顾问和管理人技能要求 Indicative Skill Level
• 澳大利亚和新西兰 In Australia and New Zealand:
• 此类别职业需要本科或更高学位。至少5年的相关工作经验可以取代正式的学历要求；在一些情况下，除了正式的学历，还要求相关的工作经验和在职培训经历。可 能需要注册或工作许可。 Most occupations in this unit group 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 someinstances relevant experience and/or on-the-job training may be required in addition to the formal qualification (ANZSCO Skill Level 1).Registration or licensing may be required.

ANZSCO 2223 金融投资顾问和管理人主要职责 Tasks Include
• 对潜力客户进行面试以确定其财政地位与目标，讨论期权，金融计划与投资策略。interviewing prospective clients to determine financial status and objectives, discussing financial options and developing financial plans and investment strategies
• 监督投资效益，基于市场需要与变化修订投资计划 monitoring investment performance, and reviewing and revising investment plans based on modified needs and changes in markets
• 为客户推荐，安排保险范围 recommending and arranging insurance cover for clients
• 为客户买卖股票与债券 arranging to buy and sell stocks and bonds for clients
• 建议投资计划，资金来源，收入分配 advising on investment strategies, sources of funds and the distribution of earnings
• 设置财政目标并执行可达到财政目标的计划 setting financial objectives, and developing and implementing strategies for achieving the financial Objectives
• 管理个人退休金与单位信托基金 managing funds raised from personal superannuation savings policies and unit trusts
• 协助满足退休金要求 assisting in meeting superannuation compliance requirements
• 指导财政，会计，投资信息的收集；报表，预算的准备等 directing the collection of financial, accounting and investment information and the preparation of budgets, reports, forecasts and statutory returns
• 指引客户到其他组织以获取财政计划内服务 may refer clients to other organisations to obtain services outlined in financial plans