Financial Investment Manager - ANZSCO 222312
- Assessment Authorities: VETASSESS
Financial Investment Manager 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.
Financial Investment Manager may perform the following 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
This occupation belongs to Short-term Skilled Occupation List (STSOL) . STSOL consists of the list of the occupations which are high in demand in Australia. If you want to apply for Australia sponsored Permanent Residency (subclass 190) your occupation must be listed in the relevant STSOL list and you must have an invitation/sponsorship from the state government. This list is also a part of the Australia Point system. If eligible, you can live and work in Australia for an indefinite period of time.
If your occupation is on STSOL, you may be eligible to apply for the following visa subclasses:
- Skilled Nominated visa (subclass 190)
- Training visa (subclass 407)
- Skilled Work Regional (Provisional) visa (subclass 491) - State or Territory nominated
- Temporary Skill Shortage visa (subclass 482) - Short-term stream
- Skilled Employer Sponsored Regional (Provisional) visa (Subclass 494)
Are you Eligible to Live and Work in Australia as a Financial Investment Manager?
Financial Investment Manager is classified as Group B occupations by Vetassess. The criteria for skills assessment of Group B occupations are the following :
- Qualification(s) assessed at AQF Bachelor degree or higher degree with a highly relevant field of study and at least one year of post-qualification highly relevant employment in the last five years; Or
- Qualification(s) assessed at AQF Bachelor degree or higher degree with an additional qualification at least Australian Qualifications Framework (AQF) Diploma level in a highly relevant field of study and at least two years of post qualification highly relevant employment in the last five years; Or
- Qualification(s) assessed at AQF Bachelor degree or higher degree without a highly relevant field of study and at least three years of post-qualification highly relevant employment in the last five years;
According to Vetassess, if you have pre-qualification employment and if all of your employment is before your qualification assessed at the AQF bachelor degree level , you are required to have five years of highly relevant employment in addition to at least one year of highly relevant employment at an appropriate skill level completed in the last five years.
If you wish to check your eligibility to migrate permanently to Australia as a Financial Investment Manager, please fill out the below assessment form. The assessment is free. After submitting the form, a registered migration consultant will look into the information and advise you of the outcome of the assessment via your email address.
