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.
ANZSCO 2013, the edition the department applies to the points tested visas (189, 190 and 491).
Job titles this occupation covers
If your job title is one of these, this is usually the code it belongs to, whatever your employer calls the role.
- Financial Planning Adviser
Duties
Published for unit group 2223 Financial Investment Advisers and Managers
- 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 is what the occupation is, not what a skills assessment requires. The assessing body applies its own criteria on top of this, and those criteria are not published here. Check them with the body itself.
Who assesses this occupation
Last confirmed against the department's list on 30 July 2026.
This occupation reads differently for the 186 and 482
Two editions of ANZSCO are current at once, and the department applies ANZSCO 2022 to the employer sponsored visas while everything above follows ANZSCO 2013.
Under the 2022 edition this occupation is defined as:
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 is required. Skill Level:
If you are going for a 186 or a 482, this is the wording that governs you. Everything above governs the points tested routes.
Where Financial Investment Adviser stands right now
Vizard tracks the live queue for this occupation: how many people are waiting at every points score for the 190, 491, the recent invitation round cutoffs, and how far down the queue your own score puts you. 2 state nomination lists include this occupation.
Updated to 1 July 2026, from the department's own SkillSelect data.
See where you standWhere this comes from
Definition and duties: Australian Bureau of Statistics, ANZSCO
Assessing authorities and skilled lists: Department of Home Affairs skilled occupation list
Vizard is not a registered migration agent and nothing here is migration advice. It is published government information, organised. For advice on your own situation, speak to a registered migration agent.