Occupation match
Compare daily duties, decision-making level, client responsibility, reporting lines, file ownership, compliance duties and business context against the nominated ANZSCO occupation.
Financial Investment Adviser 222311
Migration information for Financial Investment Adviser applicants, including occupation fit, VETASSESS skills assessment planning, advice evidence preparation and visa pathway review where available.
Financial Investment Adviser migration overview
Financial Investment Adviser matters should show responsibility for assessing client financial goals, analysing investment options, preparing advice documents, explaining risks, reviewing portfolios and maintaining client, disclosure and compliance records.
- ANZSCO code 222311 should be checked against the applicant's real duties, seniority and financial services setting.
- Assessing authority: VETASSESS.
- Possible pathways may include subclasses 186, 190, 482, 491, 494, depending on current criteria.
- Statements of advice, client fact finds, portfolio reviews, investment research, compliance records, licence or representative evidence, client correspondence and employment references can be important for the occupation match.
Documents and evidence to prepare
These are common evidence categories for Financial Investment Adviser matters. The correct list depends on the VETASSESS pathway, work history and visa subclass.
qualification evidenceemployment referencesstatements of adviceclient fact findsportfolio reviewscompliance recordsidentity documents
Skills assessment
Check VETASSESS criteria, qualification relevance, employment evidence, paid work history and document rules for the occupation.
File evidence
Prepare detailed references, client files, advice or transaction records, reports, correspondence, compliance records and business records showing the real level of responsibility.
Visa strategy
Compare skilled and employer-sponsored options where available, including occupation-list settings, work location, work experience, English, nomination requirements and evidence of investment-advice responsibility.
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Need Financial Investment Adviser migration advice?
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