Classification Viewer
1 MANAGERS
11 Chief Executives, General Managers and Legislators
13 Specialist Managers
14 Hospitality, Retail and Service Managers
2 PROFESSIONALS
21 Arts and Media Professionals
22 Business, Human Resource and Marketing Professionals
222 Financial Brokers and Dealers, and Investment Advisers
224 Information and Organisation Professionals
23 Design, Engineering, Science and Transport Professionals
232 Architects, Designers, Planners and Surveyors
233 Engineering Professionals
24 Education Professionals
25 Health Professionals
251 Health Diagnostic and Promotion Professionals
253 Medical Practitioners
26 ICT Professionals
3 TECHNICIANS AND TRADES WORKERS
31 Engineering, ICT and Science Technicians
311 Agricultural, Medical and Science Technicians
312 Building and Engineering Technicians
32 Automotive and Engineering Trades Workers
33 Construction Trades Workers
34 Electrotechnology and Telecommunications Trades Workers
39 Other Technicians and Trades Workers
393 Textile, Clothing and Footwear Trades Workers
4 COMMUNITY AND PERSONAL SERVICE WORKERS
41 Health and Welfare Support Workers
42 Carers and Aides
44 Protective Service Workers
5 CLERICAL AND ADMINISTRATIVE WORKERS
55 Numerical Clerks
59 Other Clerical and Administrative Workers
6 SALES WORKERS
62 Sales Assistants and Salespersons
7 MACHINERY OPERATORS AND DRIVERS
71 Machine and Stationary Plant Operators
711 Machine Operators
72 Mobile Plant Operators
8 LABOURERS
82 Construction and Mining Labourers
83 Factory Process Workers
84 Farm, Forestry and Garden Workers
2223 - Financial Investment Advisers and Managers
FINANCIAL INVESTMENT ADVISERS AND MANAGERS develop financial plans for individuals and organisations, and invest and manage funds on their behalf.
Indicative Skill Level:
Most occupations in this unit group have a level of skill commensurate with the qualifications and experience outlined below.
In Australia:
Bachelor degree or higher qualification. At least five years of relevant experience may substitute for the formal qualification (ANZSCO Skill Level 1)
In New Zealand:
NZQF Diploma, or at least three years of relevant experience (ANZSCO Skill Level 2)
In some instances relevant experience and/or on-the-job training may be required in addition to the formal qualification.
Registration or licensing is required.
Tasks Include:
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.
Occupations:
222311 Financial Investment Adviser
222312 Financial Investment Manager
Indicative Skill Level:
Most occupations in this unit group have a level of skill commensurate with the qualifications and experience outlined below.
In Australia:
Bachelor degree or higher qualification. At least five years of relevant experience may substitute for the formal qualification (ANZSCO Skill Level 1)
In New Zealand:
NZQF Diploma, or at least three years of relevant experience (ANZSCO Skill Level 2)
In some instances relevant experience and/or on-the-job training may be required in addition to the formal qualification.
Registration or licensing is required.
Tasks Include:
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.
Occupations:
222311 Financial Investment Adviser
222312 Financial Investment Manager