ANZSCO CODE - 222312
|Major Group||2 - Professionals|
|Sub-Major Group||22 - Business, Human Resource and Marketing Professionals|
|Minor Group||222 - Financial Brokers and Dealers, and Investment Advisers|
|Unit Group||2223 - Financial Investment Advisers and Managers|
Unit Group 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.
- 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.
- 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
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