222311 金融投资顾问 Financial Investment Adviser


#1

ANZSCO 222311 金融投资顾问 Financial Investment Adviser - FLYabroad

222311 金融投资顾问职业描述 Job description - FLYabroad

金融投资顾问为个人,组织提供财政计划,并就投资策略,税务影响,有价证券,保险,抚恤金计划及地产提供指导。可能需要注册或工作许可。

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.

Previously referred to in ASCO as:
3213-11 Financial Investment Adviser

222311 金融投资顾问职位别名 - FLYabroad

  • 222311 财务策划顾问 Financial Planning Adviser (A)

222311 金融投资顾问技术等级 Skill level - FLYabroad

222311 金融投资顾问所属职业列表 - FLYabroad

222311 金融投资顾问澳洲技术移民职业评估 Skills assessment authority - FLYabroad

移民澳洲时, 222311 金融投资顾问 Financial Investment Adviser 属于 VETASSESS Group B 类职业,需要本科或更高级学位(Qualification/s assessed at Australian Bachelor degree or Australian higher degree level),如果取得学位的专业与提名职业相关需要近五年内最少有一年毕业后相关工作经验。如果学位专业不是高度相关,但有相关专业专业的专科,高级专科,副学士或研究生学历,需要近五年内至少二年本科毕业后相关工作经验。如果学位专业不是高度相关且没有其他相关专业学历,则需要近五年内至少三年毕业后相关工作经验。职业评估不需要雅思,评估函永久有效。本科毕业前的工作经验符合条件的也可以算作有效工作经验。

职业评估不需要雅思,评估函永久有效。

222311 金融投资顾问州担保情况 - FLYabroad

近期担保过 222311 金融投资顾问 Financial Investment Adviser 职业的州包括:

222311 金融投资顾问新西兰技术移民紧缺职业加分要求 - FLYabroad

  • 不属于新西兰绝对紧缺职业

222311 金融投资顾问执业注册要求(不代表移民要求) - FLYabroad

Registration or licensing may be required.

本文由飞出国(FLYabroad @Copyright)独家整理完成,请尊重知识产权,不要以任何形式散布和传播。


ANZSCO 2223 金融投资顾问和管理人 FINANCIAL INVESTMENT ADVISERS AND MANAGERS - FLYabroad
2017年澳洲技术移民职业清单大调整,申请190州担保的 CSOL 职业由短期职业类别 STSOL取代
20190311 - 澳大利亚技术移民最新短期职业列表(STSOL)
2018年11月29日生效的最新 ACT 190 州担保职业清单
20180925 西澳留学毕业生州担保职业清单 WA Graduate occupation list
QSOL 2018 硕士留学生州担保职业 - Queensland Postgraduate – Masters or PhD
SA 2018-19 年度南澳补充技能列表 - Supplementary Skilled List
金融职业技术移民途径,金融投资职业走哪些项目
2019年3月12日最新发布!澳洲堪培拉ACT职业清单更新 !
#2

222311A 收入图示(Earnings) - 飞出国

222311A 职业全职从业者税前周薪比例(Income Range Per Week - Before tax)

Income of persons working full-time

222311A 职业全职与兼职从业者税前周薪比较(Income Based On Employment Status Per Week - Before tax)

Earnings of persons working full- and part-time

数据来源: abs.gov.au 及 myfuture.edu.au

本文由飞出国(FLYabroad @Copyright)独家整理完成,请尊重知识产权,不要以任何形式散布和传播。

What’s it like to be a Financial Planner?

Financial planners develop and implement financial plans for individuals
covering all areas of finance, including taxation, retirement, superannuation,
insurance and estate planning.

How much can I expect to earn?

Full-time employed Financial Planner earn an average of $1695 per week. The
[average annual salary for this job is $88140 excluding super.]

Personal requirements

  • good communication skills
  • able to work under pressure
  • aptitude for research
  • good with numbers
  • analytical and planning skills
  • interested in the financial market.

This job also involves:

Good vision for detail

These jobs require you to be able to see clearly to examine items close-up. It
covers jobs where poor vision e.g. tunnel vision, could make the work place
unsafe or the job difficult to undertake, e.g. draftsperson working with
detailed drawings; checkout operator reading dockets; work requiring good
hand-eye co-ordination for working with precision or semi-precision tools.

Mainly indoor work

Workers performing these jobs would usually be expected to spend more than
three-quarters of their day indoors, in an office, factory or other enclosed
area protected from the weather.

Reading or writing

These jobs require moderate or better reading and writing skills. Workers may
be expected to prepare, understand or act on written materials, such as
letters or reports. People may wish to avoid these jobs if their reading or
writing English skills are limited to a small range of words or phrases and
symbols. Jobs remaining may still require very basic reading or writing
skills.

This occupation offers jobs at the following skill levels:

Para Professional Jobs

Jobs in this group usually require completion of secondary education and/or
completion of some further study of a vocational nature, such as a Diploma or
an Advanced Diploma.

Professional Jobs

Jobs in this group usually require completion of a recognised Bachelor Degree,
or extensive relevant experience. Some jobs also require post-graduate study,
such as a Graduate Certificate, Graduate Diploma or Master Degree.

Study requirements

At school, you can study these subject(s) to get a good foundation for this
occupation:

Economics

School subjects that include some aspect of ECONOMICS provide a useful
background to these jobs. In some cases an economics-related subject is a pre-
requisite for entry to courses that provide the training for the job.

Mathematics

School subjects that include some aspect of MATHEMATICS provide a useful
background to these jobs. In some cases a mathematics-related subject is a
pre-requisite for entry to courses that provide the training for the job.

Duties and tasks of a Financial Planner

Financial planners may perform the following tasks:

  • interview clients to determine their financial status and objectives, discussing financial options and developing financial plans and investment strategies
  • monitor investment performance, and review and revise investment plans based on changes in the market
  • arrange to buy and sell stocks and bonds for clients
  • advise on investment strategies, sources of funds and distribution of earnings
  • set financial objectives, and develop and implement strategies to achieve them
  • assist clients in meeting superannuation compliance requirements
  • direct the collection of financial, accounting and investment information and the preparation of budgets, reports, forecasts and statutory returns.

Specialisations

Stockbroker

A stockbroker buys and sells stocks and bonds on behalf of clients.


#3

222311 金融投资顾问关注投资策略,税收,证券,保险,养老计划等。

focus on taxation implications, securities, insurance, pension plans and real estate.