1220.0 - Australian Standard Classification of Occupations (ASCO) Second Edition, 1997  
Previous ISSUE Released at 11:30 AM (CANBERRA TIME) 31/07/1997   
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FINANCIAL INVESTMENT ADVISERS develop and implement financial plans for individuals, businesses and organisations, and advise on tax and investment strategies, securities, insurance, pension plans and real estate.

Skill Level:
The entry requirement for this unit group is an AQF Diploma or higher qualification or at least 3 years relevant experience. In some instances relevant experience is required in addition to the formal qualification.

Tasks Include:

  • interviewing prospective clients to determine financial status and objectives
  • analysing clients financial status, discussing financial options and developing financial strategies
  • reviewing and revising plans based on modified needs and changes in investment markets


This section contains the following subsection :
              3213-11 Financial Investment Adviser

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