Group
Minor Group
212 Financial Services and Investment Specialists
Latest release
Consultation draft: Occupation Standard Classification for Australia (OSCA)
Reference period
August 2026
Released
17/08/2026
First release
212 Financial Services and Investment Specialists
Advise on investment strategies, estate planning, wealth, cash and debt management, and conduct financial market transactions, identify investment opportunities, and manage investments.
Financial Services and Insurance Workers and Brokers are excluded from this minor group. Financial Services and Insurance Workers and Brokers are included in Minor Group 531 Financial Services and Insurance Workers and Brokers.
OSCA skill level
The occupations in this minor group have a skill level corresponding to the qualifications and experience below.
- Skill Level 1: Bachelor Degree, higher qualification, or at least five years of relevant experience