212131 Financial Adviser

Role overview

Develops, prepares and implements financial plans and investment strategies for individuals or organisations, and advises on investment strategies, cash management, insurance, retirement and estate planning, real estate and wealth management.

Use this page to confirm the official title, the parent unit group, the task list and the related ANZSIC industry context before using the occupation in classification, reporting or migration-adjacent workflows.

Tasks

• Interviews prospective clients to determine financial status and objectives, discuss financial options, and develop financial plans and investment strategies
• Sets financial objectives, and develops and implements strategies for achieving the financial objectives
• Monitors investment performance, and reviews and revises financial plans and investment strategies based on modified needs and changes in markets
• Arranges to buy and sell financial products for clients
• May refer clients to other organisations to obtain services outlined in financial plans, such as welfare entitlements, superannuation and aged care arrangements

Skill level guidance

Skill level helps place the occupation inside the ABS hierarchy. Use it as a classification cue, then check the actual task list and occupational context before making a decision for HR, visa or reporting work.

How to use this occupation page

Start with the official OSCA title and task list. Then confirm the parent unit group and compare the related occupations on this page if the job title is broad, overlapping or used differently across employers.

The ANZSIC links are there to help when the same occupation appears across several industries and you need the business-side classification as well.

Alternative titles

• Financial Planner