OSCA occupation

OSCA 531932: Paraplanner

Provides administrative and client services assistance, and performs financial planning and analysis for Financial Advisers and planners. This record sits in Other Financial Services and Insurance Workers and Brokers. Related ANZSIC industry links are included for faster classification cross-checking. Skill level 2 is attached to this occupation record.

Should you use OSCA or ANZSCO?

OSCA 2024 is the current Australian occupation classification for storing, organising and reporting occupation information. Use this OSCA record for current Australian statistical and analytical classification work.

Some migration and administrative programs still specify ANZSCO 2022. Check the exact system named by the agency or form rather than replacing the code automatically.

Check the current ABS guidance on OSCA and ANZSCO use

Official ANZSCO correspondence

Role overview

Provides administrative and client services assistance, and performs financial planning and analysis for Financial Advisers and planners.

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.

Occupation facts

Skill level
2
Major group
5 Clerical and Administrative Workers
Sub-major group
53 Financial Services and Insurance Workers and Brokers
Minor group
531 Financial Services and Insurance Workers and Brokers
Unit group
5319 Other Financial Services and Insurance Workers and Brokers

Tasks

  • Assists with financial advice strategy development and the preparation of legally compliant advice documents
  • Uses financial planning software programs and maintains client records
  • Researches, compares, sources quotes and selects appropriate financial products
  • May develop financial projections and modelling of client circumstances
  • May coordinate and take notes in client meetings, and respond to client queries

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.

Compare before choosing

Compare OSCA 531932 with related occupations

Compare roles in the same OSCA unit group by their official definition, skill level, tasks and recognised alternative titles.

Comparison pointCurrent code531932 Paraplanner531931 Investment Administrator
Official role definitionProvides administrative and client services assistance, and performs financial planning and analysis for Financial Advisers and planners.Processes and analyses documentation, and maintains records of client accounts, investments, securities, transactions and registrations.
Skill levelSkill Level 2Skill Level 2
Key tasks
  • Assists with financial advice strategy development and the preparation of legally compliant advice documents
  • Uses financial planning software programs and maintains client records
  • Researches, compares, sources quotes and selects appropriate financial products
  • May develop financial projections and modelling of client circumstances
  • Reviews, checks, verifies and issues documentation relating to onboarding clients, client information, transactions and client instructions
  • Uses various operating and database systems to input, assess, reconcile, manipulate and output information
  • Processes, calculates and allocates commissions, distributions, dividends, rebates and other financial transactions
  • Investigates and responds to client and adviser queries
Alternative titles
  • Financial Adviser Assistant
  • Financial Planning Assistant
  • Investment Operations Analyst
  • Investment Portfolio Administrator

Comparison uses occupation definitions, skill levels, tasks and title variants from the ABS OSCA data files.

Compliance risk score

4 of 4 factors passing

10 / 10
Verified official source
- ABS OSCA occupation record present
Previous edition migration
- OSCA to ANZSCO correspondence attached
Complete hierarchy
- Major, sub-major, minor and unit group links are present
Legacy crosswalk
- Legacy ANZSCO correspondence attached

How we calculate this score →

In this section

Frequently asked questions

What does OSCA 531932 do?

Paraplanner is the current ABS occupation record used to describe a specific occupation. It sits in the OSCA hierarchy and carries skill-level context plus related titles and tasks.

How should I read the skill level?

The skill level tells you the educational or training depth that the ABS associates with the occupation. It is a classification signal, not a salary band or a qualification checklist on its own.

Why is industry context shown on an occupation page?

Industry context helps when the title is common or ambiguous. It shows where the occupation is typically employed so you can compare it with the right ANZSIC family.

Source and trust

Official source
ABS OSCA 2024 release and correspondence tables
Last reviewed
2026-04-17

This site is an independent reference resource. It is not affiliated with, endorsed by, or connected to the ABS, ATO or any Australian Government agency.

Please verify critical classification decisions with the official authority before using them for tax, payroll, licensing, immigration or compliance work.

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