Australia Visa  
 
Australia Visa Online    
 
 
  How It Works ?  
  » Select Your Visa  
     
  Skilled Migrant Visa  
  Visa Requirements  
  Skilled Occupations  
  List of Occupations  
  Bonus Occupations  
  Processing Time  
  Costs  
  Visa Entitlements  
  Visa Sub-classes  
  :: Other Visas  
  Tourist Visa  
  Business Visa  
  Visitor Visa  
  Live In Australia Visa  
  Migrate To Australia  
  » Other Info  
  Australian Embassy  
  Australian ETA  
  About Us  
  Contact Us  
  Links  
 
  Australian Visa Services
 

Financial Investment Adviser

 
««- Back  
 

General Overview:

Develops and implements financial plans for individuals, businesses and organisations, and advises on tax and investment strategies, securities, insurance, pension plans and real estate.

Tasks Include:

  • interviews prospective clients to determine financial status and objectives
  • analyses client's financial status, discusses financial options and develops financial strategies
  • reviews and revises plans based on modified needs and changes in investment markets
  • recommends and arranges insurance cover for clients
  • may refer clients to other establishments to obtain services outlined in financial plan
  • may arrange to buy and sell stocks and bonds for client
  • may rent, buy and sell property under clients instructions
 
Australian Immigration & Visa Information For Some Other Occupations
 
 
 
««- Back  
 
 
 
 
Copyright© Australian Visa Pty Ltd 2019