 Quick information on ... |
|
|
|
|
|
|
|
|
|
|
|
|
| Call us or ask us here ... |
|
|
|
We help applicants having the following skills, get 457 work visas or permanent residence visas for Australia - Just ask us!
3213-11 Financial Investment Adviser
Financial Planning Adviser
Developing and implementing financial plans for individuals, businesses and organisations, and advises on tax and investment strategies, securities, insurance, pension plans and real estate.
Skill Level:
An AQF Diploma or higher qualification or at least 3 years relevant experience. Sometimes relevant experience is required in addition to the formal qualification.
Tasks Include:
- interviewing prospective clients to determine financial status and objectives
- analysing client's financial status, discusses financial options and develops financial strategies
- reviewing and revising plans based on modified needs and changes in investment markets
- recommending and arranging insurance cover for clients
- may be referring clients to other establishments to obtain services outlined in financial plan
- may be arranging to buy and sell stocks and bonds for client
- may be renting, buying and selling property under clients' instructions
|
|
Practice Director
Sponsorship & Nomination
Nilesh Nandan
BBus LLB(QUT) GDLP (QUT)
MBA(IntBus) MARN 0104983
Practice Director
Skilled Immigration
David Coote
MA MEdAdmin
MARN 9577328
Service Delivery Manager
Christopher Kaindi
BA(Econ)MSD
Service Delivery Manager
Neil Paris
BFin(Accy)LLB GDLP
Practice Manager
Mariana Stecker
BCom Ma(English)
Student Visa Services
Greg Newton
B Com MARN 2273844
 |
|
Sponsorship & Employer Nomination