ANZSCO 1.3 occupation

Financial Investment Adviser: ANZSCO code 222311

Financial Investment Adviser is occupation 222311 in ANZSCO 1.3, the classification Immigration New Zealand uses for most work visas and every Skilled Migrant Category application. It sits at ANZSCO skill level 2, in unit group 2223 Financial Investment Advisers and Managers.

ANZSCO code
222311
Skill level
2 New Zealand level (Australia: 1)
Unit group
2223 Financial Investment Advisers and Managers
Green List
No

Financial Investment Adviser: qualifications and experience required in New Zealand

ANZSCO places this occupation at skill level 2. For New Zealand, ANZSCO describes the qualifications and experience as:

NZQF Diploma, or at least three years of relevant experience. In some instances relevant experience and/or on-the-job training may be required in addition to the formal qualification. Registration or licensing is required.

ANZSCO gives this occupation a different skill level in each country: 1 in Australia and 2 in New Zealand. Immigration New Zealand uses the New Zealand level, so Australian lists and sites that show level 1 do not apply to a New Zealand visa.

Under the National Occupation List, code 222311 is "Financial Advisor" at NOL skill level 2: NZQCF Diploma, or at least three years of relevant experience may substitute for the formal qualification (NZQCF Level 5-6/NOL Skill Level 2).

A skill level describes the occupation, not you. Immigration New Zealand matches a job to the single closest occupation, and the skill level comes from that occupation; more experience does not move an occupation to a higher level.

What does a financial investment adviser do?

Develops and implements financial plans for individuals or organisations, and advises on investment strategies and their taxation implications, securities, insurance, pension plans and real estate. Registration or licensing is required.

Tasks for unit group 2223 Financial Investment Advisers and Managers include:

  • Interviewing prospective clients to determine financial status and objectives, discussing financial options and developing financial plans and investment strategies
  • Monitoring investment performance, and reviewing and revising investment plans based on modified needs and changes in markets
  • Recommending and arranging insurance cover for clients
  • Arranging to buy and sell stocks and bonds for clients
  • Advising on investment strategies, sources of funds and the distribution of earnings
  • Setting financial objectives, and developing and implementing strategies for achieving the financial objectives
  • Managing funds raised from personal superannuation savings policies and unit trusts
  • Assisting in meeting superannuation compliance requirements
  • Directing the collection of financial, accounting and investment information and the preparation of budgets, reports, forecasts and statutory returns
  • May refer clients to other organisations to obtain services outlined in financial plans

Other job titles under ANZSCO 222311

Alternative titles and specialisations from ANZSCO, and job titles Stats NZ lists under the same code:

  • Financial Planning Adviser
  • Banking Consultant
  • Chief Financial Adviser
  • Finance Consultant
  • Financial Adviser
  • Financial Advisor
  • Financial Agent
  • Financial Business Analyst
  • Financial Consultant
  • Financial Planner
  • Financial Planning Consultant
  • Financial Planning Coordinator
  • Investment Analyst
  • Investment Consultant
  • Senior Financial Adviser
  • Account Management Adviser
  • Assistant Adviser Finance
  • Banking Adviser
  • Budget Adviser
  • Finance Adviser
  • Financial Adviser Broker
  • Financier
  • Investment Adviser

What skill level 2 means for New Zealand visas

Visa rule For this occupation More
Accredited Employer Work Visa: longest visa Up to 5 years for skill level 1 to 3 roles. AEWV guide
AEWV: evidence of English Not required for skill level 1 and 2 roles. AEWV guide
Supporting a partner's visa The skill level 1 to 3 wage threshold applies. Partner of a Worker
Skilled Migrant Category: Skilled Work Experience pathway Open to skill level 1 to 3 occupations, with work experience and pay requirements. Skilled Work Experience pathway
SMC red and amber lists Not on either list. INZ's lists
SMC Trades and Technician pathway Not on INZ's list of eligible occupations. INZ's list
Green List No Green List role is listed under this code. INZ's Green List

Rules as published by Immigration New Zealand. Lists synced 31 October 2026. Each visa has further requirements beyond skill level, including pay and work experience.

National Occupation List occupations for ANZSCO 222311

Stats NZ's National Occupation List is gradually replacing ANZSCO. These NOL occupations map to ANZSCO 222311. Immigration New Zealand accepts a NOL code only for an AEWV or job check, and only for occupations on its published list; for any other visa, use the ANZSCO code.

NOL code NOL occupation NOL skill level INZ accepts for an AEWV
222311 Financial Advisor 2 Not yet
222313 Paraplanner 2 Not yet

More about this job in New Zealand

Stats NZ links this occupation to Tahatū, the government careers website, which has more about the work in New Zealand, including pay: Budget adviser , Financial adviser , Financial investment adviser , Investment analyst .

Not sure this is your occupation?

Picking the right occupation decides the skill level, and with it the visa rules above. Talk it through with us: we will listen to your situation and match you with the right IAA-licensed adviser. You can also check your pay and work experience against the residence wage rules with our calculator.

Frequently asked questions

What is the ANZSCO code for Financial Investment Adviser?

Financial Investment Adviser is ANZSCO 1.3 occupation 222311, in unit group 2223 Financial Investment Advisers and Managers. Immigration New Zealand uses ANZSCO 1.3 for most work visa applications and all Skilled Migrant Category applications.

What skill level is Financial Investment Adviser?

ANZSCO skill level 2, where 1 is the most skilled and 5 the least. NZQF Diploma, or at least three years of relevant experience. In some instances relevant experience and/or on-the-job training may be required in addition to the formal qualification. Registration or licensing is required.

Is Financial Investment Adviser on the Green List?

No Green List role is listed under ANZSCO 222311 on Immigration New Zealand's Green List as at 31 October 2026.

Sources: ANZSCO version 1.3, Australian Bureau of Statistics, CC BY 4.0, synced 31 October 2026; National Occupation List V3.0.0, Stats NZ, CC BY 4.0, synced 1 November 2026; Immigration New Zealand occupation lists, synced 31 October 2026. This page reproduces published classifications and Immigration New Zealand's lists. It is general information, not immigration advice. ProVisas is a licensed New Zealand immigration advisory firm (IAA Licence 201301110).