Finance Broker Australia

Finance Broker Australia ANZSCO 222112:

  • Are you a Finance Broker? Are you planning for Australian immigration?
  • If you would like to immigrate to Australia as a Finance Broker, you will need to first decide which visa would be a suitable visa for you to apply.
  • Please check if your selected occupation is on any one of the skilled occupation lists
  • If your occupation is on any one of the lists, you may be eligible to apply for an Australian migration visa.

 

Finance Broker Australia ANZSCO 222112:

Description

Operates as an independent agent in the course of financial negotiations and arranges loans of money on behalf of clients. Registration or licensing is required.

Skill Level

2

Specialisations

  • Lease Broker
  • Mortgage Broker

Group: 2221 Financial Brokers

Description

operate as independent agents to facilitate the trading of commodities and arrange insurance and loans of money on behalf of clients.

Tasks

  • monitoring commodity prices, trends and other factors affecting the supply and demand for commodities
  • negotiating the purchase and sale of commodities such as grains, wool, minerals and metals
  • determining the specific financial and insurance requirements of clients, and researching and reviewing available finance and insurance products for suitability to meet clients’ requirements
  • analysing clients’ financial status, discussing financial options and developing financial strategies
  • recommending loan combinations that meet clients’ needs
  • interviewing prospective clients to explain insurance policy conditions, risks covered, premium rates and benefits, and to make recommendations on the amount and type of cover
  • arranging insurance, home loan mortgages and other types of finance for clients through banks, lenders, financiers and insurance companies
  • preparing documents which set out the conditions of finance, repayments and loan periods
  • identifying and advising on significant risk changes to clients’ insurance
  • broking complex and commercial leases, equipment finance, commercial finance, project finance and finance for property developers

Skill Level

Most occupations in this unit group have a level of skill commensurate with the qualifications and experience outlined below.
In Australia:
AQF Associate Degree, Advanced Diploma or Diploma (ANZSCO Skill Level 2)

In New Zealand:
NZ Register Diploma (ANZSCO Skill Level 2)

At least three years of relevant experience may substitute for the formal qualifications listed above. In some instances relevant experience and/or on-the-job training may be required in addition to the formal qualification.
Registration or licensing may be required.

Occupations in this Group

  • 222111 Commodities Trader
  • 222112 Finance Broker
  • 222113 Insurance Broker
  • 222199 Financial Brokers nec