Financial Advisers provide personalised financial planning, investment advice, and wealth management services to individuals and businesses in New Zealand. FMA licensing is required to provide regulated financial advice.
Talk to a licensed NZ immigration adviser about your Financial Adviser visa pathway.
Get Free Assessment →This is an ANZSCO Skill Level 3 occupation, qualifying for an Accredited Employer Work Visa (AEWV) with up to 5 years duration. After 2 years of NZ work experience you can apply for Skilled Migrant Category residence.
Financial Advisers in New Zealand provide regulated financial advice to clients on investments, KiwiSaver, insurance, retirement planning, estate planning, and lending. Under the Financial Markets Conduct Act 2013, all NZ financial advisers must be licensed by the Financial Markets Authority (FMA) or authorised by a Financial Advice Provider (FAP). NZ's growing wealth management market, increasing KiwiSaver balances, and ageing population are driving demand for qualified financial planners. Banks (ANZ Wealth, ASB, Westpac), insurance companies, independent advisory practices, and dealer groups employ financial advisers. The CFP (Certified Financial Planner) designation is the global standard.
Salaries are based on NZ market data. Regional and rural positions may offer allowances, relocation support, and retention bonuses in addition to base salary.
Source: Immigration NZ Operational Manual (WA3.16) — updated 9 March 2026
Yes. Financial Adviser (ANZSCO 222311) is ANZSCO Skill Level 1, qualifying for a 5-year AEWV. FMA licensing or working under a licensed FAP is required to provide regulated advice in NZ. Most employed financial adviser positions pay at or above NZ$35.00/hr.
Yes — CFP International has a mutual recognition process. Overseas CFP holders can apply for CFP NZ recognition through Financial Advice NZ. You will also need to complete the NZ Certificate in Financial Services (Level 5) which covers NZ-specific financial law and regulation. Contact Financial Advice NZ (financialadvice.nz) for details.
NZ reformed financial advice regulation in 2021 under the Financial Markets Conduct Act (FMCA). All advisers must now hold the NZ Certificate in Financial Services (Level 5) as a minimum, be licensed by the FMA or nominated under a FAP, and meet ongoing CPD requirements. The regime is now more similar to Australia's AFSL framework.
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