Foreign qualification assessments

Am I eligible for an assessment?

Foreign qualifications must be equivalent to an Australian bachelor’s degree or higher.

You must include at least one eligible qualification with your application.

You do not need to apply for approval if you:

  • have completed an approved qualification and meet all the conditions or
  • are eligible to access the experienced provider pathway.

Before applying

Review Prior financial advice experience to determine whether you are an existing provider.

Review any documents which assess the level of your qualification. This may include assessments:

Review how to make a valid Statutory Declaration, in Australia or overseas.

Please include the supporting information with your application.

Please allow several weeks for Treasury to assess your application. Treasury may request further information during this process.  

Application outcome

You will receive the outcome in a Certificate of Assessment from Treasury.

Approval of a foreign qualification may be subject to completion of more study. The Certificate of Assessment will outline any study you need to complete.

If you need to do more study, your approval takes effect once completed. The Certificate of Assessment is not re-issued.

To show that you have an approved foreign qualification, you must keep copies of both the:

  • Certificate of Assessment, and
  • Evidence you have completed the extra study.

Your Australian Financial Services (AFS) licensee may request this information. 

More help

If you would like help with applying, or a previously issued Certificate of Assessment, please contact us.

To apply

Submit your details by using the approved application form.

Required documents

You must submit copies of the following documents with your application:

  • signed statutory declaration [PDF 159 KB | DOCX 25 KB] confirming all the documents are true copies
  • photo identification (passport or driver's licence)
  • if applicable, proof of name change document (for example, a marriage certificate).
  • academic transcript(s)
  • qualification award(s)

All documents should be in English, or with English translations.

Delays in assessment may occur if you do not supply all the required documents.

Applicant details

(including country and area code)
Have you received an assessment from the Treasury or former Financial Adviser Standards and Ethics Authority (FASEA) before?
Select the option that describes you best
Do you have a Financial Adviser/Authorised Representative Number (provided by ASIC)?

Documents upload

Download a statutory declaration [PDF 159 KB | DOCX 25 KB]
Maximum 5 files.
256 MB limit.
Allowed types: txt, rtf, pdf, doc, docx, odt, ppt, pptx, odp, xls, xlsx, ods.
For example, a passport or driver's licence
Maximum 5 files.
256 MB limit.
Allowed types: txt, rtf, pdf, doc, docx, odt, ppt, pptx, odp, xls, xlsx, ods.
For example, a marriage certificate
Maximum 5 files.
256 MB limit.
Allowed types: txt, rtf, pdf, doc, docx, odt, ppt, pptx, odp, xls, xlsx, ods.

Foreign qualifications

Maximum 5 files.
256 MB limit.
Allowed types: txt, rtf, pdf, doc, docx, odt, ppt, pptx, odp, xls, xlsx, ods.
Maximum 5 files.
256 MB limit.
Allowed types: txt, rtf, pdf, doc, docx, odt, ppt, pptx, odp, xls, xlsx, ods.
Maximum 5 files.
256 MB limit.
Allowed types: txt, rtf, pdf, doc, docx, odt, ppt, pptx, odp, xls, xlsx, ods.
Maximum 5 files.
256 MB limit.
Allowed types: txt, rtf, pdf, doc, docx, odt, ppt, pptx, odp, xls, xlsx, ods.

Documents in English or English translation confirmation

Foreign qualification assessment declaration

You must provide all information that may be necessary to enable us to assess your foreign qualification(s). Treasury accepts no liability in the event of an error caused by incorrect or omitted information from you or third parties in our assessment.

Applicant’s declaration

  • I have read and understood the instructions on this application form and supplied all information requested.

  • The information I have provided is true, correct, and complete, and is not false or misleading.

  • I understand that providing false or misleading information may constitute a criminal offence under Australian law and may result in relevant authorities being notified.

  • I understand the information I have provided will be used to assess my application for approval of my foreign qualification.

  • I understand if I do not provide the requested information, Treasury may not be able to assess my application.

  • I understand the information I have provided may be collected using a contracted third party provider and will be handled in accordance with Treasury's privacy statement (link opens in new window).

  • I understand Treasury may contact relevant parties and institutions, including where these parties and institutions are overseas, regarding the contents of my application. This may involve sharing my personal information with these parties for the purpose of identifying and verifying the information provided.

  • I understand that if my information is shared to a party or institution which is overseas, Treasury will be unable to control the way in which the recipient holds, uses, and discloses my personal information.

  • I understand Treasury may contact the Australian Securities and Investments Commission (ASIC) to verify relevant information and enable assessment of my application.

  • It is my responsibility as the applicant to notify regulatory bodies, employers or education providers of the outcome of a foreign qualifications assessment, where required.

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