VETASSESS Positive Skills Assessment for Financial Investment Adviser Without Employment Letters

Visa TypeSkills Assessment (VETASSESS)

CategorySkilled Migration

Case Summary

A Financial Investment Adviser with over 10 years of experience in Chinese-funded banks who was unable to obtain official employment letters from her employers obtained a positive VETASSESS skills assessment — with over nine years of relevant experience recognised — using an alternative evidence strategy.

Background

The applicant, a Financial Investment Adviser with over 10 years of experience in Chinese-funded banks, faced a significant barrier: due to internal policies and the sensitive nature of her role, her current bank was unable to provide reference letters while she remained employed, and former employers declined to issue documentation for ex-staff. Standard employment letters — the default documentary evidence for VETASSESS — were therefore unavailable.

Challenges

Current employer declined to provide reference letters due to internal financial services industry policies
Former employers refused to issue documentation for former staff members
The skills assessment had to be built entirely on non-standard evidence in the absence of any official employment letters

How We Helped

We developed an alternative evidence strategy tailored to the constraints of the financial services sector. We guided the applicant in gathering client investment portfolios, financial planning documents, internal communications regarding investment strategies, performance reviews, and third-party testimonials from clients and colleagues. We then prepared a comprehensive legal submission to VETASSESS explaining the exceptional circumstances and demonstrating how the collected evidence collectively verified her employment history and roles.

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Key Success Factors

Creative alternative evidence strategy drawing on investment portfolios, performance reviews, and third-party testimonials rather than standard employment letters
Detailed legal submission to VETASSESS explaining the industry-specific reasons why conventional documentation was unavailable
Demonstrated that the accumulated evidence collectively established the same facts as a standard employment letter would

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Outcome

VETASSESS accepted the evidence-based approach and granted a positive skills assessment outcome, recognising over nine years of relevant work experience as a Financial Investment Adviser. This provided the applicant with a critical foundation for her subsequent visa application.

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