Canberra Advice Financial Planning, a boutique, client-focused advisory firm in Canberra, is seeking a fully qualified Financial Planner with 1–3 years' experience to join our growing team.
This role combines financial advisory work with administrative and support responsibilities, assisting the Principal Financial Adviser as needed. You will provide tailored advice across superannuation, retirement planning, wealth planning, and wealth protection for a loyal client base, including public service and Defence community clients.
Key responsibilities
* Work closely with an experienced Principal Adviser and provide product agnostic strategic advice.
* Provide expert financial advice across superannuation, retirement planning, wealth planning, and wealth protection.
* Develop and implement strategies for clients, including CSS, PSS, MSBS, DFRDB, and other defined benefit schemes.
* Maintain accurate client records and ensure compliance with regulatory requirements.
* Assist and support the Principal Financial Adviser with client servicing, reporting, and workflow management.
* Perform administrative duties including scheduling, documentation, and client follow-up as needed.
* Contribute to continuous improvement of processes and client service standards.
This position is ideal for a motivated, technically skilled Financial Adviser ready to contribute to a fast-growing client base and work closely with an experienced Principal Adviser in a supportive, collaborative environment.
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