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Senior financial planner - equity partner path

Ballarat
FAAA Board, Financial Advice Association of Australia
Planner
Posted: 4 June
Offer description

The Financial Advice Association of Australia in Ballarat is seeking a skilled Financial Planner to manage an existing portfolio of high-end clients. You will not need to bring new clients onto the books; the focus is on providing exceptional service and advice across superannuation, investments, insurance, and retirement planning.

An ideal candidate will have over 3 years of experience as an Authorised Representative, be FASEA compliant, and possess a strong client-centric approach. Enjoy flexible hours and an above market base with clear bonus opportunities.

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