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Financial planner

Brisbane
FAAA Board, Financial Advice Association of Australia
Planner
Posted: 13 March
Offer description

The opportunity

Roskow Independent Advisory is seeking a qualified Financial Adviser to join our growing team in either Sydney or Brisbane.

We are specifically looking for a qualified Financial Adviser who is ready to step straight into the role and who also has prior paraplanning experience. That technical grounding matters to us, because we value advisers who understand the full advice process from strategy through to delivery.

This role suits an adviser who is technically capable, commercially aware, and confident working through both client strategy and advice preparation. You will work closely with experienced professionals in a business that values clear thinking, independence, and high standards.

This is not a sales-driven or product-led environment. We are looking for someone who genuinely cares about good advice, can manage complexity well, and takes pride in the quality of their work.

The role is hybrid, with flexibility to work primarily from home while being available for client meetings and team collaboration in Sydney or Brisbane as required.

About us

At Roskow Independent Advisory, independence is the foundation of everything we do. We do not sell products, accept commissions, or operate under institutional pressure. Clients engage us directly for transparent, strategy-first financial and wealth management advice.

We help people make confident, values-aligned financial decisions that improve their quality of life. Our work combines technical rigour with genuine human understanding. We believe great advice comes from seeing both the strategy and the person behind it.

We operate nationally, with offices across Brisbane, Melbourne, and the Sunshine Coast, and we are continuing to grow through a reputation built on integrity, clarity, and meaningful client relationships.

We value curiosity, competence, and emotional intelligence. These are not slogans. They shape how we work, how we communicate, and the standard we hold ourselves to.

About you

To be considered for this role, you will need to be fully qualified and ready to work as a Financial Adviser.

You will also bring:

* Prior paraplanning experience, with a strong understanding of strategy development and advice preparation
* Experience in financial advice and the ability to manage client relationships professionally and confidently
* Strong technical knowledge across superannuation, retirement planning, wealth accumulation, cash flow, and structuring
* The ability to contribute to high-quality strategic advice and well-constructed advice documents
* Strong attention to detail and the ability to think critically
* Clear written and verbal communication skills
* A calm, capable, and client-centred approach
* A genuine alignment with independent, fee-for-service advice
What we offer
* A genuine opportunity to be part of an independent advice business with strong growth momentum
* Meaningful, strategy-led client work
* A hybrid and flexible working environment
* A team that values trust, capability, and initiative
* The opportunity to work in a business focused on quality, not volume
To apply

If you are a qualified Financial Adviser with paraplanning experience and are looking to join a business that values independent thinking and high-quality advice, we would love to hear from you.

Apply via Seek with your CV and a short cover letter outlining your experience and interest in the role.

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