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Mda advisor / personal financial advisor (melbourne)

Melbourne
NAX Capital
Financial Advisor
Posted: 28 September
Offer description

Overview

NAX CAPITAL is a global leader in the cryptocurrency revolution, forging a bridge between traditional financial systems and digital assets. With over nine years of experience, we have established a proof of concept and delivered results that set the industry standard. We are regulated in Australia and internationally, with an AFSL, AUSTRAC registrations, and licenses in New Zealand and Canada. We are committed to institutional-grade regulatory frameworks and aim to empower institutions and investors with a trusted, compliant gateway to digital markets.

Key Responsibilities

- Ensure compliance with AFSL obligations under the Corporations Act and ASIC Regulatory Guide 105 (RG 105)
- Oversee investment strategies and decision-making under the Managed Discretionary Account (MDA) structure
- Provide personal advice oversight for wholesale clients, ensuring suitability and alignment with client objectives
- Guide asset allocation and portfolio construction across traditional and digital assets, including cryptocurrencies
- Contribute to governance, risk management, and internal control frameworks
- Monitor regulatory developments and ensure ongoing compliance with ASIC expectations
- Liaise with ASIC, legal counsel, and internal stakeholders to maintain transparent reporting and regulatory alignment
- Support onboarding, training, and supervision of staff involved in financial product delivery
- Assist in the development and refinement of investment policies, procedures, and documentation
- Actively participate in strategic planning and product development initiatives related to crypto investment offerings

About You

You are a seasoned financial services professional with a strong track record in investment management and client advisory, ideally within wholesale markets. You bring sound judgment, regulatory awareness, and a proactive mindset to complex decision-making environments. Whether navigating AFSL obligations or shaping crypto investment strategy, you lead with integrity, precision, and a commitment to compliance.

- Minimum 5 years’ relevant experience within the past 8 years across:
- Financial planning: Providing personal advice to wholesale clients
- Investment management: Leading or contributing to investment decisions under an MIS or similar structure
- Crypto investment: Experience managing or advising on digital assets (preferred but not essential)
- Strong understanding of AFSL compliance, MDA frameworks, and wholesale client engagement
- Demonstrated discretion with confidential information
- Prior exposure to financial services (mandatory) or cryptocurrency is advantageous
- Comfortable working in a fast-paced, agile startup setting

Benefits of working with NAX Capital

- Competitive salary on offer
- Join an innovative company redefining crypto investment
- KPI-based bonus structure after 6 months
- Daily catered lunch for employees
- Transportation allowance: Up to $300 per month toward fuel or public transport expenses
- Employee Assistance Program (EAP) for well-being and support
- Collaborate with legal, compliance, and product teams to build scalable solutions
- Be part of a global mission with real market impact

How to Apply

Please send your resume and a short cover letter to or call Kate De Young at for a confidential discussion.

We are excited to connect with someone who brings professionalism, energy, and initiative to the team.

#J-18808-Ljbffr

📌 Mda advisor / Personal financial advisor
🏢 NAX Capital
📍 Melbourne

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