About Us
At Guided Investor, we’re building a new kind of financial advice business—one that prioritises strategy over products, tech over paperwork, and relationships over sales.
We have a steady flow of inbound leads, a growing reputation for delivering high-quality, goals-based advice, and a solid focus on helping clients achieve financial independence. We're early in our growth journey, so this is an opportunity to not just do outstanding work—but help shape the future of the firm.
About the Role
We're looking for a qualified Financial Adviser ready to step into a role with real growth potential. You’ll be working with engaged clients, backed by robust systems, backend support, and the flexibility to focus on doing what you do best—delivering advice that matters.
Key Responsibilities
Make clients feel loved through meaningful conversations and great tailored advice.
Meet with new prospects – we have a lot coming in!
Lead client meetings and develop strategic advice
Prepare and present SOAs/ROAs with paraplanner support
Contribute to our evolving advice process and client experience
Play an active role in shaping a growing, modern advice business
What We’re Looking For
FASEA-qualified and fully authorised adviser
A team player – we believe in the motto “one team, one dream”
Solid communicator and strategic thinker
Passionate about helping clients achieve financial independence
Comfortable with technology and efficiency-driven advice delivery
Remuneration
Base salary aligned to your experience and skillset
Performance bonus tied to compliance, client feedback, and team culture
Revenue share structure linked to all upfront and ongoing advice fees
Superannuation at the standard super guarantee of 12%
Those who make a positive difference to the business and help drive its future growth will have the opportunity to become an owner.
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📌 Financial Planner Perth
🏢 FAAA Board, Financial Advice Association of Australia
📍 Perth