About the Role
As a Senior Financial Adviser, you will be responsible for developing tailored superannuation, retirement, and wealth-building strategies that align with clients' financial objectives. You will provide specialised advice on investments, tax-efficient strategies, and maximisation of age pension entitlements.
* Develop detailed financial assessments to optimise clients' investment portfolios and maximise growth potential.
* Collaborate with clients to navigate inheritance, trust, and estate planning, ensuring secure financial futures.
* Build long-term client relationships by offering ongoing support and straightforward financial guidance.