Company Description
Elite Finance Australia, based in Perth, specializes in assisting local residents with home loan inquiries and strategies. Understanding that achieving homeownership can often feel out of reach, the company provides expert guidance to simplify the process. By leveraging their broad experience, they aim to make homeownership accessible and achievable for individuals and families. Elite Finance Australia focuses on creating personalized strategies and timelines to meet the unique needs of each client.
Role Description
This is an on-site role based in Osborne Park, WA, for a Financial Planner. The Financial Planner will work closely with clients to assess their financial needs, create personalized financial strategies, and guide them towards achieving their goals, such as homeownership or retirement planning. Daily tasks include providing expert financial advice, preparing financial plans, assisting with retirement strategies, and ensuring compliance with relevant regulations.
Qualifications
Expertise in Financial Planning and Certified Financial Planning
Experience in Personal Financial Planning and Retirement Planning
Strong understanding of financial principles and practices, including proficiency in Finance
Excellent communication and interpersonal skills to build trusted client relationships
Attention to detail and ability to create effective financial strategies
Relevant certifications, such as CFP (Certified Financial Planner), are advantageous
Knowledge of Australian financial regulations is beneficial