Shape the Future of Wealth Advisory
Are you ready to elevate your career in a firm that prioritises client outcomes, professional growth, and meaningful relationships? Our fee-only, client-first model offers low advisor-to-client ratios, giving you the space to deliver truly impactful advice.
We understand that exceptional advice comes from passionate people who thrive in an environment where they feel empowered to shape outcomes. That's why we've created a top-performing business with a collaborative culture where every employee has a tangible impact.
Sustained growth is key to our success – 20% year-on-year growth over the past six years, with over $2 billion in assets under management in our Sydney office.
Why Choose Us?
* A clear and supported progression pathway to equity ownership.
* Advise successful business owners, senior executives, and ultra-high-net-worth family groups.
* Working under our own license and partnering with other divisions to deliver holistic solutions.
* Ongoing technical and soft skills training to support your career goals.
* Mentor and develop junior team members as a senior leader.
Expert Support
You'll have direct access to a seasoned Investment Committee and our Chief Economist—formerly Chief Economist at Westpac Business Bank—who will collaborate with you to enhance investment strategies and deliver exceptional client outcomes.
Gain access to industry-leading tools including Bloomberg, Macrobond, Morningstar Direct, premier investment research houses, and insights from two independent investment asset consultants to support informed, high-conviction advice.
A Day in the Life
As a wealth advisor, your day might look like this:
* Lead and manage client relationships.
* Conduct progressive client reviews and develop tailored financial strategies.
* Produce complex strategy advice documents with support from a +20-person team.
* Oversee investment analysis, portfolio construction, and management.
* Advise on wealth accumulation, estate planning, tax minimisation, and asset protection.
What We Offer
At our company, you can expect:
* Clear and proven career progression pathways.
* Flexible working to help you balance work and personal responsibilities.
* Free company-provided Salary Continuance insurance.
* Extended EAP to support you and your eligible family members.
* Bi-Monthly Colleague Lunch.
* Dress for your day.
* Working in a vibrant and collegiate culture where your contribution is valued.
About Us
We are a leading network of Chartered Accountants and business advisors, established in 1895, with over 140 partners and 1,100 professional staff across 10 offices in Australia and New Zealand, focusing on deeply understanding clients' needs and tailoring solutions that go beyond traditional accounting and advisory services.
If you want to join a company where friendships are forged and careers made, then come on over to a place that's delivering more than just advice.
We are committed to creating an inclusive workplace where diverse perspectives are celebrated, and everyone feels valued.