Financial Adviser - Sunshine Coast - Growing practice
A busy mid-sized Financial Services firm on the coast is seeking a motivated Financial Adviser to join their expanding Financial Planning team. You'll work alongside an experienced Adviser and Senior Adviser, taking on new clients and gradually managing your own key client portfolio.
Key responsibilities:
Lead new client meetings and reviews
Research, develop, and implement financial strategies
Review SOAs/ROAs prepared by paraplanners
Liaise with the team to implement recommendations
Grow and manage your own client database over time
Benefits:
High client interaction and meaningful advisory work
Flexible, high-trust work environment with no micromanagement
Career progression with genuine pathway to partnership and long-term equity
Competitive base salary + bonus scheme
About You:
Minimum 5 years' experience in financial planning or similar
ADFP / tertiary qualifications and Authorised Representative requirements met
FASEA exam completed
Strong skills across all areas of wealth advice, investments, and financial planning
Excellent communication, attention to detail, and compliance focus
To Apply:
Please submit your CV directly through LINKEDIN, OR send your CV to
Madeleine Knudsen | LinkedIn
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