Financial Planning Professional
We are seeking an experienced and qualified Financial Planning Professional to join our team, supporting our existing senior adviser. The successful candidate will have a proven track record of delivering world-class financial advice that changes lives.
The role involves delivering tailored strategies using our proven, comprehensive advice framework, building and nurturing strong, long-term client relationships, and continuously developing your professional and technical expertise through structured mentoring and training. Our business operates on an industry best practice methodology that integrates every aspect of wealth creation – cash flow, superannuation, risk, investment, and tax. We equip our advisers with the latest tools, data insights, and systems to deliver high-impact, holistic financial advice that clients rave about.
To be successful in this role, you will need Permanent Working Rights in Australia with no restrictions, a minimum Bachelor's degree in Financial Adviser (Master's would be viewed favourably), at least 3 years' experience as a Financial Planner/Adviser or Associate Adviser in Australia, FASEA Exam Compliant, and a genuine passion for helping clients achieve long-term financial security.