Financial Planning Role
We are seeking an experienced Financial Planner to join our team in Mackay.
* Develop and implement tailored financial strategies that protect clients' lifestyles and achieve their long-term goals.
* Provide comprehensive financial planning and investment advice aligned with clients' best interests.
* Present Statements of Advice and Records of Advice with clarity and confidence.
* Nurture strong, lasting relationships with clients and referral partners.
* Maintain compliance with regulatory requirements and uphold the highest professional standards.
This is an opportunity for a qualified and ambitious Financial Planner to take on new challenges and contribute to shaping the future of financial advice.