CEO @ Tomorrow Financial Solutions | Wealth Creation Strategies
Now Hiring: Loan Processor (Full Time)
Location: HawthornEast or Melbourne 3004
Industry: Financial Services
Semi-Senior Financial Planner – StKilda/HawthornEast
Role overview
TFS is a dynamic, licensed advisory business seeking a Senior Financial Planner to join our Melbourne office. As a Senior Financial Planner, you will be a pivotal part of TFS’s advisory practice, providing tailored financial planning and wealth‑management services to a growing portfolio of clients.
In this role, you will advise high-value clients, prepare comprehensive financial plans, execute investment trades, and ensure full compliance with ASIC regulations. Leads are provided; your focus is on delivering high-quality advice, deepening relationships, and achieving measurable revenue targets.
Your background: at least 3 years’ experience as a financial planner; strong technical knowledge of superannuation, including SMSF, investment, and insurance strategies; excellent communication and CRM skills; CFP qualification is highly regarded (or progress).
Why TFS? We offer a competitive salary, modern offices in HawthornEast or Melbourne 3004, a pipeline of warm leads, and career development support.
Join a forward-thinking firm where client outcomes and compliance standards come first.
Apply now to accelerate your financial planning career with TFS.
Ready to take your career global?
Apply now to become part of a team that’s redefining financial services — one strategy at a time.
Send your CV to
Seniority level
- Mid-Senior level
Employment type
- Full-time
Job function
- Finance and Sales
#J-18808-Ljbffr
📌 Financial Planner
🏢 Tomorrow Financial Solutions
📍 Melbourne