Lawson Delaney is Melbourne's leading firm when it comes to assisting Wealth Management and Accounting Practices achieve their business objective.
Join a nationally respected advisory firm with deep relationships across accounting, tax, and wealth, and enjoy the backing of a major brand that's investing in the next era of Partner succession.
This is a rare opportunity to lead and grow the Wealth Management division in Sydney, combining the stability of a national platform with the autonomy to create your own legacy.
What you'll do
* Lead a portfolio of high-net-worth individuals, families, and private business clients.
* Deliver forward-thinking advice across the firm's extensive client base.
* Build, mentor, and inspire a high-performing team focussed on a client first mentality.
* Drive business growth through your network and reputation.
* Collaborate with Partners in tax, superannuation, and investments to offer truly integrated solutions.
* Influence firm strategy and play a key role in Partner succession.
What you'll bring
* CFP, FASEA (or equivalent) and 10+ years relevant experience.
* Deep experience advising HNW individuals, family groups, and SMEs.
* Proven ability to grow relationships and drive new business.
* Commercially minded, entrepreneurial, and driven to make an impact.
* Leadership presence with a passion for developing others.
Why this firm
You'll join a forward-thinking professional services group that truly values its people, with the support, infrastructure, and flexibility to shape your own practice.
This is your chance to step into a leadership role with clear succession potential, influence national direction, and be part of a collaborative, values-led partnership.
If you are interested in discussing this specific opportunity or other similar options please contact Barry Hodson