Lawson Delaney is Melbourne's leading firm when it comes to assisting Wealth Management and Accounting Practices achieve their business objective.
Lead with purpose and shape the future of Wealth Management in one of regional Australia’s most liveable communities.
Join a national professional services firm known for its collaborative culture and strong client relationships. With Partner succession in mind, this is your prospect to lead and grow the Wealth Management practice in Albury — combining the strength of a national platform with the autonomy to make a real local impact.
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 opportunity
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 team-oriented, values-led partnership.
If you are interested in discussing this specific chance or other similar options please contact Barry Hodson at
J-18808-Ljbffr