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We’re not just another financial planning firm — we're backed by one of Australia’s largest independent mortgage brokerages, giving us direct access to a constant stream of high-quality client referrals. With an extensive existing book and a well-established brand nationally, we’re positioned for serious growth.
Now, we’re looking for a Senior Financial Adviser ready to step beyond traditional advice and help take the business to the next level.
The Opportunity
This is more than just an advice role. You'll have the chance to:
* Manage an extensive existing book of loyal clients
* Receive direct, consistent referrals from one of Australia’s leading mortgage brokerages
* Benefit from a competitive salary + commission model to reward both stability and performance
* Work alongside a dynamic leadership team focused on growth and innovation
* Build your career towards equity/ownership opportunities as part of our long-term vision
We are offering a platform for an experienced adviser who wants more — more opportunity, more responsibility, and real career progression.
What You'll Be Doing:
* Providing holistic financial advice across superannuation, retirement planning, investments, insurance, and wealth creation
* Managing and nurturing an existing client base while growing new business from ongoing referrals
* Contributing to the strategic direction of the financial planning division
* Ensuring compliance with regulatory requirements and maintaining the highest advice standards
* Leading and mentoring as the team expands in future growth stages
What We’re Looking For:
* Minimum 5+ years' experience as a licensed Financial Adviser in Australia
* FASEA-approved qualifications
* A passion for helping clients achieve financial success
* Strong business development skills — you're proactive, strategic, and driven to grow
* Exceptional relationship management and communication skills
* A genuine desire to be part of a growth journey, not just a salaried role
Why Join Us?
* Extensive client book handed to you from day one
* Constant direct referrals from a trusted national brand
* Clear career progression with potential for ownership/equity
* Full operational support (admin, paraplanning, marketing) so you can focus on advice
* Flexibility and a strong company culture that values entrepreneurship, collaboration, and innovation
Seniority level
* Seniority level
Mid-Senior level
Employment type
* Employment type
Full-time
Job function
* Job function
Finance and Sales
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