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Update profile visibilityNational Wealth Advisory is a well-established wealth business generating strong volumes of client enquiries across superannuation, investment strategy and long-term wealth planning.Due to sustained growth and increasing demand for holistic financial advice, we are seeking an experienced Financial Planner with strong SMSF capability to work with a high volume of engaged clients in a commercially driven, strategy-focused environment.This role suits a planner who enjoys momentum, complex strategy conversations and working with quality clients — not cold prospecting or product pushing.For the right candidate, this role represents more than just a job — it offers the opportunity to step into long-term equity ownership and leadership as the business grows.
This will suit a commercially minded adviser who wants to help build, shape and ultimately own part of a successful advice business.The RoleDeliver holistic financial planning advice to retail clients across superannuation, SMSF structures, retirement planning, insurances, risk management and a broad range of investment product strategies (e.g. managed funds, platforms, ETFs and portfolio construction).
Manage the end-to-end advice process: discovery, strategy development, SOA presentation, implementation and ongoing client relationships.Construct and articulate diversified investment strategies aligned to client objectives, risk profiles and time horizons.Demonstrate proven proficiency in providing compliant SMSF advice, including fund establishment considerations, rollover strategies, investment strategy alignment and ongoing SMSF structuring.Provide high-quality strategic advice across wealth accumulation, capital structuring and long-term financial outcomes.Work collaboratively with internal teams and external professional partners where appropriate.Maintain high compliance standards and audit-ready documentation.About YouFASEA exam completed and eligible for authorisation under an AFSL.Proven track record delivering holistic financial advice across multiple investment product types, including significant experience advising SMSF clients.Relevant tertiary qualifications meeting current professional standards.Strong commercial mindset and ability to operate in a fast-moving environment.Confident working with complex client scenarios and time-sensitive transactions.Excellent communication and relationship-building skills.High attention to detail, strong documentation discipline and client-first mindset.Experience with modern advice platforms and CRM systems preferred.Why Join UsHigh-quality inbound client flow — no cold prospecting.Strong pipeline of diverse client opportunities across superannuation, investment strategy and SMSF.Strategy-led advice environment with operational support.Opportunity to grow into leadership and long-term equity participation for the right candidate.Backed by an established business with strong marketing and systems.Unlock job insightsYour application will include the following questions:Which of the following statements best describes your right to work in Australia?
How many years' experience do you have as a financial planner?
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