Position Title
Financial Adviser
Company Overview
Join a national advice group experiencing significant growth, with recent acquisitions expanding their footprint across Sydney, Melbourne, Newcastle, and regional locations. This is a purpose-driven organisation committed to delivering quality advice and long-term client outcomes.
Role Overview
We're seeking an experienced Financial Adviser to join the Sydney office. You'll be supported by paraplanners, client associates, and admin staff, allowing you to focus on building trusted relationships and delivering strategic advice across wealth, retirement, and lending.
Deliver holistic financial advice to a diverse client base
Engage in strategic discussions and tailor solutions to client goals
Collaborate with internal portfolio managers for investment construction
Identify lending strategies and cross-sell opportunities
Contribute to business growth and client engagement initiatives
Skills & Experience
Minimum 3–5 years' experience delivering holistic financial advice
Relevant tertiary qualifications + FASEA (or equivalent) compliance
Strong relationship-building and communication skills
Commercial mindset with ability to engage in strategic discussions
Motivated to grow client base and contribute to firm expansion
What's on Offer
Attractive salary package + equity opportunities
Approx. four support staff per adviser – focus on advice, not admin
Flexible working model (4 days office, 1 day WFH)
Annual conferences, social events, and recognition programs
Career progression in a growing national advice group
Click 'APPLY' or contact Shauna Callaghan on or email .
We are committed to providing a supportive culture and positively contributing towards creating diverse and inclusive workplaces for our candidates & clients. We invite candidates of all ages, genders, sexual orientation, cultural backgrounds, people with disability, neurodiverse individuals, and Indigenous Australians to apply.
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