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 your future within one of Australia’s preeminent Wealth Management firms, with the added benefit of being based in one of regional Australia’s most livable communities while accessing the resources and support of a national platform. This firm is known for its collaborative culture, strong client relationships, and clearly defined career possibilities. As a part of their Partner succession plan, this is your opportunity to lead and grow the practice in Albury as either an Associate Partner or Partner, combining the strength of a national platform with the autonomy to make a real local impact. Here you will be provided with a genuine path to Senior Partner & Equity.
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 with a genuine client-first approach.
* 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 the firm's growth in the region.
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 career and development. You will be able to influence national direction, and be part of a collaborative, values-led partnership.
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