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Join Liviti Property & ScaleUp 360 | Licensed Role | Wealth Creation Focus | Self-Employed Partnership
About Us
Join Liviti Property & ScaleUp 360 | Licensed Role | Wealth Creation Focus | Self-Employed Partnership
About Us
Liviti Property, a subsidiary of St Trinity Property Group, helps everyday Australians build long-term wealth through strategic property investment. Paired with ScaleUp 360, a specialist platform that supports licensed financial professionals to scale their own advisory businesses, we offer a unique model that fuses property, lending, and financial planning into one cohesive solution for clients.
Together, Liviti and ScaleUp 360 empower advisors to grow their brand, client base, and income with full operational support, qualified leads, and the tools to deliver advice that changes lives.
The Opportunity
We're seeking a licensed and experienced Financial Advisor / Financial Planner to join us in a self-employed partnership model. This is an opportunity to align with two fast-growing brands and deliver holistic, property-integrated financial advice.
You'll work with motivated clients—many already in the property pipeline—to deliver tailored advice across budgeting, superannuation, investments, insurance, and long-term wealth strategy.
What You'll Do
* Provide licensed, compliant financial advice aligned to clients' goals
* Help clients structure and build wealth through property and financial planning
* Offer strategic guidance across superannuation, investments, risk protection, and retirement
* Collaborate with Liviti's finance and property advisory teams to deliver integrated solutions
* Manage your own client portfolio while leveraging qualified leads from Liviti and ScaleUp 360
* Run your business with the freedom of a partnership, backed by expert support in marketing, compliance, and administration
What You'll Need
* Current financial planning licence (Authorised Representative under an AFSL or own AFSL)
* Minimum 5 years' experience in financial advice or financial planning
* Diploma or Advanced Diploma of Financial Planning (RG146 compliant)
* Strong technical knowledge in superannuation, investments, insurance, and strategy
* Proven ability to build trust and deliver client-focused outcomes
* Passion for long-term wealth creation and a deep interest in property as a growth vehicle
* Business ownership mindset with a desire to scale your own brand
What's in It for You
* Self-employed partnership model with strong earning potential
* Access to qualified leads from Liviti's property buyer/investor network
* Back-office support for admin, paraplanning, compliance, and marketing
* Collaborative ecosystem with property advisors, mortgage brokers, and finance specialists
* Advanced CRM and advice delivery tech
* National Reach – Have access to our national network of offices interstate and in our Sydney HQ
* Full freedom to grow your own advisory brand and client book
Why This Model Works
You're not just an advisor—you're a partner. You'll have access to warm leads, strategic property advice opportunities, and the backend support of two high-performing businesses focused on helping Australians build wealth through property and structured financial advice.
Seniority level
* Seniority level
Not Applicable
Employment type
* Employment type
Full-time
Job function
* Job function
Consulting
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