Financial Planner

We are seeking an experienced and motivated Financial Planner to join our team. This role is suited to a professional adviser who is passionate about building trusted client relationships, providing strategic advice, and helping clients make confident financial decisions.

The successful candidate will work with a diverse client base across areas such as superannuation, retirement planning, wealth accumulation, personal insurance, investment strategy, and ongoing advice services.

Key Responsibilities

• Maintain strong ongoing relationships with new and existing clients.

• Provide high-quality personal financial advice aligned to client goals, needs, and circumstances.

• Develop and present advice strategies across superannuation, retirement planning, investments, insurance, and wealth creation.

• Prepare for and conduct client review meetings, ensuring advice remains appropriate and current.

• Ensure advice, documentation, and client files meet compliance, ethical, and licensee requirements.

• Contribute to business growth through referrals and excellent client service.

About You

• A practical, client-first approach to advice.

• Excellent communication, relationship management, and client presentation skills.

• Authorised to provide personal financial advice under an Australian Financial Services Licence.

• Listed, or eligible to be listed, on the ASIC Financial Advisers Register.

• Meets current financial adviser professional standards, including education, examination, professional year where applicable, continuing professional development, and ethical obligations.

• Demonstrated experience providing holistic financial advice to retail clients.

• Strong technical knowledge across superannuation, retirement income, investments, risk insurance, and advice strategy.

What We Offer

• A supportive and professional team environment.

• Access to established clients and referral opportunities – we are embedded within a very busy accounting practice with significant cross-referral opportunities.

• Administrative support to enable you to focus on advice and client relationships.

• A competitive remuneration package based on experience and capability.

How to Apply

If you are a Financial Planning professional committed to maintaining/building long-term client relationships and delivering quality advice we would like to hear from you.

Please submit your resume and a brief cover letter outlining your experience and suitability for the role.