A leading financial services provider in Queensland is seeking an experienced Financial Planner to deliver tailored superannuation advice to its members. This role involves 4 - 5 meetings daily, with all appointments booked and full administrative support provided. Ideal candidates will hold AR status and possess a tertiary degree aligned with FASEA education requirements. Attractive salary...
Overview Fortuna Advisory Group is a multi-disciplinary professional services firm delivering integrated solutions across Business Advisory, Tax and Accounting, Legal and Estate Planning, Financial Planning and Wealth Management, Mortgage Broking and Business Finance, Insurance Broking, Managed IT and Cyber Security, and HR and Recruitment services. With over 15,000 clients and a strong national...
About Us We're a well-established Australian financial planning practice known for our integrity, client-first approach, and genuine team culture. We provide holistic financial advice across retirement planning, investments, superannuation, insurance, and wealth creation. Our clients value our professionalism, care, and commitment — and we're proud to have built lasting relationships based on...
3 days ago Be among the first 25 applicants Job Summary Financial planning is the foundation of Mercer Advisors. The Financial Planning Group is a centralized group of paraplanners that supports Wealth Management Teams nationally to create customized and comprehensive personal financial plans. This position is best for a candidate who seeks to sharpen technical competency before advancing...
A boutique financial planning practice in Queensland seeks a dedicated Financial Planner to join their team. This role offers comprehensive training and an opportunity for career growth, focusing on providing ethical financial advice to doctors and their families. Ideal candidates will have at least 18 months of experience and a strong passion for financial planning. An excellent modern office...
A established financial services firm in Mount Barker, South Australia, is seeking a Financial Planner. The role involves engaging with an existing portfolio of clients and transitioning relationships. Ideal candidates will possess a diploma or degree in financial planning and demonstrate strong expertise in investment and retirement planning. A negotiable salary package and bonus structure are...
A financial services firm in Townsville City is seeking a Graduate Financial Adviser to join their structured program. You will gain valuable skills through mentoring and progressive roles in administration and paraplanning, eventually qualifying as a financial planner. Ideal candidates will have a relevant graduate degree and a proactive, client-focused approach. This role offers excellent...
A leading financial planning firm in Sydney is seeking a Financial Planner for a hybrid role focusing on both existing and new clients. The successful candidate will leverage established client relationships and collaborate closely with an accounting group. Ideal applicants have 5 years of relevant experience and strong technical skills. A competitive salary and incentives are on offer, alongside...
A growing financial advisory firm in Australia is seeking an Associate Adviser to support senior advisers in delivering holistic financial advice. Responsibilities include preparing file notes, contributing to client meetings, and supporting advice strategies. The ideal candidate should have over 2 years in the financial planning industry, strong communication skills, and be confident using...
A leading financial advisory practice in Perth is seeking an Associate Adviser to support senior advisers in preparing tailored financial plans and conducting client research. The ideal candidate will possess strong knowledge of financial planning concepts, excellent interpersonal skills, and relevant financial qualifications. This role is crucial for delivering high-quality client experiences in...
A financial advisory firm in Townsville City is seeking an Undergraduate Financial Adviser to join their team. The role offers aspiring professionals a chance to develop essential financial skills through a structured training program while completing their studies. Responsibilities include starting in administration, transitioning to paraplanning, and completing the FASEA professional year....
A leading financial advisory practice in Perth is seeking an Associate Adviser to support senior advisers in preparing tailored financial plans and conducting client research. The ideal candidate will need strong knowledge of financial planning concepts and excellent interpersonal skills. This role is crucial for delivering high-quality client experiences in wealth accumulation and financial...
A leading financial services firm in Australia, known for its client-centric approach, is seeking an experienced Financial Planner. The role involves providing tailored superannuation advice to existing members through virtual meetings, without business development targets, allowing for focus on high-quality advice. Ideal candidates hold AR status and possess experience in the Financial Planning...
Overview Our client is a South Australian owned business that services a broad range of business and private clients throughout South Australia. With more than 2 decades of experience, their team has grown their capability in the Adelaide Hills region. This is a current opportunity to join their team. Role Financial Planner Joining a professional and friendly team, your primary objective is...
Hybrid new business and existing client role for an experienced Financial Planner. Work closely with aligned accounting group on-site. - Mature Boutique Advisory Firm - Established Accounting Relationships - Hybrid Role - Book + Referrals - Full Back office Support The Company Multi office Sydney based Financial Planning firm with strong ties to the accounting sector and a proud 10 year...
A growing financial advisory firm in Australia is seeking an Associate Adviser to support senior advisers in delivering holistic financial advice. Responsibilities include preparing file notes, contributing to client meetings, and supporting advice strategies. Ideal candidates should have over 2 years in the financial planning industry, strong communication skills, and be confident using Xplan....
Opportunity to grow your career as a specialist financial planner in a high performing practice Comprehensive mentoring, training and ongoing education Join a wonderful, collaborative team and culture This is an exciting opportunity for an up and coming Financial Planner to join a high-performing boutique practice, with excellent career growth opportunities. With significant training and...
A leading financial advisory practice in Perth is seeking an Associate Adviser to support senior advisers in preparing tailored financial plans and conducting client research. The ideal candidate will possess strong knowledge of financial planning concepts, excellent interpersonal skills, and relevant financial qualifications. This role is crucial for delivering high-quality client experiences in...
A growing financial advisory firm in Australia is seeking an Associate Adviser to support senior advisers in delivering holistic financial advice. Responsibilities include preparing file notes, contributing to client meetings, and supporting advice strategies. Ideal candidates should have over 2 years in the financial planning industry, strong communication skills, and be confident using Xplan....
This highly regarded and well established leading industry fund has been established for many years and has always put a client centric approach at the heart of their business, allowing them to develop a solid and loyal client base. They are known for providing outstanding intrafund and holistic financial advice to a wide range of clients. Due to recent growth, they are looking for an experienced...