Financial Advisor
Financial Planner | Progressive & Goals-Based Wealth Practice - Location: Southbank
- Work Structure: Collaborative office environment with modern flexibility
- Role Type: Full-time, Permanent
- Specialty: Holistic Advice, Wealth Management & SMSF Specialist
About the Opportunity Are you a technically sharp, relationship-driven Financial Planner who thrives on delivering meaningful client outcomes rather than transactional volume?
We are a well-established, forward-thinking financial advice business known for our tailored, goals-based approach to wealth management. Due to ongoing organic growth, we are looking for an ambitious Financial Planner to step into a client-facing seat. You will be fully supported by an exceptional, high-performing internal team of paraplanners and client service associates, allowing you to focus entirely on what you do best: advising.
The Impact You Will Make: - Client Empowerment: Lead discovery meetings, design tailored lifestyle strategies, and partner with clients through regular, proactive review cycles.
- Strategic Advice Delivery: Construct and deliver high-quality, comprehensive advice across wealth creation, retirement planning, cash flow management, and SMSF structures.
- Practice Integration: Collaborate closely with their in-house technical support desks to ensure seamless, accurate, and timely advice implementation.
- Growth & Relationships: Actively nurture internal and external professional referral networks to organically expand the firm’s footprint.
What You Bring to the Team: - Experience: 3+ years of proven success operating as an Authorised Representative / Financial Planner.
- Technical Breadth: Deep technical capability across investments, superannuation and retirement planning. SMSF advice capability is highly regarded.
- Mindset: A high compliance focus, flawless ethical standards, and exceptional communication skills that make complex financial concepts simple for clients.
Qualifications: - Relevant Degree in Financial Planning, Finance, or Business.
- Passed the Financial Adviser Exam (FASEA).
- Hold a current ASIC Authorised Representative status.
Why You’ll Love Working Here - Culture First: Join a disciplined, high-performing team that values accountability, continuous improvement, and genuine professional development.
- True Structure & Support: They provide full back-office and workflow management support so you aren't bogged down in administrative bottlenecks.
- Attractive Rewards: Highly competitive salary package, clear career longevity, and performance-based incentives.
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Ready to take the next step? If you are looking for a stable, growth-oriented environment where your advice truly impacts lives, click
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