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...
About the company 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...
A leading financial services company is seeking an experienced Financial Planner to join their team in Australia. In this role, you will provide tailored superannuation advice to clients, focusing on quality without the pressure of business development. The ideal candidate has a solid financial planning background, holds AR status, and is eager to grow within the industry. This position comes...
- Delivering exceptional financial solutions to more people - Be part of a leading wealth management and advice-driven organisation - Permanent full-time opportunity, based Sunshine Coast or Gold Coast The opportunity to join our team As a Financial Planner at Bridges Financial, you’ll be accountable for managing the advice needs of existing clients, the conversion of prospective clients and...
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...
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...
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 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...
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 financial services provider is seeking experienced Financial Advisors to join their team in Geelong. In this full-time role, you will provide comprehensive financial planning services and maintain contact with clients, fostering new client relationships. Qualifications include 3-5 years of experience and full FASEA compliance. The position offers competitive benefits, flexible work options, and...
About the company 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...
About The Company 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...
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 leading financial services organization based in Australia seeks a Financial Planner to manage client advice needs and referrals effectively. This role emphasizes exceptional client experience and requires RG146 compliance and relevant educational credentials. Ideal candidates will thrive in a collaborative environment and be passionate about driving growth while helping clients achieve their...
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 leading financial advisory firm in Australia is seeking an experienced Financial Planner to join their Intrafund team. The role focuses on providing tailored superannuation advice to clients through virtual meetings, with a strong emphasis on high-quality service. Candidates should have relevant experience in Financial Planning and current AR status. The position comes with an attractive salary...
A leading financial advisory services provider in Australia is searching for an experienced Financial Planner to join their Intrafund team. In this position, you will deliver tailored superannuation advice to existing members, with a focus on quality rather than business development. The role includes full administrative support, allowing you to concentrate on providing high-quality financial...
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...
A reputable financial services firm in Western Australia is looking for an experienced Financial Planner to provide tailored superannuation advice to existing members. The role offers a supportive environment with full administrative assistance and allows for 4-5 meetings a day, focusing on delivering high-quality advice without business development targets. The ideal candidate holds AR status...