About Us

Capital Haus is a premier private wealth management firm offering tailored financial solutions to high-net-worth clients. With a direct-to-market approach, we provide bespoke financial planning, investment advice, and wealth management services. As we expand our presence in Townsville, we are seeking a skilled Financial Planner to join our team and contribute to our continued growth.

The Role

As a Financial Planner at Capital Haus, you will play a critical role in servicing our existing client base while also developing new client relationships. Working closely with our in-house stockbrokers and accountants, you will provide holistic financial planning advice, ensuring that clients receive high-quality, personalised solutions aligned with their financial goals.

Key Responsibilities

• Provide comprehensive financial planning advice, including wealth management, retirement planning, estate planning, and risk management.
• Service an established client base (70% of the role) while also developing new business opportunities (30%).
• Collaborate with stockbrokers and accountants within the firm to implement client strategies and optimise investment outcomes.
• Recommend investment solutions directly to clients and oversee strategy implementation.
• Build and maintain strong relationships with local accountants, lawyers, and referral partners to enhance client acquisition and retention.
• Actively participate in networking events, business groups, and local chambers to strengthen Capital Haus’s presence in Townsville.
• Ensure compliance with ASIC and FASEA standards, adhering to all relevant financial planning regulations.
• Utilise financial planning software, including Xplan, Praemium, Complii, and Openmarkets, to manage client portfolios effectively.
• Work closely with the Head of Private Wealth to contribute to strategic business growth and development.

About You

To be successful in this role, you will have:

• A minimum of Graduate Diploma of Financial Planning and FASEA compliance qualifications.
• Experience in providing financial planning services to high-net-worth clients.
• Strong knowledge of investment strategies, superannuation, estate planning, and alternative investments (preferred).
• A proven ability to develop and grow a client base while maintaining exceptional service standards.
• A proactive approach to networking and business development.
• Excellent communication skills, with the ability to build trust and long-term relationships with clients and professional partners.
• Familiarity with Xplan, Praemium, Complii, and Openmarkets.

Career Growth & Opportunities

This role offers significant career advancement potential, with opportunities to progress into a senior financial planner or partner-level position. As Capital Haus continues to expand, you will be a key player in shaping the firm’s presence in Townsville and beyond.

Why Join Capital Haus?

• Established client base with strong growth potential.
• Competitive base salary + performance-based bonus structure.
• Opportunity to work alongside experienced stockbrokers and accountants.
• Supportive leadership team and collaborative environment.
• Clear career progression to senior and partner-level roles.

How to Apply

If you are a motivated Financial Planner looking for an opportunity to grow your career in a dynamic wealth management firm, we’d love to hear from you. Apply now to join Capital Haus and make an impact in the Townsville market!