Who We Are:
We are a boutique financial advisory practice located in South Perth, established in 1996, doing business under our own Australian Financial Services License (AFSL). We provide tailored financial advice to a diverse client base, specialising in investment management, retirement planning, and risk management.

Our Vision:
We possess a clear vision for our future and a defined purpose for our existence. Our practice operates based on strong values deeply embedded in our culture and our commitment to client outcomes.

Core Values:

Clarity

Security

Accountability

Key Responsibilities:

Providing tailored financial advice to clients, covering areas such as wealth management, superannuation retirement planning, investment strategies, risk management strategies and tax-effective strategies.

Developing and managing client portfolios to ensure alignment with financial goals and risk tolerance.

Building and maintaining strong, long-term relationships with clients, offering them ongoing advice and support.

Conducting in-depth client interviews to assess financial situations, needs, and objectives.

Monitoring market trends, financial products, and regulatory changes to provide up-to-date advice.

Collaborating with other professionals (accountants, legal advisers, estate planners) to ensure holistic advice.

Attending networking and industry events to stay connected with the financial planning community and further develop skills and knowledge.

Overseeing financial administration tasks, including compliance, document preparation, and client account management.

Providing mentoring and leadership to advisers and support staff.

Participating in a collaborative environment.

Key Attributes:

Client-Centric Mindset: A strong commitment to putting clients first and developing strategies that meet their long-term financial goals.

Technical Expertise: Extensive knowledge of superannuation, investment vehicles, retirement planning, and Australian tax laws.

Strong Communication Skills: The ability to clearly explain complex financial concepts to clients in a way they can easily understand.

Relationship Management: Proven experience in maintaining long-term, trusting relationships with all clients.

Regulatory Knowledge: A solid understanding of Australian financial regulations, including compliance with the Corporations Act, Financial Planners and Advisers Code of Ethics, and adherence to AFSL standards.

Analytical Skills: Strong ability to analyse financial markets and economic conditions to formulate and adapt strategies.

Leadership & Mentoring: Ability to support, train, and mentor staff.

Problem-Solving Skills: Ability to offer creative solutions to complex financial problems.

Qualifications & Experience:

A minimum of 10 years experience in financial planning or advisory roles in Australia.

Tertiary qualifications in finance, economics, or a related field.

Compliance with FASEA (Financial Adviser Standards and Ethics Authority) requirements.

Advanced Diploma of Financial Planning or equivalent.

CFP (Certified Financial Planner) certification or progress towards this is preferred.

Strong knowledge of Australian taxation, superannuation, and estate planning.

What We Offer:

Competitive salary package.

Long term opportunity.

A supportive, client-first culture with a focus on professional development.

Opportunity to work with a boutique team offering personalised client service.

Ongoing education and industry training to support career growth.

Potential to work-from-home upon approval.

Leadership and career progression opportunities for senior financial advisers.

If this sounds like you, please apply now!