About Us

We are a privately owned, dynamic financial planning firm ranked in the top 10% nationally. Our boutique wealth management business partners closely with established accounting firms to deliver holistic, client-first financial advice. With a strong reputation for integrity and personalised service, we’re proud to help individuals and families achieve long-term financial success.

The Opportunity

We’re seeking an experienced and ethical Financial Adviser to join our growing team. This is a rare opportunity to step into a warm book of loyal clients, supported by a collaborative environment and strong accounting JV partnerships. You’ll have the tools, resources, and autonomy to hit the ground running and make a meaningful impact from day one.

What You’ll Do

Deliver high-quality, holistic financial advice tailored to each client’s unique goals

Manage and grow an existing client base while working closely with our Accounting JV partners

Build and maintain long-term client relationships through regular reviews and strategic updates

Ensure all advice and documentation is compliant and, in the client’s, best interest

What We Offer

$90,000 – $120,000 + super

Autonomy to manage your own client relationships

Dedicated back-office support to help you focus on client outcomes

Ongoing professional development and mentoring

Clear equity pathway for the right candidate

Modern office in beautiful Albert Park

Immediate start available

What We’re Looking For

FASEA-approved degree or equivalent

ASIC Authorised Representative status

Minimum 2+ years’ experience as a Financial Adviser in Australia

Strong communication skills and a genuine client-first mindset

Ability to work independently and collaboratively in a small, supportive team

If you're personable, detail-oriented, and thrive in a team-focused environment, we’d love to hear from you.

Apply now to take the next step in your financial advice career with a firm that values integrity, growth, and long-term success—for both clients and team members.