About the Role
Step into a role within a high-performing, Brisbane-based financial planning firm that’s been operating for over 30 years, recently strengthened through strategic mergers. The team is committed to personalised, ethical, and client-focused financial planning

You'll collaborate closely with experienced Senior Advisers to support clients across all stages—from discovery and strategy through to implementation and ongoing service.

What You’ll Be Doing

• Preparing review packs, advice briefs, financial models, and risk assessments
• Assisting Senior Advisers with document preparation and client communications
• Conducting research and contributing to tailored, holistic plans
• Ensuring compliance and procedural standards are consistently met
• Progressing your Professional Year, exam, and required qualifications

What’s On Offer

• Fully mentored Professional Year progression, with flexible working arrangements
• Exposure to broad advice areas: superannuation, investment strategy, lending, tax, estate planning, aged care and more
• Structured training, peer learning and opportunities for career progression in a well-resourced Brisbane office
• Salary package of $90,000 + Super + Bonus Potential

About You
You’re driven to help clients achieve financial clarity and long-term outcomes, and bring:

• Progress toward (or completion of) your Graduate Diploma in Financial Planning or Undergraduate Degree
• Strong analytical, time‑management, and communication skills
• High ethical standards and attention to detail
• A proactive growth mindset and readiness to step into a professional advice role

Apply Now
Ready to work in a purposeful, client-first environment and fast-track your path to becoming a qualified Adviser? We’d love to meet you. For a confidential chat, call Ben MacKenzie on 0400 302 396.