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Financial Planner

Informed Financial Services Pty Ltd
South Melbourne, VIC
A$175,000-$250,000 p/a
Banking & Financial Services → Financial Planning
Full-time
Hybrid

Posted 6 days ago


Commission-Only Financial Adviser
Informed Wealth Advisory | Part of Informed Financial Services
Location: Flexible / Hybrid | Role Type: Commission-Only

Are you an experienced Financial Adviser looking for your next opportunity?
Join Informed Wealth Advisory, the newly established wealth management arm under the Informed Financial Services banner. We’re a young, fast-growing finance practice backed by a strong team of mortgage brokers, referral partners, and directors with deep industry expertise.

We are seeking a motivated and experienced Financial Adviser (preferably with an existing book of clients) to join our dynamic team. You’ll work alongside our in-house mortgage and finance brokers to service a warm database of clients from a $350m–$400m loan book, with the opportunity to grow your client base further through ongoing referrals and strategic partnerships. We also have numerous accountancy relationships that are established & require the right individual to create a mutually beneficial working relationship.

What’s on Offer:

Commission-Only Structure with strong earning potential

Leads Provided from an active loan book and client base

Potential Equity Share in the business for the right candidate

Full Admin and Paraplanning Support – focus solely on client relationships

Established Referral Network including accountants and in-house brokers

Flexible Working Arrangements – office, hybrid or remote

Supportive, Collaborative Culture – no egos, just growth

Excellent office environment - Large floor plan with modern fit out (Video conferencing facilities & allocated parking on site)

Mentorship from directors and a senior financial adviser with 20+ years’ experience

Multiple Income Streams - Ability to cross refer clients to numerous in-house professionals including Private Funding options.

Ideal Candidate:

A qualified Financial Adviser (minimum: approved Bachelor's degree or Graduate Diploma in Financial Planning)

Current authorisation under an AFSL and listed on the Financial Advisers Register (FAR)

Completed the Financial Adviser Exam (ASIC requirement)

Experience using Xplan, Risk Researcher, WealthSolver, and other industry-standard financial planning tools

Strong interpersonal skills with a genuine client-first approach

Self-starter with a commercial mindset and commitment to ethical advice

Preferably, an adviser with an existing book of clients looking to scale within a broader advisory ecosystem

Self-motivated and business-minded

Preferably has an existing book of clients

For any further enquiries please call:

Ryan Wallace - 0431 680 117

Jay Buenaventura - 0411 127 664


About Informed Financial Services Pty Ltd

South Melbourne, VIC, Australia

This company does not have any further information provided at this time. We encourage you to research the company by searching for them to learn more about the company or role in question before applying.

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