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Graduate Associate (Financial Planning)

My Fortress Townsville
Townsville, QLD
A$65,000-$80,000 p/a
Banking & Financial Services → Financial Planning
Full-time
On-site

Posted 5 days ago


Who Are We?

We are North Queensland’s largest locally owned financial services company, serving the region for over 36 years. With financial planning, tax and accounting and mortgage broking services under one roof, our purpose is to inspire our community to be financially fit. We live by our trademark to be Connected, Assertive, Reliable.

We are looking for highly motivated, hardworking and positive individuals to join our growing team. We pride ourselves on fostering a collaborative, inclusive and supportive environment where new graduates can thrive and develop.

The Opportunity

As a Graduate Financial Adviser, you will embark on a comprehensive training program designed to build the skills and knowledge needed to excel in the financial services industry. You will work closely with Partners, Senior Advisers, Accountants, and other industry professionals gaining hands on experience across various areas of financial planning.

The program will cover key areas:

Core Administration & Client Services: Master the fundamentals

Paraplanning: Develop technical expertise and research skills

Advice Associate: Learn to implement strategies with confidence

Financial Planner: Transition into a fully qualified financial planner, completing the FASEA Professional Year as part of the process.

Who We’re Looking For

Recent graduates with a degree in Business, Financial Planning, Accounting, or a related field, or Undergraduates currently pursuing a qualification in these fields

A commitment to ongoing education within the financial services industry

Strong communication and interpersonal abilities

Eagerness to learn and understand all aspects of the financial services profession

Team-oriented mindset with a proactive approach

Why Join Us?

At My Fortress, we believe that investing in our people is just as important as helping our clients reach their financial goals. When you join our team, you’ll be part of a supportive, forward-thinking workplace that values growth, wellbeing, and connection.

Here’s what you can look forward to:

Long-Term Career Stability - Be part of a well-established and respected business with a strong foundation.

Professional Development - Receive paid study leave and hands-on mentorship from experienced industry leaders.

Competitive Remuneration - Enjoy a salary package that reflects your skills and contributions.

Convenient On-Site Parking

Wellness Facilities - Stay active with access to our fully equipped gym and squash court.

Engaging Team Environment - Connect and collaborate with colleagues through monthly catered lunches, quarterly social events, family-friendly functions and bi-annual team celebrations

Daily Perks - Recharge with barista style coffee and a fridge stocked with beverages

Employee Assistance Program (EAP) - Confidential support whenever you need it

How to Apply

If you fit the description above and share our passion for helping clients to be financially fit, apply now!

Submit your resume and a cover letter detailing your interest in the role and how your background aligns with our requirements.

Application Deadline: 29th August 2025

We are always on the lookout for great people…..

At My Fortress we have opportunities for undergraduates and graduate pathways across many other roles including Accounting, Mortgage Broking & more. If you are curious to know more, please contact our team to submit an expression of interest – we would like to chat with you! to register an expression of interest email the Chief Operating Officer at [email protected]


About My Fortress Townsville

Townsville, QLD, 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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