Associate Financial Planner – Accelerate Your Career with Us

Location: Mackay
Employment Type: Full-Time
Salary: Competitive + Training & Development

About Us

We are a dynamic and client-focused financial planning firm committed to helping individuals and families achieve their financial goals. Our team is passionate about mentoring and supporting the next generation of financial planners.

The Opportunity

Are you looking to accelerate your career in financial planning? This is your chance to join a supportive team that will help you grow your skills, gain hands-on experience, and build a rewarding career in the financial advice industry.

What You’ll Do

Assist senior advisers in preparing financial strategies and client reports.

Learn how to build strong client relationships and deliver exceptional service.

Stay informed about financial products, legislation, and industry trends.

Work closely with experienced mentors to develop your technical and advisory skills.

What We’re Looking For

Education: Degree in finance, business, or related field (or working towards it).

Attitude: Eager to learn, proactive, and passionate about helping people achieve their goals.

Skills: Strong communication, attention to detail, and willingness to grow.

Bonus: Progress towards FASEA compliance or relevant certifications is a plus.

What We Offer

Comprehensive training and mentoring from experienced advisers.

Career progression opportunities as you develop your skills and move into a client facing advisory role.

Support for further education and professional certifications.

A positive, collaborative team environment.

Ready to progress your career in financial planning?
Apply now and take the first step toward a rewarding career.d empowers you to succeed.