Financial Adviser (Work from Home Opportunity)
Fortified Financial Planning Pty Ltd
Posted 2 days ago
Are you a fully qualified Financial Adviser looking to focus on meaningful work and deliver quality advice within a well-supported team?
At Fortified Financial Planning, we’re a values-driven advice firm that puts clients and advisers at the center of everything we do. Our team works remotely across Australia, collaborating in a professional, friendly, and well-resourced environment.
We’re looking for someone who shares our values of community, integrity, and personalised financial solutions. If you're seeking a stable, clearly defined role in a collaborative and standards-driven team, we’d love to hear from you.
While this is a remote role, we have a preference for candidates based on the Gold Coast or nearby.
What You’ll Be Doing
You’ll work with everyday Australians who trust our team to provide clear, structured guidance and practical solutions. Our clients value a straightforward experience and rely on us to guide them through the process with confidence and care. Your role will involve:
Building and maintaining trusted, long-term client relationships;
Providing personal financial advice across areas like superannuation, investments, insurance, cash flow, and estate planning;
Conducting regular reviews and strategy updates;
Preparing and presenting compliant Statements of Advice (SOAs) and Records of Advice (ROAs);
Ensuring advice documentation is accurate, clear, and aligned with client goals.
You’ll have the support of experienced paraplanning and admin professionals, so you can focus on delivering exceptional advice. This means doing what you do best: helping clients make informed, confident financial decisions.
What We’re Looking For
This role is ideal for someone who values quality, professionalism, and being part of a team that works collaboratively with clear systems and support.
We’re looking for someone who is:
Fully compliant with current education and professional standards for financial advisers in Australia;
Has successfully completed the ASIC Financial Adviser Exam (formerly the FASEA exam);
Holds an Advanced Diploma of Financial Planning or an equivalent qualification approved under the current education standards;
Registered on the ASIC Financial Advisers Register and meets the requirements under the Corporations Act 2001 and Financial Adviser Standards set by Treasury;
Experienced, ideally with 2+ years working as a Financial Adviser;
Comfortable working remotely while staying aligned with company processes;
Clear, confident, and empathetic in communication;
Detail-oriented, with a strong understanding of personal advice and compliance.
What You Can Expect from Us
An opportunity to work from home;
$90,000 to $110,000 base salary (commensurate with experience);
Stable client base and support from a dedicated paraplanning and admin team;
Clear expectations, a structured advice process, and consistent workflow;
A team culture built on collaboration, integrity, and mutual accountability;
Established systems that support both quality advice and adviser wellbeing;
A business that values reliability, professionalism, and long-term alignment.
If this sounds like the right fit for your skills and experience, we encourage you to apply.
We look forward to hearing from you.
About Fortified Financial Planning Pty Ltd
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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