Financial Adviser – Mildura

A rare opening exists for an experienced Financial Adviser to step into a portfolio of loyal clients in Mildura. This role offers the best of both worlds—an established book of engaged clients and the freedom to deliver advice in a way that reflects your style and strengths.

You will be joining a highly regarded boutique advice firm with a reputation for building strong, lasting relationships. The culture is supportive, collaborative, and centred on doing the right thing for clients. There are no cold calls or aggressive targets—your success is measured by the quality of your relationships and the outcomes you deliver.

From day one, you will inherit a well-maintained portfolio, primarily consisting of pre-retirees and retirees who value expert guidance and long-term planning. You will be backed by a dedicated paraplanning and client service team, ensuring seamless meeting preparation, efficient implementation, and a smooth client experience.

What you will be doing

Managing and growing an existing client base through regular meetings and forward-thinking strategies

Gaining a deep understanding of clients’ financial goals, risk appetite, and life plans, then designing strategies across investments, superannuation, retirement planning, insurance, cash flow, estate planning, and tax efficiency

Working closely with your support team to ensure advice is implemented accurately, compliantly, and on time

Building enduring relationships based on trust, clarity, and personalised service

Identifying opportunities to enhance client outcomes through proactive reviews and recommendations

What you will bring

FASEA-compliant qualifications and prior experience as a Financial Adviser

Solid technical expertise across all major advice areas

Excellent interpersonal and presentation skills, with the ability to communicate complex strategies in simple terms

A genuine passion for helping clients achieve financial clarity and security

Strong organisational skills and the ability to manage priorities while maintaining high service standards

This is an excellent opportunity to step into a respected, community-focused firm that values integrity, professionalism, and work-life balance. You will have the tools, team, and trust to succeed—without the pressure of sales-driven KPIs.

If you are ready to take the reins of an established portfolio in Mildura and make a meaningful difference in your clients’ lives, we would like to hear from you.

Kiera Brown

[email protected]

0409 598 111