A great opportunity exists for a motivated and customer centric financial adviser to join our highly respected business and amazing team.

You will have a proven record of integrity and professional excellence and you value making a meaningful difference to your client’s lives.

Who are we

We are a self-licenced, integrated financial services business, established in 1992, offering Financial Planning, Accounting, Lending and Property Advisory services.

We have offices in Balmain, Brighton-Le-Sands and Hurlstone Park.

We have established long-term fee-paying clients as well as a constant stream of new referrals.

We have a great team that aspires to help our clients achieve their great life and ensure we are celebrating our wins along the way.

We believe in prioritising employee well-being, fostering a supportive work environment and aligning our values with those of our clients.

Our vision is to create lasting value, for our team, stakeholders, and clients.

What we offer and what is the role

You will provide comprehensive advice to existing fee-based clients and new referrals

You will conduct client reviews, develop strategies, and provide ongoing service

You will be supported by an experienced customer service and operations team allowing you to focus on your role

You will have access to our professional adviser network and high-quality investment solutions and platforms

We offer a transparent, non-institutional licensee environment

We provide equity opportunity and professional career development

We offer an attractive salary package and bonus structure

We have a supportive and team-oriented culture

About you

3 years+ experience working as a qualified financial adviser, delivering comprehensive, goals-based advice

Culturally aligned: you are a team player, collaborative, and committed to delivering a great life for clients

Confident, professional, and client-facing with strong relationship-building skills

Strong compliance track record and understanding of regulatory obligations

Experienced in Investments and SMA’s as well as broader financial planning experience to retirees and pre retirees

Confident using advice and CRM technology

Suitably qualified at degree level and you have met all FASEA requirements

Please submit your resume and a cover letter outlining your experience and suitability for this role. Applications to be sent to [email protected]

Please note, only successful candidates will be contacted