Financial Planner

We have an opportunity for a motivated Associate Financial Planner to join our team. If you have a passion for delivering quality outcomes for clients, particularly with strong strategic understanding of general insurance as well as risk and superannuation, this is an excellent opportunity for you. We take a real approach to financial planning, for real people. If you are a high achiever with a passion for exceeding expectations, and are committed to the provision of compliant and tailored advice, then this is an exciting opportunity for you.

Requirements:

  • ADFS or equivalent relevant degree;
  • RG146 qualification, ability to gain Financial Advisors Registration;
  • 2-4 years experience in a para-planning or junior financial planning role;
  • Demonstrated experience in client-facing advice delivery.

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Want to give your financial future its best chance?