Job Details
  • Reference381275D_1674105754
  • LocationSydney
  • SalaryAU$130000 - AU$160000 per annum
  • Job TypeFull Time
  • Posted8 days ago
  • ConsultantAnson Lam
An excellent opportunity has arisen for a Senior Financial Adviser to serve a wide range of clients at an individual level as well as providing specialist advice to trustees of Self-Managed Superannuation Funds, family trusts and to directors of companies on a broad range of financial planning issues. You will have 2 support staff directly supporting you (paraplanner + CSM)

This role is a rare opportunity to take over an existing book of clients working with direct investments, superannuation, investments, aged care, holistic advice. This is the ideal opportunity for you if you enjoy providing quality goals based advice and lead the financial planning division to growth.

The Role:
  • Meet and develop relationships with existing clients to provide strategic and quality advice
  • Identify opportunities and provide holistic advice across but not limited to: superannuation, HNW and wholesale clients, SMSF, Company, trust structures, investments - platform based investments and aged care (desirable)
  • Provide quality advice for clients on complex decisions they need to make regarding their wealth.
  • Accurately assess Client's needs, objectives and risk tolerance and formulate an effective financial plan / strategy to meet their needs.
  • Comply with legislative and regulatory frameworks
  • Genuinely care about client outcomes and provide quality advice
  • You must always put the client first

You Will Need:
  • MUST have 7+ years financial planning experience
  • Experience across holistic advice superannuation, HNW and wholesale clients, SMSF, Company, trust structures and investments
  • Must meet FASEA educational requirements
  • Ability to work independently and grow the Advice division

Please send through your resume to if you are interested in a confidential discussion.