No prospecting. No introductory calling. No paraplanning. Just quality advice.

Are you a strong financial adviser who genuinely enjoys strategy, client conversations and helping people make better financial decisions, but is tired of spending your week chasing leads, writing every SOA yourself and following up paperwork? Not only do we take that all away, we have the team to build you the tech you need to support your position on top of what we already have in place... interested?

At Trend Advisory , your role is simple:

We already have a strong and growing pipeline of clients. Our CEO & General Adviser leads sales and client onboarding, paraplanning is taken care of, and administrative support is available to manage implementation.

We are not looking for a salesperson. We are looking for an adviser who can take ownership of the advice relationship, develop quality strategies and confidently guide clients through important financial decisions.

The opportunity

Trend Advisory is growing quickly, with significant opportunities across a broad range of advice areas.

Depending on the client, your advice may cover:

- Superannuation and investment structures
- Retirement planning and pension strategies
- Wealth accumulation
- Personal insurance
- Cash flow and debt management
- Contributions and tax-effective strategies
- Centrelink and retirement income planning
- Portfolio construction and investment advice
- Estate planning considerations and professional referrals
- Business owners, property investors and complex family structures

What you will be doing

- Devise strategy and advice meetings with current and existing clients
- Understand each client’s objectives, financial position and priorities
- Develop practical, compliant and commercially sound advice strategies




- Provide clear instructions to our paraplanning team
- Review and approve Statements of Advice before presentation
- Co-present recommendations confidently and explain complex strategies simply
- Manage client questions and guide clients through the advice process
- Work closely with our administration team during implementation
- Help train and develop our administrator so implementation can increasingly operate without your direct involvement
- Maintain strong file notes, records and compliance standards
- Conduct ongoing review meetings and identify new advice needs
- Contribute to improving our advice processes, templates and client experience.

To be clear...

Your success in this role is not measured on how many calls or new clients you can onboard - we already have a strong lead flow and ability to onboard new clients. The clients that you sit infront of have already decided to engage Trend Advisory and paid their initial fee, we just want you to provide high qualit advice and fast implementation!

We have experienced paraplanners who handle all the documentation, they just need your strategy and advice direction to create. We have designed a short-form client facing SOA thats easy to deliver... no more 80 page documents that are repetitive, convoluted and confusing.

About you.

- Current registration on the Financial Advisers Register, or the ability to be registered




- Completion of the relevant education, professional year and adviser exam requirements (FASEA)
- Experience providing personal advice to retail clients
- Strong knowledge across superannuation, retirement, investments and personal insurance
- The ability to develop and explain broad strategic advice
- Solid written and verbal communication skills
- High professional and compliance standards
- Confidence conducting client meetings independently
- Good judgement and the ability to identify when specialist tax, legal, credit or estate planning advice is required
- A practical, commercial and solutions-focused approach
- A genuine interest in building long-term client relationships

About Trend Advisory

Trend Advisory is a growing financial advice business focused on delivering practical, high-quality advice to Australian individuals, families, retirees and business owners.

We work closely with a broader professional network, including accounting, legal, lending, property, SMSF and investment specialists, allowing us to help clients across a wide range of financial needs.

Our focus is on building a modern advice business where advisers can spend their time doing what they are qualified to do: understanding clients, developing strategies and providing advice.

Remuneration & Position

- You will receive a % of any stockbroking services
- Remuneration to be reviewed in 6 months.
- Ability to work in office at Eight mile plains or work remotely.
- Open to negotiation for the right person.

If you are a capable adviser who wants strong client flow, proper support and the opportunity to work on genuinely compelling advice, we would like to hear from you.

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📌 Financial Adviser – Advice-Only Role (Brisbane City)
🏢 Trend Advisory
📍 Brisbane City