You've spent the last couple of years building your craft as an adviser. You know how to run a room, how to read a client's real goals underneath the numbers they give you, and how to turn a plan into a result. What you want now is a business behind you that matches your ambition, not one that caps it.

At Aureus Wealth Advisers, that's exactly what you'll get: warm, self-generated and internally-sourced leads, a brand clients already trust, and a base plus commission structure that rewards you properly for the outcomes you deliver.

The role in three sentences

You'll own the full advice relationship for your own client book, from the first conversation through to the plan that changes their financial future. You'll build and deliver financial strategies across investment, super, insurance, retirement, tax and estate planning, backed by an admin team that handles the heavy lifting so you can focus on the client. And you'll grow your own network of referral partners and clients so your pipeline keeps building itself.

Why this role matters

Every client who walks through our door is trusting someone with the thing that affects everything else in their life: their money. Get it right, and you change the trajectory of a family's future. That's the job, and it's why Aureus holds every adviser to the same standard: advice that's genuinely in the client's best interest, every time.

What you'll do

Advice & Planning

- Assess each client's financial position, goals and risk tolerance, and turn that into a clear, compliant financial plan.
- Deliver advice across investment strategy, insurance, retirement, tax and estate planning, aligned to licensee standards.




- Monitor and adjust client plans over time so they stay on track as life and markets change.

Client Experience & Delivery

- Oversee the end-to-end delivery of every plan, working with the admin team to implement it properly.
- Maintain a minimum average client NPS of 8.5, and an average client stat rating of 9.
- Flag issues or improvement ideas for the wealth team's processes and templates as you spot them.

Growth & Brand

- Source new client opportunities through your own network and referral partners.
- Represent Aureus Financial at client events, webinars and on our educational and social platforms.
- Contribute to team culture by inspiring and encouraging the people around you.

What success looks like

- 10 client meetings run every week
- 2 Statements of Advice completed every week
- 2 client presentations delivered every week
- An average 9 stat rating maintained on client feedback
- 1 case study, Google review or client referral generated every week

Who you are

- A relationship-builder who genuinely enjoys getting to know people, not just their numbers.
- Well-networked, and comfortable generating your own opportunities rather than waiting for leads to land.
- Determined to hit targets, but driven by your own standards more than anyone else's.
- A clear, confident communicator, in writing and in the room.
- Genuinely across super, retirement and investment product knowledge, and you keep it that way.

What you need to bring

- 3-5 years' experience in financial planning
- RG146 compliance and a relevant degree or qualification
- Up-to-date knowledge of taxation, superannuation and investment-related legislation
- A track record of building and maintaining client relationships
- Solid verbal and written communication skills

📌 Financial Advisor (Caringbah)
🏢 Aureus Financial
📍 Caringbah