Build lasting client relationships. Deliver advice that changes lives. Grow your career with an organisation that values expertise and integrity.

About the Role

We’re looking for an experienced Financial Advisor to join our team and take ownership of an established client portfolio while playing an active role in growing our practice. This is an opportunity to work with a firm that’s genuinely committed to client outcomes, professional excellence, and long‑term relationships.

As our new advisor, you’ll provide holistic, strategic financial advice across wealth creation, retirement planning, superannuation, investments, personal insurance and estate planning. You’ll be the trusted point of contact for your clients, helping them navigate life's financial decisions with clarity and confidence.
What You'll Do

Client Relationships

Manage an existing client base and grow this portfolio further through personalised, high-quality advice
Lead discovery meetings, annual reviews and strategy sessions
Design tailored financial strategies aligned to each client's goals and risk profile
Keep portfolios on track through proactive monitoring and review
Prepare and deliver compliant, commercially sound financial advice
Draft Statements of Advice (SOAs), Records of Advice (ROAs) and review documentation

Keep clients informed on legislative, taxation and regulatory changes that affect them

Business Growth

Build your pipeline through referrals,



networking and professional relationships
Strengthen ties with accountants, solicitors and other referral partners

Represent the firm at industry events and client functions

Compliance & Professionalism

Ensure every piece of advice meets ASIC requirements and licensee obligations
Maintain meticulous, compliant records

Uphold the highest standards of integrity and confidentiality

What We're Looking For

Proven experience as a Financial Adviser, with a track record of managing client relationships and delivering strategic advice
Strong technical knowledge across superannuation, investment, retirement and insurance strategies
Relevant qualifications and good standing to provide financial advice (FASEA/ASIC compliant)
Excellent communication skills and a genuine commitment to client outcomes
A collaborative mindset you thrive working alongside paraplanners and support teams

Business development drive, with the confidence to build and nurture referral relationships

Why Join Us

Work with an established client base from day one
Be part of a supportive team culture with solid internal collaboration
Genuine career growth in a firm focused on long‑term success, not just short‑term targets

A workplace that values ethics, professionalism and doing right by clients

Ready to Take the Next Step?

If you're a driven, client‑focused advisor looking to make a real impact, we'd love to hear from you.

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📌 Financial Advisor (Newcastle)
🏢 Count
📍 Newcastle