Holistic Wealth & Risk Advisor (New South Wales)

Holistic Wealth & Risk Advisor (New South Wales)

01 Aug
|
FAAA Board, Financial Advice Association of Australia
|
New South Wales

01 Aug

FAAA Board, Financial Advice Association of Australia

New South Wales

Steel Lake Advisory Services is a rapidly growing, highly regarded advisory firm in Australia seeking a motivated financial adviser to join a 5-star team at Warners Bay. You will immediately inherit and manage a warm portfolio of risk-only clients, delivering proactive reviews and identifying broader wealth opportunities.

You will provide ongoing advice across superannuation, investments, retirement, and risk protection, build rapport with clients, convert inquiries into engaged advisory

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📌 Holistic Wealth & Risk Advisor (New South Wales)
🏢 FAAA Board, Financial Advice Association of Australia
📍 New South Wales

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