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 structuresRetirement planning and pension strategiesWealth accumulationPersonal insuranceCash flow and debt managementContributions and tax-effective strategiesCentrelink and retirement income planningPortfolio construction and investment adviceEstate planning considerations and professional referralsBusiness owners, property investors and complex family structures
What you will be doing
Devise strategy and advice meetings with new and existing clientsUnderstand each client's objectives, financial position and prioritiesDevelop practical,



compliant and commercially sound advice strategiesProvide clear instructions to our paraplanning teamReview and approve Statements of Advice before presentationCo-present recommendations confidently and explain complex strategies simplyManage client questions and guide clients through the advice processWork closely with our administration team during implementationHelp train and develop our administrator so implementation can increasingly operate without your direct involvementMaintain solid file notes, records and compliance standardsConduct ongoing review meetings and identify new advice needsContribute 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 registeredCompletion of the relevant education, qualified year and adviser exam requirements (FASEA)Experience providing personal advice to retail clientsStrong knowledge across superannuation, retirement, investments and personal insuranceThe ability to develop and explain broad strategic adviceStrong written and verbal communication skillsHigh professional and compliance standardsConfidence conducting client meetings independentlyGood judgement and the ability to identify when specialist tax, legal, credit or estate planning advice is requiredA practical, commercial and solutions-focused approachA 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 servicesRemuneration 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 interesting advice, we would like to hear from you.
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📌 Financial Adviser – Advice-Only Role (Brisbane)
🏢 Trend Advisory
📍 Brisbane