Build lasting client relationships.
Deliver advice that changes lives.
Grow your career with an organisation that values expertise and integrity.
About the RoleWe'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 recent 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 RelationshipsManage an existing client base and grow this portfolio further through personalised, high-quality adviceLead discovery meetings, annual reviews and strategy sessionsDesign tailored financial strategies aligned to each client's goals and risk profileKeep portfolios on track through proactive monitoring and review
Advice & StrategyPrepare and deliver compliant, commercially sound financial adviceDraft Statements of Advice (SOAs), Records of Advice (ROAs) and review documentationKeep clients informed on legislative, taxation and regulatory changes that affect them
Business GrowthBuild your pipeline through referrals,



networking and professional relationshipsStrengthen ties with accountants, solicitors and other referral partnersRepresent the firm at industry events and client functions
Compliance & ProfessionalismEnsure every piece of advice meets ASIC requirements and licensee obligationsMaintain meticulous, compliant recordsUphold the highest standards of integrity and confidentiality
What We're Looking ForProven experience as a Financial Adviser, with a track record of managing client relationships and delivering strategic adviceStrong technical knowledge across superannuation, investment, retirement and insurance strategiesRelevant qualifications and good standing to provide financial advice (FASEA/ASIC compliant)Excellent communication skills and a genuine commitment to client outcomesA collaborative mindset you thrive working alongside paraplanners and support teamsBusiness development drive, with the confidence to build and nurture referral relationships
Why Join UsWork with an established client base from day oneBe part of a supportive team culture with strong internal collaborationGenuine career growth in a firm focused on long-term success, not just short-term targetsA 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.

📌 Financial Advisor (Newcastle)
🏢 Count
📍 Newcastle