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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