Company Overview
Join a large, well-established accounting and wealth management firm that prides itself on delivering tailored strategic and investment advice. The practice is self-licensed, offering autonomy and flexibility while maintaining a strong reputation for excellence.

Role Overview As a Financial Adviser, you will provide holistic strategic and investment advice to a portfolio of High-Net-Worth clients. This role is based in Eastern Suburbs and offers the opportunity to work closely with leadership and a collaborative team.

Key Responsibilities:

- Deliver comprehensive financial planning and investment strategies to HNW clients
- Build and maintain strong client relationships with a focus on long-term outcomes
- Collaborate with internal accounting and wealth management teams
- Ensure compliance with regulatory and licensing requirements
- Drive business growth through exceptional client service and strategic advice

Skills & Experience

- Proven ability to manage HNW client portfolios




- Strong technical knowledge in strategic and investment advice
- Relevant tertiary qualifications and FASEA compliance
- Excellent communication and relationship-building skills

What’s on Offer

- 1 day WFH after probation
- Free daily lunches
- Paid income protection and qualified memberships
- Free parking for leadership roles
- Supportive, inclusive culture with career development opportunities

Click ‘APPLY’ or contact Shauna Callaghan at [email protected] .

We are committed to providing a supportive culture and positively contributing towards creating diverse and inclusive workplaces for our candidates & clients. We invite candidates of all ages, genders, sexual orientation, cultural backgrounds, people with disability, neurodiverse individuals, and Indigenous Australians to apply.

📌 Financial Adviser (Melbourne)
🏢 Profusion Group
📍 Melbourne