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 robust 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 chance 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