Learn from senior strategists and a firm that backs your growth.
Real exposure and personalised mentorship in advice strategy
Professional office and supportive environment
Develop you career in a firm that gives you real exposure and personalised mentorship. This is your opportunity to join a highly respected, boutique private wealth firm working with a loyal base of HNW successful individuals, families and businesses.
About the Role
You'll be at the core of the advice team—learning the ropes, contributing to real outcomes, and sharpening your skills every day.
Assist with research and analysis across all areas of tax structures, asset ownership with exposure to portfolio construction and management
Model scenarios and stress test strategies, prepare SoAs, ROAs, and client materials
Sit in on strategy sessions and learn how the advice really comes together
Engage with a close-knit, high-performing team who will support you all the way
What they're Looking For
You'll have finished your degree, already working in advice support and plan construction with a common thread of being driven to learn and your genuine interest in personal financial advice.
You'll bring:




Curiosity, attention to detail, and the ability to pick things up quickly
Current exposure to financial advice and plan construction
Confidence with technology (XPLAN experience a bonus, but not essential)
A team-first mindset and strong communication skills
Why This Is a Great Move
Serious exposure: Work on strategies for HNW client portfolios, SMSFs, trusts, intergenerational planning and portfolio construction exposure.
Structured mentorship: Learn directly from experienced financial advisers, investment professionals and senior strategists.
True team culture: 20+ years in the game, a team of 20, and barely any turnover.
Central CBD location: Skilled office, supportive environment, and no "big firm" politics.
Career clarity: Whether you want to grow into advice or be the technical strategist for the firm the opportunity exists.
This isn't a place to "get your hours up." It's a place to grow, contribute, and be part of a team where you're seen and valued. You'll be mentored, not micromanaged.
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📌 Paraplanner/Associate Adviser (Queensland)
🏢 Profusion
📍 Queensland