Holistic Financial Adviser — Growth Path & Paraplanning (City of Sydney)

Holistic Financial Adviser — Growth Path & Paraplanning (City of Sydney)

05 Aug
|
SmartMoney Wealth Management
|
City of Sydney

05 Aug

SmartMoney Wealth Management

City of Sydney

SmartMoney Wealth Management in Sydney Olympic Park is seeking a driven Financial Adviser to deliver holistic advice across investments, SMSF, retirement planning, and home loans. You will be backed by paraplanning and admin support to focus on client relationships.

You will manage client discovery, guide the SOA process, and ensure compliant recommendations while contributing to the growth of the practice. Opportunities for career progression and partnership exist.

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📌 Holistic Financial Adviser — Growth Path & Paraplanning (City of Sydney)
🏢 SmartMoney Wealth Management
📍 City of Sydney

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