Boutique Financial Planner (CFP) – Holistic Wealth Strategy (New South Wales)

Boutique Financial Planner (CFP) – Holistic Wealth Strategy (New South Wales)

05 Aug
|
Really Awesome People
|
New South Wales

05 Aug

Really Awesome People

New South Wales

Really Awesome People in Sydney is seeking an experienced Financial Adviser to join a growing, privately owned practice. You will work with current and existing clients, taking the time to understand circumstances, develop holistic strategies and provide compliant advice that makes a real difference.

The role focuses on wealth creation, superannuation, insurance, cashflow, estate planning, and ongoing reviews. The successful candidate will be CFP-eligible or have boutique practice experience and

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📌 Boutique Financial Planner (CFP) – Holistic Wealth Strategy (New South Wales)
🏢 Really Awesome People
📍 New South Wales

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