Trend Advisory Pty Ltd – Eight Mile Plains QLD

Trend Advisory is a growing financial advice and investment management business helping Australians make clearer, smarter decisions with their wealth, superannuation, retirement and financial future.

Our approach is client-focused, strategy-led and supported by a broader advice infrastructure including legal, tax, investment committee oversight, model portfolios, Responsible Managers and business development support.

We are looking for someone who can sit in front of onboarded clients, understand their position, identify strategy opportunities, explain advice clearly and help clients move forward with confidence.

About Trend Advisory

Trend Advisory is a growing financial advice and investment management business helping Australians make clearer, smarter decisions with their wealth, superannuation, retirement and financial future.

Our approach is client-focused, strategy-led and supported by a broader advice infrastructure including legal, tax, investment committee oversight, model portfolios, Responsible Managers and business development support.

We are looking for someone who can sit in front of onboarded clients, understand their position, identify strategy opportunities, explain advice clearly and help clients move forward with confidence.

The role

As a Financial Adviser with Trend Advisory, you will provide personal financial advice to clients across wealth creation, retirement planning, superannuation, pensions, investment strategy, life risk insurance and related financial advice areas.

You will be supported by a team around you, so your focus can remain on client relationships, strategy, advice quality and implementation outcomes.

Your responsibilities will include:

- Meeting with newly signed clients
- Performing high quality research and advice strategies to solve our clients financial problems (not just the same old strategy everytime).
- Working with paraplanners to prepare high-quality advice documents, including Statements of Advice and Records of Advice.




- Reviewing advice documents before presentation to ensure technical accuracy, strategic fit and compliance quality.
- Presenting advice clearly and professionally to clients.
- Managing ongoing client reviews and identifying further advice opportunities inc mortgage, legal, tax etc
- Ensuring implementation is done swiftly, accurately and ensuring all advice points have been complete.
- Using approved model portfolios and working within the firm’s investment framework and Investment committee.

Advice areas

The successful adviser will need experience, knowledge and the ability to be authorised, where approved, across the following areas for both Retail & Wholesale members:

- Basic deposit products.
- Deposit products other than basic deposit products.
- Government debentures, stocks or bonds.
- Investment life insurance products.
- Life risk insurance products.
- Managed investment schemes, including IDPS.
- Retirement savings accounts.
- Superannuation.
- Securities

What support you will have

This role is designed for an adviser who wants to advise, not spend their week buried in administration.

You will be supported by:

- An Investment Committee managing model portfolios.
- Responsible Managers and compliance support.
- Sales and business development support.
- Established advice processes and systems.
- A leadership team that understands financial advice, investments and client acquisition.
- Legal & Accounting support to enhance your advice
- Technology support & creation to assist you in your role at your request.

Why join Trend Advisory?

This is a strong opportunity for an adviser who wants the backing of a real advice infrastructure led by people who actually care.

You will not be expected to do everything yourself. You will have admin support, paraplanning support, investment support, Responsible Manager access and sales support around you.

The right person will have room to grow with the business, take on recent opportunities, contribute to the advice culture and build long-term client relationships under a supported and professional model.

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📌 Personal Financial Adviser (Brisbane)
🏢 Trend Advisory
📍 Brisbane