Count is seeking an experienced Financial Advisor to join our Newcastle-based practice. You will own an established client portfolio and deliver holistic financial advice across wealth creation, retirement planning, superannuation, investments, personal insurance and estate planning.
You'll lead discovery meetings, annual reviews and strategy sessions, design tailored strategies aligned to each client's goals, and ensure regulatory compliance while drafting SOAs and ROAs.
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📌 Trusted Financial Advisor | Grow Client Portfolios & Impact (New South Wales)
🏢 Count
📍 New South Wales
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