Technical Services Associate - Financial Advice Support (Melbourne)

Technical Services Associate - Financial Advice Support (Melbourne)

06 Aug
|
Coastal Advisory Australia
|
Melbourne

06 Aug

Coastal Advisory Australia

Melbourne

Coastal Advisory Australia Pty Ltd – Melbourne VIC is seeking an experienced Associate, Technical Services to join our Client & Technical Services team. You will work with Financial Advisers to transform advice strategies into high-quality client outcomes.

This role focuses on preparing SOAs and ROAs, coordinating implementations across superannuation, investments, insurance and pensions, and maintaining accurate client records in Xplan and Wealth Central.

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📌 Technical Services Associate - Financial Advice Support (Melbourne)
🏢 Coastal Advisory Australia
📍 Melbourne

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