Location:
Herston (2km from Brisbane CBD)
The Opportunity:
A high-performing boutique practice seeking an ambitious Financial Planner to specialise in advice for doctors and their families.
Why Join Us? (Benefits & Culture)
Clear Career Pathway:
Direct mentoring from the Principal to transition you into a specialist role.
Focus on Advice:
Dedicated client service and paraplanning support so you can focus on strategy and relationships.
Strategic Input:
Ability to help shape the future of the practice and participate in business planning/coaching groups.
Prime Location:
Modern office near cafes and amenities, just minutes from the CBD.
Supportive Culture:
A collaborative, positive environment where your growth is a priority.
The Role
Starting as an Associate Adviser, you will work closely with the Principal to master the unique financial landscape of medical professionals.
Client Management:
Manage a group of key clients with full support.
Specialisation:
Develop deep expertise in doctors' career trajectories, specialties, and financial challenges.
Growth:




Actively retain and grow a client base of medical professionals.
Compliance:
Maintain high ethical standards and regulatory excellence.
About You
You are a dedicated qualified ready to break through a "career ceiling" and take on a long-term, key role in a growing practice.
Must-Haves:
Experience:
Minimum 1 year as a qualified, FASEA-compliant Financial Planner.
Attributes:
Proactive mindset, high attention to detail, and unquestionable integrity.
Spirit:
A genuine passion for helping clients and a thrive-in-a-team attitude.
Nice-to-Haves:
Intermediate
XPlan
skills.
Experience in
Personal Insurance
(Life, TPD, Income Protection).
Cert IV
in Finance/Mortgage Broking.
Who We Are: Doctors Wealth Planning
Since ****, we have provided holistic, specialist wealth management to doctors across Australia. Our mission is to handle the financial complexities so our clients can focus on their life-saving work. We live by our values:
Client First, Trust, Quality, and Continuous Improvement.
#J-*****-Ljbffr

📌 Specialist Financial Planner (Brisbane)
🏢 Mojo Recruit
📍 Brisbane