Company Overview
Join a large, well-established accounting and wealth management firm that prides itself on delivering tailored strategic and investment advice. The practice is self-licensed, offering autonomy and flexibility while maintaining a strong reputation for excellence.
Role Overview
As a Financial Adviser, you will provide holistic strategic and investment advice to a portfolio of High-Net-Worth clients. This role is based in Eastern Suburbs and offers the prospect to work closely with leadership and a collaborative team.
Key Responsibilities
Deliver comprehensive financial planning and investment strategies to HNW clients
Build and maintain strong client relationships with a focus on long-term outcomes
Collaborate with internal accounting and wealth management teams
Ensure compliance with regulatory and licensing requirements
Drive business growth through exceptional client service and strategic advice
Skills & Experience




Proven ability to manage HNW client portfolios
Strong technical knowledge in strategic and investment advice
Relevant tertiary qualifications and FASEA compliance
Excellent communication and relationship-building skills
What's on Offer
1 day WFH after probation
Free daily lunches
Paid income protection and professional memberships
Free parking for leadership roles
Supportive, inclusive culture with career development opportunities
We are committed to providing a supportive culture and positively contributing towards creating diverse and inclusive workplaces for our candidates & clients. We invite candidates of all ages, genders, sexual orientation, cultural backgrounds, people with disability, neurodiverse individuals, and Indigenous Australians to apply.
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📌 Financial Adviser (Melbourne)
🏢 Profusion Group
📍 Melbourne