Job Description

Employment Type: Full-time | Office-based

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About Create Advice Group

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Create Advice Group is a growing financial planning practice based in Toowoomba, helping individuals and families build wealth, retire with confidence and achieve long-term financial security.

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We provide personalised advice across superannuation, investments, retirement planning, insurance and Centrelink, with a solid focus on building lasting client relationships.

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About the Role

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We're looking for an experienced Servicing Financial Planner to join our team.

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Working with an established client base, you'll provide strategic financial advice, conduct client reviews, implement recommendations and help clients achieve their financial goals. You'll work closely with our administration and paraplanning team to deliver an exceptional client experience.

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Key Responsibilities

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Prepare, present and implement financial advice.

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Build and maintain long-term client relationships.

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Review client strategies and identify opportunities.

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Respond to client enquiries.

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Liaise with product providers and other specialists.

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Ensure advice complies with regulatory requirements.

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Required Skills & Experience

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Experience providing holistic financial advice.

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Solid knowledge of superannuation, investments and retirement planning.

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Knowledge of insurance and Centrelink strategies.

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Excellent communication and relationship-building skills.

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Strong organisational skills and attention to detail.

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Relevant financial planning qualifications meeting ASIC education requirements.

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Experience with AMS Platform Plus (highly regarded).

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📌 Servicing Financial Planner Toowoomba
🏢 Create Advice Group
📍 Toowoomba