About us
We are a financial planning firm dedicated to helping individuals and families achieve their financial goals.
We specialise in providing comprehensive financial advice and strategic planning services to our clients.
Our team is committed to delivering exceptional service, building lasting client relationships, and maintaining the highest standards of professional integrity.
We pride ourselves on creating a supportive work environment where our team members can thrive and develop their careers.
About the role
We are seeking aFinancial Plannerto join our team in Bundall, Queensland.
This is afull-time positionthat plays a vital role in our business.
As a Financial Planner, you will be at the forefront of delivering tailored financial solutions to our clients, working collaboratively with our team to build and nurture client relationships.
This position offers the prospect to make a meaningful impact on clients' financial futures whilst contributing to the growth and success of the business.
Key responsibilities
Conduct comprehensive financial assessments and consultations with clients to understand their financial situation, goals and aspirations
Develop personalised financial plans covering areas such as retirement planning, investment strategy, tax planning, insurance and estate planning
Provide ongoing financial advice and recommendations to clients based on their changing circumstances and market conditions
Build and maintain strong client relationships through regular communication and exceptional service delivery
Prepare detailed financial planning documents and reports for clients in a clear and understandable manner
Stay current with financial products, market trends, regulatory changes and industry best practices
Collaborate with colleagues to ensure seamless client service and operational excellence




Maintain accurate and comprehensive client records and documentation in compliance with regulatory requirements
What we're looking for
At a minimum; Had a status of 'current' on the financial adviser register at any time between 1 January **** and 1 January ****ANDhold a FASEA approved qualification.
Have sat and passed the FASEA ethics exam.
Minimum 3 years' experience providing holistic financial advice.
Experience with Xplan (desirable) or equivalent.
Strong understanding of financial planning principles, investment products, superannuation, tax and estate planning
Excellent communication and interpersonal skills with the ability to explain complex financial concepts to clients in simple terms
Demonstrated ability to build and maintain client relationships built on trust and transparency
Strong organisational and time management skills with attention to detail
Knowledge of regulatory requirements and compliance obligations in financial planning
A commitment to ongoing professional development and staying abreast of industry changes
Problem-solving capability and a client-centric approach to financial advice
What we offer
We are committed to supporting the wellbeing and development of our team members.
We offer a competitive remuneration package, professional development opportunities and a collaborative work environment where your contributions are valued.
We provide access to industry training and development programmes to help you advance your career.
Our workplace culture emphasises work-life balance, and we encourage our team to maintain their wellbeing through flexible working arrangements where possible.
Apply now
If you are a driven Financial Planner seeking a rewarding opportunity with a progressive firm, we would like to hear from you.
Please submit your application, including your CV and a covering letter outlining your relevant experience and interest in this role.

📌 Financial Planner (Gold Coast)
🏢 Leading
📍 Gold Coast