Location: Herston (2km from Brisbane CBD)
The Prospect: 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 professional 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.
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