- Help grow and develop the Financial Planning division.
- Provision of comprehensive Financial Planning advice to clients encompassing strategies such as Investments, Superannuation, (inc SMSF), Transitions to Retirement strategies, Centrelink Planning, Cash Flows, SMSF's, Aged Care and Risk.
- Build and strengthen staff relationships to obtain internal client referrals from other divisions.
- Source external referrals from personal networks.
- Meet monthly budgets and key performance indicators.

The right candidate will be:

- Client focused and have a willingness to help and support our existing and current clients in achieving their goals and objectives.
- Committed to ethical and compliant dealings with clients.
- Have a good understanding of the current legislative and technical framework in relation to investments, taxation, superannuation, and risk insurance.
- Enjoy working autonomously as well as within our talented team.

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📌 Financial Planner (Ballarat) (City of Ballarat)
🏢 Mulcahy
📍 City of Ballarat