Financial Planning Associate: Path to Adviser & Mentorship (Torquay)

Financial Planning Associate: Path to Adviser & Mentorship (Torquay)

07 Aug
|
FAAA Board, Financial Advice Association of Australia
|
Torquay

07 Aug

FAAA Board, Financial Advice Association of Australia

Torquay

Coastline Advice in Torquay/Geelong, VIC, is seeking a financial planning associate to join our growing team. This role is a pathway to becoming a Financial Adviser, with support to complete your Qualified Year (PY).

You’ll work with advisers and the paraplanning team, conducting research, preparing advice documents, and guiding client communications to ensure high service standards. Based in regional offices across VIC, you’ll enjoy a collaborative culture, strong mentoring, and exposure to

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📌 Financial Planning Associate: Path to Adviser & Mentorship (Torquay)
🏢 FAAA Board, Financial Advice Association of Australia
📍 Torquay

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