06 Aug
|
DP Wealth Advisory
|
Toowoomba
06 Aug
DP Wealth Advisory
Toowoomba
DP Wealth Advisory Pty Ltd is seeking a qualified Paraplanner to join our growing financial planning team in Toowoomba. You will develop and implement strategic financial advice solutions, including Statements of Advice, Records of Advice and strategy documentation.
You will work closely with Advisers and Client Service Team to deliver high-quality client outcomes, conducting technical research and modelling, and ensuring documentation meets regulatory standards.
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📌 Paraplanner/strategist — Flexible, Impactful Financial Planning Toowoomba
🏢 DP Wealth Advisory
📍 Toowoomba