Our client is one of Australia's largest privately-owned and operated financial services firms, managing over $6 billion in funds under management nationally. With a multi-office footprint across NSW and QLD, including a well-established Canberra presence, the firm has built its reputation on a boutique, non-platform advice model — delivering direct, tailored portfolios.
The Chance
The firm is seeking a highly capable, client-focused Associate Financial Adviser to join their Canberra office. You will be part of a well-resourced, team-oriented workplace providing bespoke financial advice to HNW clients, high-earning professionals, and family groups.
In a firm with multiple award-winning Advisers, this is an unparalleled learning and career acceleration prospect.
You will support a book of the existing clients, and be with work closely with in-house asset management, SMSF, and Insurance Specialists.
The Role
Understanding clients' immediate needs,



long term objectives and level of comfort with risk
Conduct meetings/reviews with all clients and develop/adjust the overall investment strategy
Provide quality and trusted financial advice
Investigate alternative strategies and recommendations and continue to strengthen the relationship with the clients
Ensuring accuracy and compliance of client files and advice documentation
Assist providing guidance and technical direction to paraplanners and implementation staff
About You
Working towards ASIC-aligned qualifications
1 to 3 years of experience in an Associate Adviser or similar position
Excellent Stakeholder Management ability
Strong, effective spoken and written communication
Confident presence with HNW, and high-earning professional clients
J-*-Ljbffr

📌 Associate Financial Adviser Canberra (Australia)
🏢 Godfrey Group Recruitmentnsultancy
📍 Australia