Develop or continue your career in a firm that provides prospect for growth and an enjoyable respectful environment to continue your career.This is your opportunity to join a highly respected, boutique private wealth firm working with a loyal base of HNW successful individuals, families and businesses.About the RoleYou'll be at the core of the advice team— contributing to real outcomes and sharpening your skills every day.Assist with research and analysis across all areas of tax structures, asset ownership with exposure to portfolio construction and managementModel scenarios and stress test strategies, prepare SoAs, RoAs, and client materialsSit in on strategy sessions and learn how the advice really comes togetherEngage with a close-knit, high-performing team who will support you all the wayWhat they're Looking ForThey are looking a person who "fit's the family photo", is aligned culturally.
You have an interest in personal financial advice, working in advice strategy and construction with a common thread of being driven to always develop.You'll bring:Curiosity, attention to detail,



and the ability to pick things up quicklyCurrent exposure to financial advice and plan constructionConfidence with financial advice technology (XPLAN experience a bonus, but not essential)A team-first mindset and strong communication skillsWhy This Is a Great MoveSerious exposure: Work on strategies for HNW client portfolios, SMSFs, trusts, intergenerational planning and portfolio construction exposure.Structured mentorship: Learn directly from experienced financial advisers, investment professionals and senior strategists.True team culture: 20+ years in the game, a team of 20, and barely any turnover.
That tells you everything.Central CBD location: Professional office, supportive environment, and no "big firm" politics.Career clarity: Whether you want to grow into advice or be the technical strategist for the firm the opportunity exists.Why You'll StayThis isn't a place to "get your hours up."
It's a place to grow, contribute, and be part of a team where you're seen and valued.
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📌 Paraplanner - Next Step In Your Career (Brisbane)
🏢 Profusion Group
📍 Brisbane