At Mint Financial Solutions, we’re more than just another financial planning practice. We’re a growing, client-focused business that provides holistic financial advice through our integrated team of Financial Advisers, Accountants and Mortgage Brokers.
We operate with efficient, paperless systems and have our own dedicated offshore administration and paraplanning team, allowing our advisers to spend less time on paperwork and more time delivering quality advice and building client relationships.
We’re looking for an experienced Financial Adviser who is passionate about helping clients achieve their financial goals and wants to be part of a supportive, collaborative team.
About the Role
You’ll work closely with new and existing clients to develop tailored financial strategies across:
- Superannuation and retirement planning
- Wealth creation and investments
- Personal insurance
- Cashflow and long-term financial planning
- Ongoing portfolio reviews and client service
You’ll also prepare and present advice, work alongside our accounting and lending teams,
and maintain compliant client records while contributing to the continued growth of the business.
About You
- Experience as a Financial Adviser in Australia.
- Strong technical knowledge of superannuation, investments and retirement planning.
- Excellent communication and relationship-building skills.
- A client-first mindset with high ethical standards.
- Relevant financial planning qualifications meeting ASIC education requirements.
- Experience with financial planning software and CRM systems.
Why Join Us?
- Established client referral network.
- Dedicated offshore paraplanning and administration support.
- Collaborative team of advisers, accountants and mortgage brokers.
- Up-to-date paperless office and efficient workflows.
- Genuine career progression opportunities.
- Ongoing professional development.
- Competitive salary with performance incentives.
- Friendly, supportive and professional team culture.
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📌 Financial Advisor (Moe)
🏢 Mint Financial Solutions
📍 Moe
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