Count is seeking an experienced Financial Advisor to join our Newcastle-based practice. You will own an established client portfolio and deliver holistic financial advice across wealth creation, retirement planning, superannuation, investments, personal insurance and estate planning.
You’ll lead discovery meetings, annual reviews and strategy sessions, design tailored strategies aligned to each client's goals, and ensure regulatory compliance while drafting SOAs and ROAs.
J-18808-Ljbffr
📌 Trusted Financial Advisor Grow Client Portfolios & Impact Newcastle City Council
🏢 Count
📍 Newcastle City Council
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.