Company Overview Join a large, well-established accounting and wealth management firm that prides itself on delivering tailored strategic and investment advice.
The practice is self-licensed, offering autonomy and flexibility while maintaining a strong reputation for excellence.
Role Overview As a Financial Adviser, you will provide holistic strategic and investment advice to a portfolio of High-Net-Worth clients.
This role is based in Eastern Suburbs and offers the opportunity to work closely with leadership and a collaborative team.
Key Responsibilities: Deliver comprehensive financial planning and investment strategies to HNW clients Build and maintain strong client relationships with a focus on long-term outcomes Collaborate with internal accounting and wealth management teams Ensure compliance with regulatory and licensing requirements Drive business growth through exceptional client service and strategic advice Skills Experience Proven ability to manage HNW client portfolios Strong technical knowledge in strategic and investment advice Relevant tertiary qualifications and FASEA compliance Excellent communication and relationship-building skills What's on Offer 1 day WFH after probation Free daily lunches Paid income protection and qualified memberships Free parking for leadership roles Supportive, inclusive culture with career development opportunities Click 'APPLY' or contact Shauna Callaghan at ****** .
We are committed to providing a supportive culture and positively contributing towards creating diverse and inclusive workplaces for our candidates clients.
We invite candidates of all ages, genders, sexual orientation, cultural backgrounds, people with disability, neurodiverse individuals, and Indigenous Australians to apply.

📌 Financial Adviser (Victoria)
🏢 Profusion
📍 Victoria