SMSF Specialist / Financial Adviser

The Opportunity
We are partnering with a highly regarded boutique wealth management practice to find an experienced SMSF Specialist or Financial Adviser to join their close-knit, high-performing team.

This is a genuine prospect for a technically strong SMSF professional who wants to do meaningful, complex advice work in a supportive boutique environment — with an established client base, robust back-office support, and a culture that genuinely values expertise.

What You'll Be Doing
Providing comprehensive SMSF advice across establishment, investment strategy, contributions planning, pension phase, and wind-up
Managing complex SMSF structures including corporate trustees, related party transactions, and limited recourse borrowing arrangements
Delivering holistic financial advice across investments, retirement planning, superannuation, tax structuring, and estate planning
Building and maintaining strong long-term client relationships across an established book
Collaborating with a supportive internal team including paraplanners and client services staff
Contributing to the ongoing growth and development of the practice

What We're Looking For




5+ years' experience in a financial advice or SMSF specialist role
Fully qualified and FASEA compliant — CFP or equivalent highly regarded
Deep technical knowledge of SMSF legislation, strategy, and compliance requirements
Robust experience across complex SMSF structures — LRBAs, related party transactions, corporate trustees
Broad advice capability across investments, retirement planning, and estate planning
Experience working with high-net-worth or affluent clients
A client-first mindset with excellent relationship management and communication skills
Boutique or independent practice background preferred — someone who thrives in a collaborative, high-trust environment

Why Apply
Join a respected, long-established boutique practice with a strong reputation and loyal client base
Work with high-quality, complex clients across a genuinely broad advice offering
Enjoy the support of an experienced paraplanning and client services team
Be part of a close-knit culture where your expertise is genuinely valued
Apply Now
If this sounds like the right next step for you, apply via Seek or reach out to @fourquarters.com.au with a copy of your CV.

📌 Smsf Specialist Melbourne
🏢 FourQuarters Recruitment
📍 Melbourne