Williamson Partners Financial Planning - Ringwood VIC

We are seeking an experienced and motivated Financial Planner to join our team. This role is suited to a professional adviser who is passionate about building trusted client relationships, providing strategic advice, and helping clients make confident financial decisions.

The successful candidate will work with a diverse client base across areas such as superannuation, retirement planning, wealth accumulation, personal insurance, investment strategy, and ongoing advice services.

Key Responsibilities

Maintain strong ongoing relationships with new and existing clients.

Provide high-quality personal financial advice aligned to client goals, needs, and circumstances.

Develop and present advice strategies across superannuation, retirement planning, investments, insurance, and wealth creation.

Prepare for and conduct client review meetings, ensuring advice remains appropriate and current.

Ensure advice, documentation, and client files meet compliance, ethical, and licensee requirements.

Contribute to business growth through referrals and excellent client service.

About You

A practical, client-first approach to advice.





Excellent communication, relationship management, and client presentation skills.

Authorised to provide personal financial advice under an Australian Financial Services Licence.

Listed, or eligible to be listed, on the ASIC Financial Advisers Register.

Meets current financial adviser professional standards, including education, examination, professional year where applicable, continuing professional development, and ethical obligations.

Demonstrated experience providing holistic financial advice to retail clients.

Robust technical knowledge across superannuation, retirement income, investments, risk insurance, and advice strategy.

What We Offer

A supportive and professional team environment.

Access to established clients and referral opportunities - we are embedded within a very busy accounting practice with significant cross-referral opportunities.

Administrative support to enable you to focus on advice and client relationships.

A competitive remuneration package based on experience and capability.

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📌 Financial Planner (Maroondah City)
🏢 Williamson Partners Financial Planning
📍 Maroondah City