Banking Finance Financial Planning Melbourne Permanent / Full Time Competative Salary Work with high-quality clients Be part of a close-knit team SMSF Specialist / Financial Adviser The Chance 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 opportunity for a technically strong SMSF professional who wants to do meaningful, complex advice work in a supportive boutique environment — with an established client base, strong 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 Strong 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 ****** with a copy of your CV.

📌 Smsf Specialist / Financial Adviser (Victoria)
🏢 FourQuarters Recruitment
📍 Victoria