Financial Adviser — Southport, Gold Coast

Join an established Southport-based advice firm as an experienced Financial Adviser, working with clients across Superannuation, Investments, Retirement Planning and Insurance.

Our firm is seeking a client-focused and experienced Financial Adviser to join our Southport office and support the continued growth of the business. This role suits an adviser who enjoys building long-term client relationships and delivering high-quality strategic advice within a collaborative team, supported by experienced client service and investment support staff.

About Our Business

We are a growing financial services firm based in Southport on the Gold Coast, managing close to $280 million AUD across leading platforms including Netwealth, HUB24, AMP MyNorth and Mason Stevens. We provide holistic advice across a broad range of financial strategies and solutions, including:

• Managed investment portfolios and Managed Discretionary Accounts (MDAs)

• Superannuation and SMSF strategies

• Retirement Planning and Pension Strategies

• Personal and Corporate Superannuation

• Life and Risk Insurance solutions

• Investor-directed and Managed portfolio services

• Cash and Deposit products

• Securities and Investment solutions

Our focus is delivering high-quality advice, strong compliance standards and excellent client service.

About the Role

As a Financial Adviser, you will be responsible for managing client relationships, delivering compliant advice and supporting ongoing financial strategies for clients. You will work closely with internal client services officers (CSO), paraplanners and investment support teams to ensure advice is delivered efficiently and implemented effectively.





This is an opportunity to join a growing advice practice with strong internal support and an expanding client base.

Key Responsibilities

• Provide strategic, compliant financial advice tailored to client goals and circumstances

• Conduct client meetings, reviews and ongoing service engagements

• Prepare and/or assist with advice documentation including SOAs, ROAs and client consents

• Work closely with internal support staff, paraplanners and product providers

• Maintain accurate file notes, client records and compliance documentation

• Support implementation of advice strategies across superannuation, investments and insurance

• Contribute to improving internal processes and client experience as the business grows

About You

We are seeking a professional and Client-Focused adviser who enjoys building trusted relationships and working within a collaborative advice team.

Essential

• Registered on the Financial Advisers Register (FAR) and holding the qualifications required under current ASIC education standards (relevant degree or equivalent, and Qualified Year completed where applicable)

• Experience as a financial adviser within an Australian financial services environment

• Strong knowledge across Investments, Superannuation and Retirement strategies

• Excellent communication and relationship-building skills

• High standards of professionalism and compliance awareness

• Ability to build trusted, long-term client relationships

Highly regarded





• Knowledge of SMSF strategies and Retirement Planning

• Experience with Financial Planning CRM systems such as Xplan, AdviserLogic or similar

• Strong understanding of advice documentation and compliance requirements

Why Join Our Firm

• Join a growing financial advice firm managing close to $280M AUD, in an active expansion and restructuring phase

• Work within a collaborative team workplace with strong client service, paraplanning and investment support

• Exposure to superannuation, insurance, investments and retirement strategies across multiple platforms (Netwealth, HUB24, AMP North, Mason Stevens)

• Opportunity to build long-term client relationships

• Stable, long-term career opportunity within a qualified advice practice

Important — Application Requirement

To help us understand your experience, please include a short paragraph in your application outlining:

• Your qualification in financial planning or a related discipline, and your experience providing Financial Advice within an Australian advice firms

• The CRM or advice software systems you have used (e.g. Xplan, AdviserLogic, Salesforce)

• How long you have been in your current or most recent role

Applications that do not address this may not be considered.

Employer Questions

Your application will include the following questions:

1. What is your right to work in Australia?

2. How many years' experience do you have as a Financial Adviser?

3. Are you currently registered on the Financial Advisers Register (FAR)?

4. What is your highest relevant qualification (e.g. degree in financial planning, related discipline, Professional Year status)?

5. Are you currently authorised under an AFSL, and if so, which one?

6. What is your expected salary package?

📌 Financial Adviser - Financial Planning (Gold Coast)
🏢 Leading
📍 Gold Coast