The CSO/CSM role is with a well-established financial planning firm seeking to support advisers and clients across the financial planning process. The prospect offers exposure to advisory support, client communications and documentation, with long-term progression toward Adviser, Operations, or Senior Client Services roles.
We are open to candidates at various levels, including experienced CSOs, Senior CSOs and Associate Advisers, with a focus on building a rewarding long-term career in
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📌 CSO/CSM — Path to Adviser & Operations Leader (New South Wales)
🏢 Berritta Consulting
📍 New South Wales
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