SENIOR FINANCIAL ADVISOR / FINANCIAL PLANNER – THINKING OF RETIRING OR SELLING? BRISBANE (Job ID 830)

- Are you retiring soon but want your clients in trusted hands?
- Are you thinking to sell your book of business and ensure a smooth transition?
- Are you interested of partnering with a firm that shares your values?

Our client is a long-established Financial Planning firm operating in partnership with a highly successful accounting practice that’s been trusted by clients for over 60 years. With multiple offices and more than 100 staff across its divisions, the group has built a robust reputation for delivering exceptional financial advice and helping clients from all walks of life achieve their goals.

As part of their ongoing growth strategy, the firm is expanding its newly established Brisbane Financial Planning division and is open to several options:

- Hiring a Financial Advisor with an existing client book
- Purchasing a parcel of fees (up to approximately $1M as a guide)




- Acquiring a small financial planning practice

This is an ideal opportunity for a sole practitioner considering retirement or succession or someone looking to join a respected, well-resourced team that offers stability, scale and continued client care.

Please note: This job is based in Australia therefore, only candidates who are Australian or NZ Citizens or permanent residents of Australia will be considered.

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📌 Senior Financial Advisor / Financial Planner – Thinking Of Retiring Or Selling? Brisbane
🏢 CDMGURU
📍 Brisbane