My Plan Financial is seeking an experienced Financial Planner to manage a defined client base and deliver holistic advice within a clearly defined advisory framework. The role emphasizes ownership, accountability, and long-term client relationships.
The adviser will conduct meetings and deliver compliant advice, working closely with offshore administration and paraplanning teams to ensure high-quality client outcomes and ongoing relationships.
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📌 Holistic Financial Planner - Build Trusted Relationships (New South Wales)
🏢 My Plan Financial
📍 New South Wales
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