Company Description PurpleRock Wealth Partners connects advice businesses to reliable, long-term financial solutions. The firm focuses on delivering practical, outcomes-driven support that helps clients build resilient wealth strategies. Team members work closely with advice businesses to understand their unique needs and design tailored financial approaches. The environment emphasizes professionalism, integrity, and collaboration in serving a diverse client base.

Role Description The Senior Financial Adviser will provide comprehensive financial advice to clients, including developing, implementing, and reviewing tailored financial plans. Day-to-day responsibilities include meeting with clients, assessing their financial goals and circumstances, and advising on investments, retirement planning, superannuation, risk management, and wealth creation strategies. The role involves preparing statements of advice, monitoring portfolio performance, and ensuring all recommendations comply with relevant regulations and internal policies.

The Senior Financial

Adviser will collaborate with internal teams, mentor junior advisers, and contribute to business development initiatives. This is a full-time, in office position based in Ballarat, VIC.

Qualifications

- Demonstrated expertise in Financial Planning and Financial Advisory, with a track record of delivering client-centric advice.




- Strong Finance skills, including cash flow analysis, tax considerations, and understanding of regulatory requirements.
- Proficiency in Retirement Planning, including superannuation strategies, pensions, and long-term income planning.
- Solid knowledge of Investments, portfolio construction, and risk management across diverse asset classes.
- Relevant tertiary qualification in finance, commerce, or a related discipline, and appropriate professional accreditation (e.g., financial planning certification, compliance with local licensing requirements).
- Excellent communication and interpersonal skills, with the ability to explain complex concepts clearly and build lasting client relationships.
- High level of ethical standards, attention to detail, and commitment to regulatory compliance and best practice.
- Experience in mentoring or leading other advisers and contributing to practice growth is highly beneficial.

Please include The role would be ideal for someone looking for the following
- Based in Essendon
- Senior Position
- Inheriting a sizeable portfolio
- “Hunter” based role – Someone looking to chase referrals and build business
- Leading / Mentoring a small team
- Getting in on the ground floor of a greater change piece, merging into a larger firm in the future.

📌 Senior Financial Adviser (Melbourne)
🏢 PurpleRock Wealth Partners
📍 Melbourne