Opportunity for a self-employed Financial Planner | Midland, PerthAbout usWe are a small, independent Financial Planning company with our own AFSL based in Midland. Our focus is very much on the service to our clients, offering a family-style holistic service encompassing much more than just their investments. The majority of our clients are retirees. Our environment is a team affair, so the right personality is essential to the business.
The OpportunityThis is not an employment role. One of our advisers has recently moved on, which leaves us with a fully set-up office space, a 0.5 FTE workload of admin support, and a consistent stream of client referrals.We are looking for a qualified Financial Planner to step into this space as an independent contributor towards costs. You might be an established adviser looking for a better home for your existing client book, or a salaried planner ready to make the leap to being a sole trader.For a contribution of approximately $10,000 per month, we can provide an immediately operational setup so you can focus entirely on your clients without the stress and high overheads of running a practice completely on your own.
What is included:Licensing & Compliance: Full sub-licence status under our own boutique AFSL.Fees & Insurances: Your corporate ASIC fees and Professional Indemnity (PI)



insurance are fully covered.Admin Support: A 0.5 FTE workload of dedicated administration support from our experienced team (helping with client review preparation and follow up, reception duties, and Centrelink assistance).
Your Own Space: A private, fully furnished office and use of the general office amenities.Running Costs: High-speed internet, commercial printing, and all utilities.Built-in Growth: A good, consistent amount of ongoing client referrals to help you grow.Perks: Free secure onsite parking. We are also pet-friendly, so our clients sometimes bring their dogs along to appointments.
What you bring:Relevant qualifications and a clean history on the financial advisers register.Either an established book of business or the drive to build one using our referral pipeline.High attention to detail and a down-to-earth, team-oriented attitude.A friendly personality that fits easily into a small, close-knit team environment.
Confidential EnquiriesIf you would like to run your own business in a supportive, warm, and professional office, we would love to hear from you.Please contact James Robinson on 08 9250 2056 or [email protected] for a strictly confidential chat.

📌 Financial Planner (Perth)
🏢 Jarrah Bridge
📍 Perth