Senior Financial Advisor: Lead Growth & Mentoring (City of Moonee Valley)

Senior Financial Advisor: Lead Growth & Mentoring (City of Moonee Valley)

22 Aug
|
PurpleRock Wealth Partners
|
City of Moonee Valley

22 Aug

PurpleRock Wealth Partners

City of Moonee Valley

PurpleRock Wealth Partners is seeking a Senior Financial Adviser in Ballarat, VIC to provide comprehensive financial planning and ongoing client support. You will meet with clients to assess goals, develop tailored strategies, and implement wealth plans that cover investments, retirement planning, superannuation, and risk management.

You will prepare statements of advice, monitor portfolios, and ensure compliance with regulatory requirements and internal policies.

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📌 Senior Financial Advisor: Lead Growth & Mentoring (City of Moonee Valley)
🏢 PurpleRock Wealth Partners
📍 City of Moonee Valley

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