Senior Financial Advisor — Succession Path & Client Impact (Perth)

Senior Financial Advisor — Succession Path & Client Impact (Perth)

23 Aug
|
Fortuna Advisory Group
|
Perth

23 Aug

Fortuna Advisory Group

Perth

Grove Securities, part of the Fortuna Advisory Group, is seeking an experienced Financial Adviser in our West Perth office. You will deliver tailored financial advice to individuals, families, and entities such as trusts and SMSFs, building lasting client relationships.

Key responsibilities include retirement planning, wealth management, tax and estate planning, and mentoring junior advisers. A solid ethical mindset and regulatory compliance are essential to success.

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📌 Senior Financial Advisor — Succession Path & Client Impact (Perth)
🏢 Fortuna Advisory Group
📍 Perth

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