Job Description
Williamson Partners Financial Planning - Ringwood VIC
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We are seeking an experienced and motivated Financial Planner to join our team. This role is suited to a professional adviser who is passionate about building trusted client relationships, providing strategic advice, and helping clients make confident financial decisions.
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The successful candidate will work with a diverse client base across areas such as superannuation, retirement planning, wealth accumulation, personal insurance, investment strategy, and ongoing advice services.
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Key Responsibilities
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Maintain strong ongoing relationships with new and existing clients.
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Provide high-quality personal financial advice aligned to client goals, needs, and circumstances.
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Develop and present advice strategies across superannuation, retirement planning, investments, insurance, and wealth creation.
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Prepare for and conduct client review meetings, ensuring advice remains appropriate and current.
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Ensure advice, documentation, and client files meet compliance, ethical, and licensee requirements.
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Contribute to business growth through referrals and excellent client service.
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About You
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A practical,



client-first approach to advice.
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Excellent communication, relationship management, and client presentation skills.
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Authorised to provide personal financial advice under an Australian Financial Services Licence.
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Listed, or eligible to be listed, on the ASIC Financial Advisers Register.
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Meets current financial adviser professional standards, including education, examination, skilled year where applicable, continuing professional development, and ethical obligations.
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Demonstrated experience providing holistic financial advice to retail clients.
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Strong technical knowledge across superannuation, retirement income, investments, risk insurance, and advice strategy.
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What We Offer
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A supportive and professional team environment.
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Access to established clients and referral opportunities - we are embedded within a very busy accounting practice with significant cross-referral opportunities.
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Administrative support to enable you to focus on advice and client relationships.
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A competitive remuneration package based on experience and capability.
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📌 Financial Planner (South Australia)
🏢 Williamson Partners Financial Planning
📍 South Australia