Senior Financial Advisor — Succession Path & Client Impact Perth

Senior Financial Advisor — Succession Path & Client Impact Perth

24 Aug
|
Fortuna Advisory Group
|
Perth

24 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 robust 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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