Job Description

Senior Financial Adviser | Merimbula NSW Build a Lifestyle. Lead a Business. Shape Your Future.

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What if your next career move wasn't just a new job but a new way of life?

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Imagine finishing work and being minutes from pristine beaches, national parks and one of Australia's most beautiful coastlines, while leading an established financial planning business with genuine long-term career opportunities.

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Our client is seeking an experienced Senior Financial Adviser to join their growing practice in Merimbula, NSW.

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The Prospect

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This is more than a servicing role.

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You'll inherit an established portfolio of approximately 350 existing clients, allowing you to focus on building trusted relationships and delivering exceptional advice rather than chasing new business.

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You'll also have the autonomy to help shape and grow the business, supported by an experienced team and explicit pathways towards future leadership, bonuses and potential equity opportunities.

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What's on Offer

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Established client book of approximately 350 clients

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Full administration and Client Services Officer support

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Paraplanning support

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Attractive remuneration package

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Performance bonuses

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Future equity opportunities





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Autonomy to help lead and grow the business

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Strong succession planning opportunity

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Long-term career security

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Relocation chance to one of Australia's most desirable coastal regions

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About You

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Is an experienced Financial Adviser

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Enjoys building long-term client relationships

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Wants autonomy and ownership

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Is passionate about delivering high-quality advice

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Is looking for more than just another adviser role

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Is excited about relocating and becoming part of the local community

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Why Merimbula?

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Beautiful beaches and coastline

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Relaxed coastal living

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Great schools and community

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Outdoor lifestyle including fishing, golf, boating and hiking

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Affordable living compared with many capital cities

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Salary $200K

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This is a genuine chance to build both your career and your life in one of Australia's most sought-after regional locations.

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If you're looking for a role where you can make a real impact, enjoy an exceptional lifestyle and have a pathway to future ownership, we'd love to hear from you.
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📌 Senior Financial Adviser Wollongong
🏢 FAAA Board, Financial Advice Association of Australia
📍 Wollongong