We are a specialist financial advisory practice based in North Sydney, just minutes from the station. We specialise in delivering high-quality, tailored advice to small business owners, professionals with complex financial needs, and retirees. Our strong referral network supports our commitment to exceptional service and long-term client outcomes. Our business is in an exciting growth phase, and we are looking for the right person to grow with us.
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The Opportunity
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This is an excellent opportunity for a qualified and motivated Adviser - with a minimum of 2 years experience in the role - to step into an Adviser role focused exclusively on wealth management (no risk advice). You will be working alongside a Senior Financial Adviser in managing an established client base while also having the opportunity to take on your own clients from day one.
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You will work with a diverse client base — including accumulators, retirees, and pre-retirees — and be part of a young, ambitious firm that values professional development and growth.
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The Role
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- Provide consistent, high-quality financial advice and service to new and existing clients.
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- Build and maintain solid relationships with clients, referral partners, and colleagues.
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- Assist in the development of complex advice strategies and recommendations.
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- Support with the preparation of advice documents and reports.
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- Attend client meetings, networking events, and visits to offices across NSW and VIC.
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- Contribute your ideas and energy to the ongoing growth of the business.
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About You
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We are looking for an enthusiastic and motivated professional who is ready to take the next step as an Adviser. To succeed in this role, you will bring:
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- a minimum of 2 years' experience in financial planning/wealth management.
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- must meet all education requirements, including but not limited to an approved degree, successful completion of Financial Adviser Exam, up to date CPD obligations
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- Strong client relationship skills and professional presence.
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- Excellent verbal and written communication skills.
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- A proactive mindset and desire to be part of a dynamic, growing team.
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📌 Financial Adviser (New South Wales)
🏢 Wealth Peak Financial Advice
📍 New South Wales
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