The Company Our client is a respected financial planning practice that puts genuine relationships at the heart of its work. The team takes a client-first approach, working closely with clients to understand their goals and deliver tailored strategies. Backed by a leading national advice group and in a strong period of growth, this is a collaborative, values-driven business that invests in its people and clients.

You’ll join a team of experienced Advisers and support professionals committed to delivering strong, compliant client outcomes, with genuine long-term opportunities for career growth and development.

Culture & Benefits

- Hybrid working arrangement (2 days WFH) after successfully completing probation
- Annual "Vibe Day" + birthday leave + 3 extra reward days over Christmas closure
- Purchase leave scheme and formal study and education support
- Genuine development and growth partnership
- Potential equity participation for the right candidate

The Opportunity We're looking for a Senior Financial Adviser with strong commercial acumen to manage and grow an established client base while supporting new clients. You’ll provide high-quality, compliant advice across investments, superannuation, retirement planning, wealth creation and insurance, while building long-term client relationships and contributing to the continued success of the practice.

Working closely with the broader advice and support team, you’ll have the opportunity to make a meaningful contribution to the practice’s future direction and succession planning.

Key Responsibilities

Client Relationship Management





- Manage and grow an established client base through high-quality, strategic advice
- Conduct client reviews and deliver tailored advice that meets Annual Advice Agreements
- Professionally onboard new clients, ensuring a timely and compliant induction experience.

Business Growth

- Generate new business through referrals, professional networks and Centres of Influence
- Achieve agreed sales, revenue and activity targets
- Contribute to initiatives that improve productivity, client service and efficiency.

Compliance & Development

- Stay current on markets, economic trends and legislative changes.
- Maintain compliance with all licensee policies, advice requirements, and Continuing Professional Education obligations
- Collaborate with the broader advice and support team, while monitoring workflow, sales and revenue performance.

About You

- Minimum 5 years’ experience as a Financial Adviser
- Motivated and ambitious, with a genuine desire to build a long-term career within a growing business
- Strong team player who aligns with the organisation’s values
- RG146 compliant (DFP 1-8), working towards CFP, Master of Financial Planning or FFP; FASEA compliant
- Robust technical understanding of investment products, superannuation, insurance and relevant legislation
- Strong relationship management and communication skills, with a professional approach
- Genuine interest in financial markets, investment strategies and economic trends

If you're an experienced Adviser ready to build a long-term career and make a genuine impact in a growing, values-driven practice, apply now for a confidential discussion.

📌 Senior Financial Adviser | Growth + Equity Potential (Sydney)
🏢 Catalina Consultants
📍 Sydney