An exciting prospect to join an established Private Wealth Practice with genuine equity and partnership within 12 months.

- Associate Partner - Equity Pathway
- CBD location
- Established referral network

Salary $150,000 - $170,000

Stop Building Someone Else's Business.

You've built technical expertise, earned client trust and developed strong advice capabilities. Now you're looking for the next step.

We're a boutique WA private wealth practice seeking a Senior Financial Adviser who wants more than a salary and bonus structure. This is an opportunity to build towards genuine equity ownership within a growing business that values long-term client relationships, professional excellence and entrepreneurial thinking.

The Offer A real equity pathway. Not a "someday" promise. We'll put you on a defined 6–12 month roadmap to partnership, tied to performance and fit - not vague hints about "future opportunities."

Bring your own clients or just yourself. No book? No problem - we've got warm leads, an active marketing engine, and an existing client base ready for the right adviser. Bringing your own book? Our CAR transition structure protects your revenue while you move across.

Strategy, not spreadsheets. Full paraplanning, admin, and compliance support means your time goes into the advice - SMSFs, family trusts, corporate structures, succession and estate planning - not chasing paperwork.

A team,



not a leaderboard. We back collaboration and long-term client outcomes over high-pressure sales targets.

What You'll Actually Be Doing

- Delivering holistic, high-value advice to HNW individuals, business owners, primary producers, and multi-generational families
- Architecting complex strategies across SMSFs, family trusts, corporate structures, and succession/estate planning
- Building long-term client relationships using advice frameworks that already have runway and runs on the board
- Championing best-practice compliance and documentation as a matter of professional pride, not box-ticking

What You Bring

We don’t want a shopping list, we want a real person so if you are a qualified Financial Adviser (ASIC/FASEA-compliant degree or higher), have advanced knowledge of SMSFs, complex tax structures, wealth transfer and succession planning combined with growth instincts, a commitment to ethical advice and proven adviser experience – we would love to hear from you!

What's In It For You

- Competitive base + performance top-ups, tailored to your experience and any book you bring
- Structured equity buy-in defined pathway to equity, available after your 6–12 month performance review
- Real flexibility - backed by admin support and genuine strategic coaching, not just lip service

📌 Senior Financial Adviser (Perth)
🏢 Private Wealth Architects
📍 Perth