Supported by multiple award-winning industry leaders Focus on client relationships, with a well-resourced investment team Large, privately owned firm with 6b+ FUM The Business Our client is one of Australia's largest privately-owned and operated financial services firms, managing over $6 billion in funds under management nationally.
With a multi-office footprint across NSW and QLD, including a well-established Canberra presence, the firm has built its reputation on a boutique, non-platform advice model — delivering direct, tailored portfolios.
The Opportunity The firm is seeking a highly capable, client-focused Associate Financial Adviser to join their Canberra office.
You will be part of a well-resourced, team-oriented environment providing bespoke financial advice to HNW clients, high-earning professionals, and family groups.
In a firm with multiple award-winning Advisers, this is an unparalleled learning and career acceleration prospect.
You will support a book of the existing clients, and be with work closely with in-house asset management,



SMSF, and Insurance Specialists.
The Role Understanding clients' immediate needs, long term objectives and level of comfort with risk Conduct meetings/reviews with all clients and develop/adjust the overall investment strategy Provide quality and trusted financial advice Investigate alternative strategies and recommendations and continue to strengthen the relationship with the clients Ensuring accuracy and compliance of client files and advice documentation Assist providing guidance and technical direction to paraplanners and implementation staff About You Up-to-date FASEA approved qualifications; Or currently working towards 1 to 3 years of experience in an Associate Adviser or similar position Excellent Stakeholder Management ability Strong, effective spoken and written communication Confident presence with HNW, and high-earning professional clients

📌 Financial Adviser (Australia)
🏢 Godfrey Group
📍 Australia