Senior Financial Planner: Inherit Established Client Portfolio Canberra (Australia)

Senior Financial Planner: Inherit Established Client Portfolio Canberra (Australia)

29 Aug
|
Berritta Consulting
|
Australia

29 Aug

Berritta Consulting

Australia

Berritta Consulting is seeking a Senior Financial Planner to take over an established client portfolio and continue growing through referrals. You will deliver holistic advice across wealth creation, retirement planning and estate planning, while leveraging a robust support team to implement recommendations.

Join a nationally active wealth management business with structured succession, competitive pay, and prospects to expand your client base within a cooperative team workplace.
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📌 Senior Financial Planner: Inherit Established Client Portfolio Canberra (Australia)
🏢 Berritta Consulting
📍 Australia

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