Two advisers. One of them was trained right here.

Sahara Wealth is a boutique financial planning practice in Caboolture, led by two women, both practising financial advisers. Our clients are predominantly retirees and pre retirees, which means the advice work is technically serious. Retirement and pre retirement strategy, superannuation, Centrelink and the decisions families face at some of the most significant points in their lives.

We are hiring one adviser, and we are open on where you are starting from.

If you are doing your Professional Year, or about to start it, you will be supervised directly by the practice owner. If you are already authorised but have not been properly developed or mentored where you are, this is the role that fixes that. Either way, you are being brought in to become a very good adviser, and we will invest accordingly.

MENTORED BY BOTH ADVISERS, NOT HANDED TO WHOEVER IS FREE

You will work directly alongside the practice owner, who has 30 years in financial advice. Her client meetings, her files, her thinking. Feedback comes the same day rather than the following week, and if you are completing a Professional Year she supervises it herself.

You will also be mentored by our second adviser, who completed her own Professional Year with this practice. She was supervised here, authorised here, and now runs her own client relationships and a significant share of the practice's revenue. She has done exactly what you are about to do, in this office, with these clients. That is not a mentor you will find in most practices.





So the pathway from where you are to genuinely capable is not a promise we are making. It is a route we have already run start to finish.

THE PRACTICE

We grow almost entirely by word of mouth. Clients refer their family, their friends and their colleagues, and many of those relationships have run for decades and now span two generations. That does not happen by accident.

The office is small and close knit. Everyone knows the clients, everyone contributes and the standard is high. When your growth comes from referrals, every client interaction counts.

This role is onsite in Caboolture five days a week. Becoming a good adviser is an apprenticeship and it works because of proximity.

WHAT YOU WILL BE DOING

Assisting in the preparation of Records of Advice and Statements of Advice, working with our external paraplanning team. Strategy research across retirement, superannuation and Centrelink. Preparing client review packs and pre meeting analysis. Attending client meetings and contributing at a level that grows steadily. Everything runs through Xplan.

If you are in your Professional Year, you will also manage your logbook and work toward the financial adviser exam,



with our support and with your fees and study leave covered. If you are already authorised, you will hold your own clients from the start.

WHAT WE ARE LOOKING FOR

– A completed approved degree meeting the education standard for a relevant provider

– Client service experience in a financial planning practice, a Professional Year already underway, or current authorisation as an adviser

– Genuinely robust written communication. Our advice documents are clear and client ready

– Attention to detail that holds up under deadline

– Patience and warmth with older clients. Our people are not in a hurry and neither are we

– Someone who wants to be an adviser, not someone passing through

– Full time availability onsite in Caboolture

Transferable Professional Year quarters and existing authorisation are both welcome and will be reflected in the offer. Xplan experience and interest in retirement and superannuation strategy will also be well regarded.

WHAT WE PROVIDE

Mentoring from both advisers in the practice. A development pathway with a proven outcome. Real technical depth from day one. An established client base you will not have to go and find. A remuneration review as you progress, and a genuine adviser career on the other side of it.

Start date is flexible and will be agreed with the successful candidate.

APPLY

Send your CV and a short covering note telling us where you are up to, Professional Year or authorised, and why advice. We read the covering notes.

📌 Financial Adviser | Professional Year or Early Career (Caboolture)
🏢 Sahara Wealth
📍 Caboolture