Job Description
At 1xTEAM, your work doesn't just move numbers; it moves people into homes and toward freedom. We're a value-driven, community-first company helping members buy smarter, pay off faster, and build wealth with clarity. We move quickly, speak plainly, and give value first—tools, education, and guidance—whether someone becomes a client or not. If you want your day-to-day to change lives at settlement and beyond, you'll feel at home here.
n
We're remote-friendly, feedback-positive, and outcome-focused. Work from home, a co-working space, or our hubs. You'll get trust, clear goals, and the autonomy to build for our members.
n
We are hiring: Financial Planner – Partner (Permanent, Full-Time)
n
Location: Melbourne or Remote (Australia)
n
Engagement: Permanent, full-time employee
(partnership/revenue
share model)
n
Reports to: CEO
n
Compensation: Competitive base + revenue share/equity pathway + superannuation
n
Start: ASAP
n
Role Impact
n
Be the strategic engine behind our members' long-term wealth. You'll deliver holistic, goals-based advice that connects cashflow, lending, protection, superannuation, and investing into one clear plan so members can buy their first home, scale into investments, and stay protected if life throws a curveball. You'll shape our advice model and help build a planning practice that is modern, fast, and member-obsessed.
n
What you'll do
n
n
Member discovery & strategy: Run deep fact-finds and goals sessions; build straightforward, actionable advice roadmaps in plain English.
n
Comprehensive advice: Cashflow and debt strategy (incl. offsets/IO vs P&I;),
investment/superannuation
(incl. rollovers & contributions strategies), personal risk insurance, retirement planning, and estate planning coordination.
n
Advice production: Oversee/prepare SoAs/ROAs with paraplanning support; ensure advice meets Code of Ethics and Best Interests Duty.
n




Implementation & reviews: Execute recommendations end-to-end; run structured annual/half-yearly progress reviews and re-optimise.
n
Cross-functional collaboration: Work tightly with Lending, Content, and Product to turn insights into tools, calculators, and education that help members own sooner.
n
Compliance & record-keeping: Maintain immaculate files in the advice CRM; manage audit readiness and license obligations.
n
Thought leadership: Contribute to webinars, guides, and community events; mentor junior advisors as the practice scales.
n
n
Requirements
n
Must-haves
n
n
Qualified Financial Adviser in Australia (approved degree or bridging to approved degree) and Financial Adviser Exam (FASEA) passed; eligible to be listed on the Financial Adviser Register.
n
3-5+ years delivering holistic advice with strong compliance discipline.
n
Fluency with leading advice CRMs/paraplanning workflows (e.g., Xplan or AdviserLogic).
n
Clear, member-first communicator who turns complexity into confident decisions.
n
Commercial acumen and a builder mindset-comfortable shaping offers, pricing, and processes.
n
n
Nice-to-haves
n
n
Experience with first-home buyers and property-led wealth strategies (incl. debt recycling frameworks, where appropriate).
n
SMSF exposure, retirement income strategies, and insurance optimisation.
n
Community presence (webinars, content) and/or mentoring experience.
n
n
What you'll love at 1xTEAM
n
n
Warm demand, not cold hustle: Leads from a fast-growing member community.
n
Partner economics: Competitive base + revenue share with an equity/partnership pathway as we scale.
n
Paraplanning & ops support: Focus on strategy and member outcomes while we keep the engine humming.
n
Flex & trust: Remote-friendly, outcomes over hours, real work-life balance.
n
Mission & culture: Friendly, no-ego, member-obsessed. We celebrate real milestones (keys handed over, loans paid down, futures secured).
n

📌 Financial Planner - Partner (Victoria)
🏢 1xTEAM
📍 Victoria