We're Very Lucky Ventures (VLV) - we partner with founder-led financial advice firms across Australia doing $2M-$10M+ in revenue, who are looking to scale. We help by building the team, tech and process that differentiate them from the old-era of financial advice.
? The role
- Supporting a Senior/Lead Adviser across the full client journey - prep, research, strategy, implementation
- Real exposure to complex advice, not just admin and diary management
- A explicit runway toward full authorisation
- Sydney and Melbourne-based, with firms that actually invest in tech (not spreadsheets held together with hope)
✅ What you'll bring
- FASEA-compliant degree, completed or close to it
- Professional Year underway or completed
- 1+ years in a financial planning support role - Associate, Client Services, or Paraplanning
- Genuine curiosity about advice, not just chasing the letters after your name
? Not for you if
- You want to coast - these firms move fast and expect you to keep up
- You're chasing a full book straight away - this is the step before that, not a shortcut around it
? Why bother
- We only work with firms we genuinely recommend and work with personally.
- The firms we work with are all investing heavily into their tech, team and processes.
- Every firm we work with is scaling, so there's a real ceiling above this role, not just a job title.
? We're always talking to good Associate in Sydney & Melbourne. If you're after a confidential chat to weigh up your options, send your CV or DM us directly.
📌 Associate Adviser (Sydney)
🏢 Very Lucky Ventures
📍 Sydney
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.