Associate Adviser Sydney

Associate Adviser Sydney

16 Sep
|
Very Lucky Ventures
|
Sydney

16 Sep

Very Lucky Ventures

Sydney

Who we are

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 clear 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
Skilled 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 rapid 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 valuable Associate in Sydney & Melbourne.
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📌 Associate Adviser Sydney
🏢 Very Lucky Ventures
📍 Sydney

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