UniSuper is the custodian of our members' life savings. Everything we do is focused on delivering for our members through performance, accountability and collaboration. If you love working with passionate professionals, driving industry leading performance and want to make a meaningful difference for others now and into the future, you're in the right place.
UniSuper Advice is the Home for Advice Professionals. We provide members with trusted advice that supports confident financial decisions, through personal advice, digital solutions, education and strong partnerships with independent financial advisers. Our work is grounded in professionalism, collaboration, and better retirement outcomes for members.
Make a meaningful impact by delivering trusted advice that helps members with complex financial needs make confident decisions about their future.
The role
The key focus of this role is delivering personal financial advice to existing and new clients to support their financial objectives. You will apply your expertise across complex financial needs while delivering high-quality advice and professional standards. Furthermore, you will:
Deliver review advice to existing clients and advice to some current clients
Support review appointments through tasks, follow-up communications and campaigns
Deliver advice to members with complex financial needs, including high-net-worth clients
Deliver high-quality Records of Advice as required
Apply governance, compliance and professional standards in day-to-day advice
Support improvements in advice delivery,



including the use of AI
About you
You are an experienced, currently registered Financial Adviser who takes pride in delivering high-quality advice and client experiences. You apply advanced technical knowledge, communicate clearly and work effectively to deliver outcomes within tight deadlines. You also have:
Bachelor's degree or higher and passed FASEA Exam
CFP qualification and Qualified Tax Relevant Provider status
Professional membership with the FAAA
Advanced knowledge of financial planning, social security, taxation, superannuation and investments
Experience with complex financial profiles, client relationships, workshops and presentations
What We Offer
UniSuper believes that the best way to achieve great things is when we come together and collaborate. Therefore, we ask you to be able to commit to 60% of your time in office. UniSuper is proud of our culture and benefits, which empower our people to achieve their full potential, thrive, and grow their career with us. These include:
20 weeks paid parental leave
Three additional paid leave days
Community, culture and wellbeing leave
It should go without saying, but at UniSuper, we value and celebrate diversity and inclusion. We believe that a variety of perspectives, backgrounds, interests, abilities, and skills is crucial for delivering great retirement outcomes for our members. We invite you to apply for the roles that suit your career aspirations, even if you don't meet all the requirements.
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📌 Private Wealth Adviser (Melbourne)
🏢 UniSuper
📍 Melbourne