BG Private is one of Australia’s leading Accounting, Audit and Advisory firms. Proudly ranked among the AFR Top 50 Accounting Firms nationally, we are recognised as a leading practice in both Melbourne and Sydney. Our team of 16 Partners and 120 staff are committed to excellence and client satisfaction, helping over 7,000 clients achieve their personal and business goals. We are constantly pushing the boundaries with our innovative work practices and cutting-edge solutions and believe in creating a fulfilling and inspiring work environment where our people can thrive.

Our Culture

At BG Private, we are committed to continuous development and career progression. Our people are our most valuable asset, and we provide explicit pathways for leadership and partnership opportunities. You will be mentored by industry-leading professionals dedicated to your growth and success, with opportunities to collaborate and contribute meaningfully.

Up to 16 weeks paid parental

Volunteer and 2 days wellness leave per annum

Hybrid and flexible working arrangements

BG Skills Academy to accelerate your career development

Financial support for postgraduate studies and paid professional memberships

Health and wellbeing initiatives, including EAP and annual flu vaccinations

Regular social events, including open bar on Fridays and regular in-house morning teas

Discounted gym memberships

Fully reimbursed all-day parking

Direct access to partners

About The Role

Our team is growing again and we are seeking a dedicated and client-focused Financial Advisor to join us. In this role, you will provide ethical, compliant, and comprehensive financial advice tailored to individual client needs. You will play a key role in helping clients achieve their financial goals through strategic planning, product recommendations,



and ongoing relationship management.

Using your technical expertise, a typical week would include:

Conduct thorough financial assessments to understand clients’ current financial situations, goals, and risk tolerance

Provide comprehensive, compliant, and ethical financial advice aligned with clients’ best interests

Proactively identify opportunities to enhance clients’ financial wellbeing and develop customised financial plans

Recommend suitable financial products and services that align with clients’ objectives and market conditions

Ensure financial plans remain current and effective through regular assessments and updates

Build and maintain strong, long-term relationships with clients through regular communication and exceptional service

Respond promptly to client enquiries and provide ongoing support and education

Identify and pursue new business opportunities to expand the client base and drive growth

Ensure strict adherence to all legislative, regulatory, and professional standards

Collaborate with internal teams to deliver seamless, integrated client service

What we are looking for

Tertiary Degreein finance, financial planning, business or a related degree

RG146, CFP or other recognised financial planning qualification

3-5 years’ proven industry experience as a Financial Advisor

Strong knowledge of financial products, investment strategies, and regulatory requirements

Excellent interpersonal, written, and verbal communication skills

High ethical standards and a client-first mindset

Exceptional time management skills and the ability to prioritise effectively

Highly organised with strong attention to detail

Ability to work collaboratively in a team environment

Experience using XPLAN is highly regarded

BG Private…For Today, Tomorrow & Beyond.

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📌 Financial Advisor (Melbourne)
🏢 BG Private
📍 Melbourne