The Andersen Partnership is seeking an Associate Adviser to support Senior Advisers across a well-established client base. You will participate in joint client meetings, perform financial modelling, draft Statements of Advice and Records of Advice, and contribute to strategy and implementation.
Clients are primarily pre- and post-retirees with portfolios around $1.5 million, plus larger accounts, SMSFs and family trusts.
📌 Associate Advisor Flexible Hours & Wfh Options Melbourne (Australia)
🏢 The Andersen Partnership
📍 Australia
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