Price Financial Intelligence in Thornleigh, NSW, is seeking a candidate to assist in preparing Statements of Advice and related client documents. The role supports a path toward becoming a financial adviser, though prior experience is not required.
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The successful applicant may have completed a Diploma of Financial Services (Financial Planning) or be pursuing an AQF7 bachelor degree. The position focuses on ensuring timely client reviews and adherence to compliance obligations.
📌 Paraplanner & Path to Financial Adviser - SOA Drafting (Hornsby)
🏢 Price Financial Intelligence
📍 Hornsby
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