Are you an experienced Financial Adviser looking to step into an established client portfolio while still having the opportunity to grow your earnings and career? An exciting opportunity is available to join a

well-established and growing financial services business

with a strong advice division, quality client base and established referral network. This is an excellent opportunity for a technically capable Adviser who enjoys building long-term client relationships, working across sophisticated strategies and contributing to the development of a growing advice team. The Opportunity

You will take responsibility for an

established portfolio of ongoing clients , providing strategic advice across: SMSFs Superannuation and retirement planning Investments and wealth creation Direct equities and managed investments Australian and international investment exposure Broader strategic financial planning Robust SMSF experience will be highly regarded , given the nature of the existing client base. Importantly, you won't be expected to generate every opportunity yourself. The business has

established referral relationships , providing a consistent source of new client opportunities alongside the existing book. As a Senior Adviser, you will also have the opportunity to





mentor and develop an experienced Associate Adviser

who already has strong knowledge of the existing client portfolio. This would suit someone who enjoys not only advising clients but also helping develop future Advisers and contributing to the broader success of the team. What's On Offer?

$160,000 + Super + attractive performance bonus Existing referral network and new business opportunities Strong SMSF and investment exposure Experienced support team Flexible start and finish times Supportive, social and collaborative culture Regular team events and activities Growing business with genuine long-term opportunity About You

You will ideally be an experienced Financial Adviser with: Strong client relationship and communication skills Solid SMSF and investment knowledge Experience managing an established client portfolio A commercial mindset and ability to convert new opportunities An interest in mentoring and developing junior team members A desire to join an ambitious, growing advice business If you're looking for a senior advice opportunity offering an

established book, strong referral flow, excellent earning potential and the opportunity to mentor future Advisers , we'd love to hear from you.

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📌 Senior Financial Adviser – Established Client Base (Brisbane)
🏢 Berritta Consulting
📍 Brisbane