We are a financial planning business based in Melbourne and have been providing professional planning advice since 1988.

We are passionate about helping businesses and individuals achieve their financial and lifestyle goals. Our aim is to build long-term partnerships with our clients and assist them in building, protecting, and managing their wealth and lifestyle for them and their families. We achieve this through our strong ethical stance and are committed to the delivery of exceptional advice.

Our professionalism has enabled us to establish robust working relationships with accountants, brokers and other professionals over the years.

The Opportunity: This is an exciting and unique opportunity to join a family established business, and well-respected Wealth Management firm located in Queens Rd Melbourne. This highly successful and professional firm has developed outstanding centres of influence with respected accountancy Practices and is looking to expand due to high financial advice demand.

With over 90 years of combined financial planning experience within the Practice, the successful candidate will receive mentorship and personal development to deliver our holistic advice approach. If you are looking to be challenged and prepared to grow, then please keep reading.

We are now seeking a Financial Adviser who has experience dealing with investment advice, wealth management, insurance and/or stockbroking. There is the future opportunity to become a shareholder within the business.

THE BENEFITS:

Fully structed Practice with defined processes, paraplanning, administration and Practice Management support

Xplan tools/computer, mobile telephone provided





Professional office and amenities, located in Queens Rd Melbourne (opposite Albert Park Lake). Complementary gym and amenities

Professional working environment with a respectful team

Car Parking

Full personal office

Generous bonus structure

Chance to become a shareholder/equity partner

ROLES & RESPONSIBILITIES:

Manage your own book of clients which will be provided to you

Develop your own Centre of influence (COI) and bring in new clients

Collaborating and comminating with clients to understand their financial objectives

Conduct regular meetings, providing wealth management and investment advice

Create strong relationships with clients, ensuring you provide a genuine, quality service

Collaborate with the team, assisting each other with the workload and research

ABOUT YOU:

2 -3 years’ experience as a financial adviser and competent in advice strategies including retirement planning, investment, personal/risk insurance, SMSF and superannuation advice

Experienced with investment platforms

Proficient in Xplan

Good compliance track record

Self-motivating. Eager to learn and extend advice scope

Ability to build rapport with clients

Met ASIC educational requirements at 01/01/2026

Growth driven, have a desire to succeed

Exceptional communication skills

Ability to work well within a team environment

Looking long term with a “big picture” approach

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