Senior Financial Adviser | Growth + Equity Potential The Company Our client is a respected financial planning practice that puts genuine relationships at the heart of its work. The team takes a client-first approach, working closely with clients to understand their goals and deliver tailored strategies. Backed by a leading national advice group and in a strong period of growth, this is a cooperative, values-driven business that invests in its people and clients.

You’ll join a team of experienced Advisers and support professionals committed to delivering strong, compliant client outcomes, with genuine long-term opportunities for career growth and development.

Culture & Benefits

Hybrid working arrangement (2 days WFH) after successfully completing probation

Annual "Vibe Day" + birthday leave + 3 extra reward days over Christmas closure

Purchase leave scheme and formal study and education support

Genuine development and growth partnership

Potential equity participation for the right candidate

The Opportunity We're looking for a

Senior Financial Adviser

with strong commercial acumen to manage and grow an established client base while supporting new clients. You’ll provide high-quality, compliant advice across investments, superannuation, retirement planning, wealth creation and insurance, while building long-term client relationships and contributing to the continued success of the practice.

Working closely with the broader advice and support team, you’ll have the opportunity to make a meaningful contribution to the practice’s future direction and succession planning.

Key Responsibilities Client Relationship Management





Manage and grow an established client base through high-quality, strategic advice

Conduct client reviews and deliver tailored advice that meets Annual Advice Agreements

Professionally onboard new clients, ensuring a timely and compliant induction experience.

Business Growth

Generate new business through referrals, professional networks and Centres of Influence

Achieve agreed sales, revenue and activity targets

Contribute to initiatives that improve productivity, client service and efficiency.

Compliance & Development

Stay current on markets, economic trends and legislative changes.

Maintain compliance with all licensee policies, advice requirements, and Continuing Professional Education obligations

Collaborate with the broader advice and support team, while monitoring workflow, sales and revenue performance.

About You

Minimum 5 years’ experience as a Financial Adviser

Motivated and ambitious, with a genuine desire to build a long-term career within a growing business

Strong team player who aligns with the organisation’s values

RG146 compliant (DFP 1-8), working towards CFP, Master of Financial Planning or FFP; FASEA compliant

Strong technical understanding of investment products, superannuation, insurance and relevant legislation

Strong relationship management and communication skills, with a professional approach

Genuine interest in financial markets, investment strategies and economic trends

If you're an experienced Adviser ready to build a long-term career and make a genuine impact in a growing, values-driven practice,

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📌 Senior Financial Adviser | Growth + Equity Potential (Sydney)
🏢 Catalina Consultants
📍 Sydney