Own a book of no more than 120 clients on a high-touch, low-volume basis.
Advise both retail but predominantly wholesale clients across wealth accumulation, debt destruction, SMSF, superannuation, retirement, investment structuring, insurance and estate considerations.
Work the business side alongside the personal: company and trust structures, distributions, succession, sale planning, tax position.Sit directly with clients' accountants and brokers, ours and theirs, and drive implementation to completion.
Onboard clients referred from our accounting and broking businesses and build the book from referral partners and your own relationships.
Lead your support team to a standard you're happy to put your name against.Key responsibilitiesAdvise clients across wealth accumulation, debt destruction, SMSF, superannuation, retirement, investment structuring, insurance and estate considerationsWork on the business side: company and trust structures, distributions, succession, sale planning, tax positionSit directly with clients' accountants and brokers and drive implementation to completionOnboard clients referred from accounting and broking businessesBuild the book from referral partners and your own relationshipsLead your support team to a standard you're happy to put your name againstAbout youCurrent authorisation on the ASIC Financial Advisers Register,



approved qualification, FASEA exam passed, Skilled Year completeThree years or more advising Australian clients, across both retail and wholesaleGenuine tax and business advisory depth to sit across the table from a client's accountant and hold your end of itModelling and advice software experience — PlutoSoft experience favourableStrong para planning and compliance backgroundA clean compliance history and references who'll confirm itThe ability to write advice a client can read and act onAbout usAvere advises Australian business owners and professional families.
Strategic advice, wealth management, tax and business strategy come together in one roadmap, and we deal directly with an aligned client's accountant and mortgage broker so the client isn't left carrying messages between their advisers.
We have an aligned relationship with accounting and mortgage advisers.
The adviser develops and quarterbacks the strategic advice.
We use co-working spaces as office hubs with Manly as HQ.
$*******k plus super, with performance incentiveSupport structure: CSO TeamFlat Fee Model for Initial Advice and Ongoing EngagementAnnual pay and performance reviewsHybrid or flexible arrangementsCPD, licensing and professional membership costs covered
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📌 Financial Adviser (Sydney)
🏢 Important Business
📍 Sydney