Associate Financial Planner – Wealth Strategy & Growth (Canberra)

Associate Financial Planner – Wealth Strategy & Growth (Canberra)

26 Sep
|
Bentley Recruitment
|
Canberra

26 Sep

Bentley Recruitment

Canberra

Bentley Recruitment is seeking a skilled financial planning qualified to join a close-knit team in Canberra. You will support advisers with quality advice preparation, research and technical analysis across superannuation, investments, retirement planning, insurance and wealth creation.

Responsibilities include analysing client data, developing tailored strategies, preparing SOA/ROA documents, building financial projections and liaising with clients and advisers.

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📌 Associate Financial Planner – Wealth Strategy & Growth (Canberra)
🏢 Bentley Recruitment
📍 Canberra

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