Ready to become a Financial Advisor? Professional Year opportunity

You've built the foundations. Now it's time to build the career.

Perhaps you're currently working as a Client Services Officer, Associate Adviser or Paraplanner and are wondering what the next step looks like.

You enjoy financial planning, want to work directly with clients, and ultimately see yourself as a Financial Adviser. The challenge is finding a business genuinely committed to helping you get there.

At Daley Financial Planning, we're looking for someone who wants more than another back office role. We are seeking a future adviser who is ready to develop their technical knowledge, build client relationships and progress toward completing their Skilled Year within a supportive and experienced advice team.

What You’ll Gain

Structured pathway toward becoming a Financial Adviser

Mentoring from experienced advisers

Exposure to client meetings and advice strategy discussions

Hands‑on experience across superannuation, retirement planning, investments, wealth protection and estate planning

Opportunity to complete your Professional Year within an established advice practice

Large and diverse client base providing exposure to complex advice matters

Ongoing professional development and technical training

Supportive team culture where development is genuinely encouraged

What You’ll Be Doing





Working alongside advisers to deliver exceptional client outcomes

Preparing and coordinating both prospect and client review meetings

Assisting with implementation of advice recommendations

Supporting advice document preparation and strategy research

Managing client communications and follow‑up activities

Liaising with product providers and external professionals

Maintaining client records and compliance requirements

Attending client meetings and developing your advice capability over time

We’d Love To Hear From You If You:

Have experience working in a financial planning practice

Currently work as a CSO, Associate Adviser or Paraplanner

Have completed or are completing an approved financial planning qualification

Intend to undertake or commence your Professional Year

Are passionate about helping clients achieve great financial outcomes

Have excellent communication and relationship‑building skills

Are organised, proactive and willing to take ownership

Want a genuine long-term career in financial advice

At Daley Financial Planning, we're passionate about developing great advisers, not simply hiring them. If you've reached the point where you're ready to stop supporting the advice process and start building a career delivering advice yourself, we'd love to hear from you.

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📌 Ready to become a Financial Advisor? Professional Year opportunity (Wollongong)
🏢 Daley
📍 Wollongong