Job Description
Avere Private Wealth is seeking a seasoned financial adviser to manage a focused book of up to 120 clients, mainly wholesale, spanning wealth accumulation, SMSF, superannuation, retirement, and estate planning. You will work closely with clients'
accountants/brokers
and drive end-to-end implementation, onboarding referrals, and building the book through partners and personal networks.
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You will lead a capable support team, maintain solid compliance, and write actionable advice that clients can
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📌 Senior Wealth Adviser: Wholesale Tax & Estate Strategy Lead (New South Wales)
🏢 Important Business
📍 New South Wales
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