Financial Planning Associate - Research & SOA Prep (Canberra)

Financial Planning Associate - Research & SOA Prep (Canberra)

27 Sep
|
FAAA
|
Canberra

27 Sep

FAAA

Canberra

Spotlight is seeking a Financial Planning Associate in Canberra to support advisers across the full advice process, including strategy development, research and preparation of client documentation.

The role involves working on superannuation, retirement planning, investments, taxation and debt management in a cooperative, professional environment. Strong Excel skills and attention to detail are essential for success.

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📌 Financial Planning Associate - Research & SOA Prep (Canberra)
🏢 FAAA
📍 Canberra

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