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/brokersand drive end-to-end implementation, onboarding referrals, and building the book through partners and personal networks.
You will lead a capable support team, maintain robust compliance, and write actionable advice that clients can
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📌 Senior Wealth Adviser: Wholesale Tax & Estate Strategy Lead (New South Wales)
🏢 Recognized
📍 New South Wales
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