RGM Financial Planners Pty Ltd – Traralgon VIC
RGM Financial Planners is one of Gippsland's leading financial planning practices. We've been looking after clients across the region for decades and we're still growing. We're self-licensed, which gives our advisers real flexibility in the strategies they can put forward, and we sit within a broader accounting and financial services group, so there's plenty of chance to work alongside accountants and other specialists on client outcomes.
We provide advice across retirement planning, superannuation, investments, personal insurance, estate planning, Centrelink, aged care and SMSFs.
Due to continued growth, we're looking for an experienced Financial Planner to join our Traralgon office.
What's on offer
A competitive salary that reflects your experience
Monthly RDOs to help with work-life balance
An established client base with strong referral opportunities from within the group
Paraplanning, client service and administrative support so you can focus on advice
Ongoing professional development, mentoring and career pathway
A friendly, social team culture
The chance to work with experienced advisers and accountants in a well-established practice
What you'll be doing
Meeting with clients to understand their circumstances, goals and what matters to them
Developing and implementing personalised strategies across investments, super,



retirement, insurance, estate planning and wealth creation
Preparing and presenting Statements of Advice, Records of Advice and other advice documents
Running regular client reviews and identifying opportunities to improve their position
Building long-term, trusted relationships with your clients
Working closely with our internal paraplanners and client service staff
Keeping your files, documentation and compliance to a high standard
Staying across legislative, regulatory and industry changes
Contributing to the culture and growth of the team
About you
Currently authorised as a Financial Adviser and listed on the ASIC Financial Advisers Register, or able to become authorised
Meet the education standards under the professional standards framework and have passed the Financial Adviser Exam
Up to date with your CPD requirements
At least 3 years' experience providing holistic advice in an Australian financial planning practice
Experience using advice software, Microsoft Office and CRM platforms
Strong communication and relationship skills, and comfortable managing your own client base
Organised, detail-focused and committed to doing things properly
You enjoy working with people and want to build lasting relationships with your clients
#J-*****-Ljbffr

📌 Financial Planner (Traralgon)
🏢 RGM Financial Planners
📍 Traralgon