Financial Planning Associate - Research & Soa Prep (Canberra)

Financial Planning Associate - Research & Soa Prep (Canberra)

27 Sep
|
FAAA
|
Canberra

27 Sep

FAAA

Canberra

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

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

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