Senior Financial Planner - Hybrid Growth & Client Impact (New South Wales)

Senior Financial Planner - Hybrid Growth & Client Impact (New South Wales)

29 Sep
|
Big River Resources
|
New South Wales

29 Sep

Big River Resources

New South Wales

Job Description

Mature Advice Practice in Newcastle seeks a Senior Financial Planner to provide high-level advice to an existing client list and to onboard current clients via partner relationships.

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You will deliver specialist services in SMSF and Business Succession Planning, develop financial strategies for various client segments, and work with accountants to grow the business while maintaining compliance and exceptional service.

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📌 Senior Financial Planner - Hybrid Growth & Client Impact (New South Wales)
🏢 Big River Resources
📍 New South Wales

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