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 setting. Robust Excel skills and attention to detail are essential for success.
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📌 Financial Planning Associate Research & Soa Prep Canberra
🏢 FAAA
📍 Canberra