Associate Financial Planner – Wealth Strategy & Growth Canberra (Australia)

Associate Financial Planner – Wealth Strategy & Growth Canberra (Australia)

29 Sep
|
Bentley Recruitment
|
Australia

29 Sep

Bentley Recruitment

Australia

Bentley Recruitment is seeking a skilled financial planning skilled to join a close-knit team in Canberra. You will support advisers with quality advice preparation, research and technical analysis across superannuation, investments, retirement planning, insurance and wealth creation.

Responsibilities include analysing client data, developing tailored strategies, preparing SOA/ROA documents, building financial projections and liaising with clients and advisers.
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📌 Associate Financial Planner – Wealth Strategy & Growth Canberra (Australia)
🏢 Bentley Recruitment
📍 Australia

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