Considering your next Financial Adviser role? There may be another option.

If you're an experienced Financial Adviser considering your next career move, it may be worth considering whether your next step should be another employed adviser position—or an opportunity to establish and grow a financial advice practice of your own.

In a heightened regulatory environment, choosing the right licensee matters more than ever. My Plan Group offers experienced advisers the opportunity to build their own business with the governance, infrastructure and support of a well-established Australian Financial Services Licensee.

About the Prospect

My Plan Group Pty Ltd (AFSL 528220) partners with experienced Financial Advisers and advice practices seeking a transparent, well-governed licensee model with a clearly structured Corporate Authorised Representative agreement.

This opportunity does not constitute employment and is offered on a non-employment, contractual basis. It is suited to qualified Financial Advisers and practices operating—or transitioning into—their own business using a Corporate Authorised Representative structure.

This may suit qualified Financial Advisers who are:

- Considering their next career move and interested in practice ownership

- Transitioning from employment into their own advice business

- Looking to start a financial advice business

- Reviewing their current licensee arrangements

- Seeking market-competitive licensee fees and accountability

- Looking for a licensee aligned with best-interests obligations

- Already operating their own advice practice

What You’ll Do

Deliver advice supported by

- Research and technical support





- Defined best-interests processes

- Structured compliance oversight

- Retain ownership of your client relationships

- Operate and grow your own financial advice business

- Meet professional development standards with licensee support

Provide financial advice across
- Investments

- Risk Insurance

- Superannuation

- Retirement Planning

- Cash Flow and Budgeting

- Centrelink and Estate Planning

Technology, Scale and Commercial Benefits

As part of a broader licensee services network, all My Plan advisers benefit from scale-driven commercial arrangements that support both compliance and profitability, including:

- A competitive licensee fee model

- Centralised compliance systems and reporting

- Established Approved Product List and research frameworks

- Access to advice technology software under large group-level pricing

- Shared service infrastructure typically reserved for large dealer groups

These benefits allow Financial Advisers and practices to operate with the tools and cost efficiencies of a larger organisation without sacrificing independence.

Optional Lending Capability – Separate to Advice For advisers who are also qualified Mortgage Brokers, or who wish to add lending capability, access is available to an external lending-as-a-service provider.





- Lending activities conducted under an external Credit Licence

- Clear separation between advice and credit services

- Structured accreditation and compliance frameworks apply

What We’re Looking For

- Qualified Financial Advisers with 3+ years’ experience

- Existing advisory practices or advisers transitioning from employment

- Education standards met and adviser exam passed

- ASIC-authorised to provide general and/or personal advice

- Strong professional conduct and compliance history

- Australian work rights

Why Join My Plan Group?

- A governance-first licensee model

- Full onboarding and transition support

- Access to research and technical support

- Weekly revenue payments with transparent reporting

- Alignment with an external large licensee services network

- Competitive licensee fees compared with institutional licensees

- Access to group-level technology pricing, including IRESS / AdviserLogic

- Access to paraplanning, compliance, training and professional development

- Optional, clearly separated lending capability

Apply Now

This opportunity is intended for suitably qualified Financial Advisers and small to medium-sized advisory practices looking to join My Plan Group under a Corporate Authorised Representative and Sub-Authorised Representative framework on a non-employment basis.

If you’re an experienced Financial Adviser considering your next career move, we welcome a confidential conversation about whether establishing your own practice could be the right next step.

Apply via SEEK with your resume and a brief cover letter.

📌 Experienced Financial Adviser – Build Your Own Advice Practice (Sydney)
🏢 Plan Group
📍 Sydney