Job Description
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You're a para-planner with three or more years' experience, looking for more from your chosen career. You want a country life but chance to rival the best in the business. You're not satisfied with being a 'para'. You want the real deal and to make big differences to the lives of clients from farming families to sophisticated investors.
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US
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Dodgshun Medlin guides the rural enterprise and wealth strategies of farming and related industries throughout a broad sweep of regional Australia. We provide depth in all the professional services specialties – accountancy, tax, business improvement and support, finance, risk, wealth improvement and more – underpinned by an outstanding team of in-house agronomists. Our wealth people work within multidisciplined teams and are supported by all the data and advice they need to achieve outstanding outcomes.
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ROLE
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Swan Hill base. Collins Street suite
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Strong appeal to those with country roots or affinity with the land
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Research, modelling, documentation and preparation of applications
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Coordination, communication,



attention to compliance and record keeping
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Client facing; relationship building
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Opportunity to grow via educational and mentoring support
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No selling required. Growth is organic through agronomy and accounting divisions
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Diverse, inclusive, supportive workplace
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Ethical business with commitment to sustainability and community engagement
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NECESSARY
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FASEA accredited or nearing qualification. 3+ years' experience
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Working knowledge of platforms, investment instruments, superannuation and insurance
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Willingness to base in Swan Hill
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DESIRABLE
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Experience/interest
in working with primary producers and regional businesses
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SMSF and gearing accreditation
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Direct equity, aged care, Centrelink and X-PLAN experience
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APPLY
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Are you an accountant looking to explore a career in Financial Planning? Check out
accounting.ag
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APPLY HERE, OR CALL FOR A CONFIDENTIAL DISCUSSION.

📌 Paraplanner / Associate Planner - Ag Focus (Swan Hill)
🏢 Dodgshun Medlin
📍 Swan Hill