About the chance

TAE Private Wealth is seeking an experienced Financial Adviser to join our growing Tasmanian business.

The successful candidate can nominate either Launceston or Devonport as their primary office and will step into an established client portfolio, supported by experienced paraplanning, administration and compliance resources.

This is a full-time, permanent opportunity for an adviser with at least five years of experience who values long-term client relationships, high-quality strategic advice and the opportunity to contribute to a growing private wealth business.

Key responsibilities

- Manage and develop trusted relationships with new and existing clients
- Lead client discovery, strategy and ongoing review meetings
- Develop and present tailored financial strategies aligned with client goals and circumstances
- Provide advice across retirement planning, superannuation, investments, wealth accumulation and related strategic areas
- Explain complex financial strategies clearly and confidently
- Identify opportunities to improve client outcomes as circumstances evolve
- Work closely with advice, client service, paraplanning and compliance teams
- Prepare and maintain accurate, timely and compliant client records and key advice documentation
- Contribute to the continued growth of TAE Private Wealth in Tasmania

What we are looking for

- At least five years of experience providing financial advice
- Meets the education, professional and registration requirements applicable to providing personal financial advice in Australia
- Strong technical knowledge across retirement planning, superannuation,



investments and holistic wealth strategy
- Demonstrated capability managing client relationships independently
- Strong communication and relationship management skills
- High professional and compliance standards
- Demonstrated proficiency in XPLAN and the ability to use the platform confidently in day-to-day advice delivery
- Demonstrated ability to prepare accurate, high-quality key advice documentation
- A collaborative and client-first approach

What TAE Private Wealth offers

- Base salary of $150,000 to $165,000 + super, depending on experience
- Annual performance bonus
- Choice of Launceston or Devonport as your primary office
- Hybrid working, with approximately three office or client-facing days and up to two remote days per week once established
- An established client portfolio
- Experienced paraplanning, administration and compliance support
- The professional infrastructure of an established AFSL environment
- Meaningful strategic advice work and long-term client relationships
- The opportunity to contribute to the continued growth of a Tasmanian private wealth business

Considering a move to Tasmania?

Experienced interstate advisers are encouraged to apply.

Relocation assistance of up to $15,000 is available for the successful interstate candidate, subject to agreed terms. This may contribute towards costs such as removalists, flights, vehicle transport and temporary accommodation.

How to apply

Apply through SEEK with your CV. Suitable candidates may be contacted while the advertisement remains open, so early applications are encouraged.

📌 Financial Adviser (Launceston)
🏢 TAE Private Wealth
📍 Launceston