DescriptionSpecialist Financial Planner | Doctors WealthLocation: Herston (2km from Brisbane CBD)The Chance: A high-performing boutique practice seeking an ambitious Financial Planner to specialise in advice for doctors and their families.Why Join Us?
(Benefits & Culture)Clear Career Pathway: Direct mentoring from the Principal to transition you into a specialist role.Focus on Advice: Dedicated client service and paraplanning support so you can focus on strategy and relationships.Strategic Input: Ability to help shape the future of the practice and participate in business planning/coaching groups.Prime Location: Modern office near cafes and amenities, just minutes from the CBD.Supportive Culture: A collaborative, positive environment where your growth is a priority.The RoleStarting as an Associate Adviser, you will work closely with the Principal to master the unique financial landscape of medical professionals.Client Management: Manage a group of key clients with full support.Specialisation: Develop deep expertise in doctors' career trajectories, specialties, and financial challenges.Growth:



Actively retain and grow a client base of medical professionals.Compliance: Maintain high ethical standards and regulatory excellence.About YouYou are a dedicated professional ready to break through a "career ceiling" and take on a long-term, key role in a growing practice.Must-Haves:Experience: Minimum 1 year as a qualified, FASEA-compliant Financial Planner.Attributes: Proactive mindset, high attention to detail, and unquestionable integrity.Spirit: A genuine passion for helping clients and a thrive-in-a-team attitude.Nice-to-Haves:Intermediate XPlan skills.Experience in Personal Insurance (Life, TPD, Income Protection).
Cert IV in Finance/Mortgage Broking.Who We Are: Doctors Wealth PlanningSince ****, we have provided holistic, specialist wealth management to doctors across Australia.
Our mission is to handle the financial complexities so our clients can focus on their life-saving work.
We live by our values: Client First, Trust, Quality, and Continuous Improvement.If this sounds like you "Please Apply"

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