Senior Financial Planner: Inherit Established Portfolio (New South Wales)

Senior Financial Planner: Inherit Established Portfolio (New South Wales)

11 Oct
|
Berritta Consulting
|
New South Wales

11 Oct

Berritta Consulting

New South Wales

Berritta Consulting is seeking an experienced Financial Adviser to inherit an established client portfolio and continue delivering holistic financial advice.
You will manage ongoing client relationships and provide tailored guidance across wealth creation, superannuation, investments and retirement planning.Join a team with experienced paraplanning and administration support, enabling you to focus on strategy, client relationships and growing the advisory business over the long term.
#J-*****-Ljbffr

📌 Senior Financial Planner: Inherit Established Portfolio (New South Wales)
🏢 Berritta Consulting
📍 New South Wales

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