You’re a para-planner with three or more years’ experience, looking for more from your chosen career. You want a country life but opportunity 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 n
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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 skilled 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 n
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- Swan Hill base and/or 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 n
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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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DESIRABLE n
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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 n
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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.