Wealth Peak is a specialist financial advice practice in North Sydney, a few minutes' walk from the station.
We work with a diverse range of clients, including business owners, professionals with complex financial needs, and retirees, supported by a robust network of referral partners.
We're in a growth phase and looking for an experienced adviser to grow with us.The OpportunityThis is a wealth-only Adviser role with no risk advice.
You'll work alongside our Senior Financial Adviser to manage an established client base, and you'll have the opportunity manage your own clients.
Your clients will include accumulators, pre-retirees and retirees, and you'll join an ambitious, growing team that invests in professional development.The RoleDeliver high-quality strategic advice and ongoing service to new and existing clientsDevelop and present advice strategies across superannuation, including SMSFs, retirement planning, investment, including borrowing to invest strategies,



cashflow and debt managementBuild strong relationships with clients, referral partners and colleaguesAttend client meetings, networking events and our offices across NSW approx.
2 days per monthContribute ideas to the growth of the businessAbout YouAt least 2 years' experience as a financial adviser in wealth managementRegistered with ASIC as a relevant provider, with a clean record on the Financial Advisers RegisterMeet all education and professional standards, including an approved qualification, the Financial Adviser Exam and current CPDStrong client relationship skills and professional presenceA proactive mindset and the drive to be part of a growing teamWhat We OfferA very competitive salary packageA supportive, collaborative team environmentSupport for ongoing professional development and further studyAn office-based role in North Sydney, close to the station
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📌 Financial Adviser (New South Wales)
🏢 Wealth Peak Financial Advice
📍 New South Wales