Ready to become a Financial Advisor?
Skilled Year opportunityYou've built the foundations.
Now it's time to build the career.Perhaps you're currently working as a Client Services Officer, Associate Adviser or Paraplanner and are wondering what the next step looks like.You enjoy financial planning, want to work directly with clients, and ultimately see yourself as a Financial Adviser.
The challenge is finding a business genuinely committed to helping you get there.At Daley Financial Planning, we're looking for someone who wants more than another back office role.
We are seeking a future adviser who is ready to develop their technical knowledge, build client relationships and progress toward completing their Professional Year within a supportive and experienced advice team.What You'll GainStructured pathway toward becoming a Financial AdviserMentoring from experienced advisersExposure to client meetings and advice strategy discussionsHands‐on experience across superannuation, retirement planning, investments,



wealth protection and estate planningOpportunity to complete your Professional Year within an established advice practiceLarge and diverse client base providing exposure to complex advice mattersOngoing professional development and technical trainingSupportive team culture where development is genuinely encouragedWhat You'll Be DoingWorking alongside advisers to deliver exceptional client outcomesPreparing and coordinating both prospect and client review meetingsAssisting with implementation of advice recommendationsSupporting advice document preparation and strategy researchManaging client communications and follow‐up activitiesLiaising with product providers and external professionalsMaintaining client records and compliance requirementsAttending client meetings and developing your advice capability over timeWe'd Love To Hear From You If You:Have experience working in a financial planning practiceCurrently work as a CSO, Associate Adviser or ParaplannerHave completed or are completing an approved financial planning qualificationIntend to undertake or commence your Professional YearAre passionate about helping clients achieve great financial outcomesHave excellent communication and relationship‐building skillsAre organised, proactive and willing to take ownershipWant a genuine long-term career in financial adviceAt Daley Financial Planning, we're passionate about developing great advisers, not simply hiring them.
If you've reached the point where you're ready to stop supporting the advice process and start building a career delivering advice yourself, we'd love to hear from you.
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📌 Ready To Become A Financial Advisor? Professional Year Opportunity (Wollongong)
🏢 Daley
📍 Wollongong