Work on HNW strategies. Develop with senior strategists. A professional, collaborative firm.

Role due internal progression

Highly respected, boutique private wealth firm

Professional office and supportive workplace

Develop or continue you career in a firm that provides opportunity for growth. This is your opportunity to join a highly respected, boutique private wealth firm working with a loyal base of HNW successful individuals, families and businesses.

About the Role

- You’ll be at the core of the advice team— contributing to real outcomes and sharpening your skills every day.
- Assist with research and analysis across all areas of tax structures, asset ownership with exposure to portfolio construction and management
- Model scenarios and stress test strategies, prepare SoAs, RoAs, and client materials
- Sit in on strategy sessions and learn how the advice really comes together
- Engage with a close-knit, high-performing team who will support you all the way

What they're Looking For They are looking a person who "fit's the family photo", is aligned culturally. You have an interest in personal financial advice,



working in advice strategy and construction with a common thread of being driven to always develop.

You’ll bring:

Curiosity, attention to detail, and the ability to pick things up quickly

Current exposure to financial advice and plan construction

Confidence with financial advice technology (XPLAN experience a bonus, but not essential)

A team-first mindset and strong communication skills

Why This Is a Great Move

- Serious exposure: Work on strategies for HNW client portfolios, SMSFs, trusts, intergenerational planning and portfolio construction exposure.
- Structured mentorship: Learn directly from experienced financial advisers, investment professionals and senior strategists.
- True team culture: 20+ years in the game, a team of 20, and barely any turnover. That tells you everything.
- Central CBD location: Professional office, supportive environment, and no politics.
- Career clarity: Whether you want to grow into advice or be the technical strategist for the firm both opportunities exists.

Reach out for a confidential conversation.

📌 Paraplanner (Brisbane)
🏢 Profusion
📍 Brisbane