The Business

Our client is a privately-owned, national wealth management and advisory firm with a multi-decade track record advising high-net-worth individuals, business owners, and families across Australia. The Opportunity

The team is looking for an experienced Financial Adviser to join in their Brisbane CBD office. As part of a well-supported business, this Adviser will join a team of community-driven professionals with a client-first mindset. With an existing book of high-value, complex clients, the ideal Adviser will be confident in managing HNW relationships, with a long-term career ambition to succeed within the industry. The Role

Understanding clients’ immediate needs,



long term objectives and level of comfort with risk Conduct meetings/reviews with all clients and develop/adjust the overall investment strategy Provide quality and trusted financial advice Investigate alternative strategies and recommendations and continue to strengthen the relationship with the clients Ensuring accuracy and compliance of client files and advice documentation Assist providing guidance and technical direction to paraplanners and implementation staff About You

3 to 5 years of experience in Financial Advisory Experience working with HNW individuals an advantage. Be passionate about servicing clients and interested in an opportunity for the long term. ASIC approved qualifications. Strong compliance, technical knowledge around legislative and regulatory requirements to provide quality advice in the client’s best interest. Strong sense of professionalism and a client-centric approach. Highly motivated with an ability to generate referrals from existing client base. Organisational and prioritisation skills. Fast-paced, dynamic workplace.

📌 Financial Adviser (Brisbane)
🏢 Godfrey Group Recruitment
📍 Brisbane