About the Company

With offices in Bundaberg and Brisbane, our Client is a leading self-licensed financial advice firm that helps clients navigate financial decisions at different stages of life, with services that span superannuation, retirement planning, investments, wealth protection, self-managed superannuation, debt management and estate planning considerations.

The firm’s approach centres on understanding each client’s circumstances, developing tailored strategies and providing ongoing reviews as their needs evolve.

The Role
Oversee and build trusted relationships with an existing portfolio of pre-retiree Clients
Develop and present appropriate financial strategies in explicit, practical language
Guide clients through implementation and ongoing advice reviews
Maintain accurate client records and high standards of advice documentation and compliance
Work with colleagues and other skilled advisers to coordinate client outcomes




Identify opportunities to assist clients with changing or additional advice needs

About you

You are a thoughtful, professional Adviser who listens carefully, communicates clearly and follows through on commitments. You will be interested in dealing with pre-retiree Clients with wealth of $1million and above and have at least four years experience as an Adviser coupled with appropriate qualifications, skilled and regulatory requirements applicable to adviser status.

Benefits on offer

This role offers the chance to do meaningful work by helping people understand their options, navigate important decisions and move towards greater financial confidence.

On offer is the chance to earn $200,000 - $300,000 per annum inclusive of base salary, super and bonuses. A collaborative company culture, full administrative support and the opportunity to become a shareholder all await the successful Candidate.

📌 Financial Adviser Brisbane
🏢 Voyager Recruitment
📍 Brisbane