RGM Financial Planners Pty Ltd – Traralgon VICRGM Financial Planners is one of Gippsland's leading financial planning practices.
We've been looking after clients across the region for decades and we're still growing.
We're self-licensed, which gives our advisers real flexibility in the strategies they can put forward, and we sit within a broader accounting and financial services group, so there's plenty of opportunity to work alongside accountants and other specialists on client outcomes.We provide advice across retirement planning, superannuation, investments, personal insurance, estate planning, Centrelink, aged care and SMSFs.Due to continued growth, we're looking for an experienced Financial Planner to join our Traralgon office.What's on offerA market-competitive salary that reflects your experienceMonthly RDOs to help with work-life balanceAn established client base with strong referral opportunities from within the groupParaplanning, client service and administrative support so you can focus on adviceOngoing professional development, mentoring and career pathwayA friendly, social team cultureThe chance to work with experienced advisers and accountants in a well-established practiceWhat you'll be doingMeeting with clients to understand their circumstances, goals and what matters to themDeveloping and implementing personalised strategies across investments,



super, retirement, insurance, estate planning and wealth creationPreparing and presenting Statements of Advice, Records of Advice and other advice documentsRunning regular client reviews and identifying opportunities to improve their positionBuilding long-term, trusted relationships with your clientsWorking closely with our internal paraplanners and client service staffKeeping your files, documentation and compliance to a high standardStaying across legislative, regulatory and industry changesContributing to the culture and growth of the teamAbout youCurrently authorised as a Financial Adviser and listed on the ASIC Financial Advisers Register, or able to become authorisedMeet the education standards under the professional standards framework and have passed the Financial Adviser ExamUp to date with your CPD requirementsAt least 3 years' experience providing holistic advice in an Australian financial planning practiceExperience using advice software, Microsoft Office and CRM platformsStrong communication and relationship skills, and comfortable managing your own client baseOrganised, detail-focused and committed to doing things properlyYou enjoy working with people and want to build lasting relationships with your clients
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📌 Financial Planner (Traralgon)
🏢 RGM Financial Planners
📍 Traralgon