Senior Financial Adviser | Wealth Partner – Equity Opportunity

Senior Financial Adviser | Wealth Partner – Equity Opportunity Cooee Wealth Partners | Remote, work from anywhere Established Client Base | Multiple Growth Channels | Pathway to 49% Equity Build a business, not just a client portfolio. Are you an experienced Financial Adviser with the ambition to build and own a successful wealth advice business? Perhaps you've been promised equity or partnership in the past, only to find that the opportunity never materialised. Or perhaps you've reached the point where your ability to grow is being constrained by the business around you. At Cooee Wealth Partners, we're offering something different. An opportunity to take responsibility for an established client portfolio, grow a wealth advice business with the backing of an integrated financial services group, and earn the option to purchase up to

49% equity

when the business achieves $1 million in annual recurring revenue. This is not a role where you need to start from scratch. And it's not a position where you're expected to spend your days prospecting for clients without support. We're looking for a commercially minded adviser who genuinely enjoys developing client relationships, delivering quality financial advice and building a substantial business. The opportunity

As a Wealth Partner, you'll take responsibility for growing and servicing an established client portfolio within Cooee Wealth Partners. You’ll have access to multiple sources of current clients, including: Existing clients

– an established portfolio providing an immediate foundation of ongoing relationships and recurring revenue.

Cooee Group referrals

– opportunities generated through our Accounting, Mortgages and Property businesses.

Strategic Partners

– our growing network of external accountants, mortgage brokers and professional referral partners.

Client referrals

– opportunities created through exceptional advice and long-term relationships.

Your professional network

– the freedom and support to develop your own referral relationships and market presence.

Our objective is straightforward:



provide you with the clients, infrastructure and commercial opportunity to build a substantial, profitable wealth advice business. A genuine pathway to ownership

We believe the people responsible for building a business should have the opportunity to own a meaningful share of it. Our Wealth Partner model provides a defined commercial milestone: Grow the business to $1 million in annual recurring revenue and trigger the option to purchase up to 49% equity , subject to agreed commercial terms and formal documentation. You’ll have the opportunity to participate in the long-term value you help create, rather than simply receiving a salary and annual bonus. We're looking for someone who thinks like a business owner and wants to be rewarded accordingly. What you'll be doing

Your focus will be on two things:

growing the business and building lasting client relationships. You'll: Develop and maintain trusted, long-term relationships with clients.

Deliver high-quality, strategic financial advice tailored to each client's circumstances.

Convert qualified opportunities into ongoing advice relationships.

Proactively identify opportunities within the existing client portfolio.

Build strong referral relationships across Cooee Group and our Strategic Partner network.

Drive recurring revenue growth, client retention and referral generation.

Work with our support and compliance resources to deliver an efficient, professional client experience.

Take commercial ownership of your business's growth, performance and client outcomes.

This is a client-facing, revenue-generating leadership role, not a back-office financial planning position. Who we're looking for

You'll be an experienced Financial Adviser with a proven ability to develop new business while maintaining strong,



trusted client relationships. Ideally, you'll bring: Current eligibility to provide personal financial advice in Australia, including appropriate registration and qualifications.

Demonstrated success in acquiring, retaining and growing advice clients.

Strong relationship management, communication and commercial skills.

The confidence to engage with professionals, business owners and high-income clients.

A proactive approach to referrals, networking and business development.

A commitment to high-quality advice, compliance and client outcomes.

An entrepreneurial mindset and genuine ambition to build equity in a business.

You don't need to bring an existing client book.

What matters more is your ability to grow one. Why Cooee Wealth Partners?

Cooee is an integrated financial services and property group with businesses spanning Wealth, Accounting, Mortgages and Property. Our model is built around creating long-term client relationships and delivering coordinated solutions across multiple financial needs. For the right Wealth Partner, that means: An established client base and recurring revenue from commencement.

Multiple internal and external client acquisition channels.

A broader financial services ecosystem to support client relationships.

Access to established operational and compliance infrastructure.

The opportunity to develop your own specialist market and referral network.

A clear commercial growth target and pathway to meaningful equity ownership.

The opportunity to build a business with substantial long-term value.

Ready to build something you can own?

If you're a successful Financial Adviser who wants more than another job, we'd like to hear from you. We're interested in your commercial ambition, your ability to build relationships and what you believe you could achieve with the right platform behind you. Equity participation is an option to purchase, not an automatic equity grant, and is subject to achievement of the agreed revenue milestone, eligibility requirements, valuation and definitive legal agreements.

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📌 Senior Financial Adviser | Wealth Partner – Equity Opportunity (Brisbane)
🏢 Cooee Wealth Partners
📍 Brisbane