Financial Planner: Wealth, Tax & Estate Strategy (Newlands)

Financial Planner: Wealth, Tax & Estate Strategy (Newlands)

01 Nov
|
The Recruitment Council
|
Newlands

01 Nov

The Recruitment Council

Newlands

The Recruitment Council in Newlands, Australia, seeks a qualified Financial Planner to join a professional team at the Newlands office. You will meet clients virtually or in person, onboarding current clients and advising on investment portfolios, including offshore opportunities.

You will assist with tax planning, estate planning, and wills, prepare regular reviews, and maintain accurate client records while ensuring strict FICA compliance.

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📌 Financial Planner: Wealth, Tax & Estate Strategy (Newlands)
🏢 The Recruitment Council
📍 Newlands

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