Financial Adviser | Wealth Management and Financial Planning

Are you an experienced financial adviser who values long-term client relationships? Join an established and growing Southport advice firm, where experienced client service and investment support staff free you up to focus on delivering high-quality strategic advice.

About us

We are a growing financial services firm in Southport, providing holistic advice with a strong focus on advice quality, compliance and client service. Our advice spans:

- Superannuation (personal and corporate), SMSF, retirement and pension strategies

- Managed portfolios, Managed Discretionary Accounts (MDAs) and investor-directed services

- Life and risk insurance

- Securities, cash and deposit products

The role In this fast-paced role, you will manage client relationships and deliver compliant, tailored advice, working alongside our client services officers, paraplanners and investment support team. You will:

- Provide strategic advice across superannuation, investments, retirement and insurance

- Run client meetings, reviews and ongoing service engagements

- Prepare or assist with SOAs, ROAs and client consents

- Maintain accurate file notes, client records and compliance documentation

- Help improve our processes and client experience as the business grows

About you

Essential

- Experience as a financial adviser in an Australian financial services environment

- Strong knowledge of investments, superannuation and retirement strategies





- Excellent communication and relationship-building skills

- High standards of professionalism and compliance awareness
- The ability to thrive in a fast-paced workplace

Highly regarded

- Client onboarding experience

- SMSF strategy and retirement planning experience

- Experience with Xplan, AdviserLogic or a similar financial planning CRM
- A strong understanding of advice documentation and compliance requirements

Why join us

- A growing firm in an expansion phase, with an expanding client base

- Experienced client service, paraplanning and investment support behind you

- Broad exposure across superannuation, insurance, investments and retirement
- A stable, long-term career in a professional advice practice

How to apply

Please include a short paragraph in your application covering:

- 1. Your qualification in financial planning (or a related discipline) and your experience providing advice within an Australian advice firm

- 2. The CRM or advice software you have used (e.g. Xplan, AdviserLogic, Salesforce)

- 3. How long you have been in your current or most recent role

Applications that do not address these points may not be considered.
- Your qualification in financial planning (or a related discipline) and your experience providing advice within an Australian advice firm
- The CRM or advice software you have used (e.g. Xplan, AdviserLogic, Salesforce)
- How long you have been in your current or most recent role

Applications that do not address these points may not be considered.

📌 Financial Adviser | Wealth Management and Financial Planning (Southport)
🏢 Summit Financial Group
📍 Southport