Financial Adviser | Wealth Management and Financial Planning 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 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 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

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