Outstanding Clients, Engaging Strategy Work & Genuine Work/Life Balance

Bundaberg, QLD | Full time or Part-Time | Generous Remuneration Bonus Potential

You love being a Financial Adviser. You know your stuff, you genuinely care about your clients, and you want to work alongside people who feel the same way.

At Nicholls Wealth Solutions, our purpose is simple: to help clients dream, plan and live their best financial life. We believe money matters because of the choices, experiences and memories it makes possible.

Maybe your current role isn't ticking all the boxes anymore. Perhaps you're looking for more autonomy, greater flexibility, more compelling strategy work, or simply a team where doing the right thing by clients matters more than making a sale.

If that sounds familiar, we'd love you to keep reading.

A Little About Us and the Opportunity

We're a family-oriented Financial Planning practice based in Bundaberg, and we're looking for an experienced Financial Adviser who shares our values and wants to be part of our future.

We're all about strategy.

We don't operate our own managed accounts or investment committee. Instead, we focus on what we believe makes great financial advice: understanding the bigger picture, developing thoughtful strategies and helping clients make confident financial decisions.

If you enjoy getting into the detail, solving complex problems and working out how all the pieces of a client's financial life fit together, you'll feel right at home.

You'll take responsibility for an established portfolio of clients, including some transitioning from our Practice Principal, Naomi Nicholls, while also welcoming new clients to the practice.

Naomi will work closely with you throughout your first year to ensure a smooth transition, introduce you to clients and share the knowledge that comes from long-standing relationships. As those relationships develop, you'll take the lead on meetings, advice strategies and ongoing client management.

Our clients are predominantly high-income professionals, pre-retirees and retirees who want to make the most of their money. Many have been with us for more than 20 years, and regularly introduce their family, friends and colleagues.

We know our clients well, and they know us. Those relationships are something we're incredibly proud of.

And importantly, we understand there's more to life than work.

If you're looking for part-time hours, additional time off throughout the year or a little more flexibility to enjoy life outside the office, we're open to having that conversation.

What's in It for You?

We know that finding the right workplace is about much more than a salary. Here's what you can expect:-

- Generous remuneration and bonus potential. A competitive package that recognises your experience and contribution, with access to our team bonus structure linked to revenue growth and individual minimum performance targets.

- A potential pathway to ownership. For the right person, there may be an prospect to become a shareholder in the future. It's not a promise, but we're genuinely interested in finding someone who wants to grow with the business over the long term.

- Interesting, meaningful strategy work. The opportunity to develop comprehensive financial strategies rather than simply manage investments or follow a prescribed advice model.

- Established clients and genuine relationships. You'll inherit relationships built on trust over many years, with support from Naomi to help make the transition successful.

- A genuine voice in the business. We're open about our business plan, performance and direction. Your ideas, experience and opinions will be welcomed, and you'll have the opportunity to influence how we do things.





- Flexibility that actually means something. Full-time or part-time arrangements are welcome, and we're open to discussing additional leave and hours that suit your lifestyle. You'll need to be available to work from our Bundaberg office three to four days per week.

- A supportive team that values you. We work hard, help each other out, celebrate our successes and understand the importance of having a life outside the office.

- A workplace where we enjoy each other's company. Monthly team lunches, quarterly social activities, Christmas celebrations and professional events are all part of our culture.

We want you to enjoy coming to work, feel proud of what you do and see a future here.

What Will You Be Doing?

You'll have the opportunity to take ownership of your client relationships and deliver advice that makes a genuine difference. Your responsibilities will include:-

- Managing your own client portfolio and leading initial, strategy and annual review meetings.

- Taking ownership of the advice process, from understanding a client's circumstances and developing strategies through to presenting recommendations, overseeing implementation and ongoing reviews.

- Developing comprehensive strategies across superannuation, investments, retirement planning, personal insurance, SMSFs, cashflow, tax-effective strategies, entities and structures, debt recycling, gearing and estate planning.

- Translating complex financial strategies into clear, practical recommendations that clients understand and feel confident acting upon.

- Working collaboratively with our paraplanning and client support team, reviewing Statements of Advice, Records of Advice and supporting documentation.

- Maintaining high standards of advice, compliance, documentation and client service.

- Collaborating with our accounting, legal and mortgage broking partners to bring together all aspects of a client's financial strategy.

- Building meaningful relationships with referral partners and prospective clients who are a good fit for our approach.

- Sharing your technical knowledge, contributing ideas and helping us continually improve the way we work.

You'll have the support of an established team, while enjoying the autonomy and responsibility that comes with managing your own clients.

What Will You Bring

We're looking for an experienced Financial Adviser who is technically capable, confident in their advice and comfortable taking responsibility for client relationships.

Ideally, you'll bring:

- Demonstrated experience providing personal financial advice and managing ongoing client relationships.

- Confidence in leading client meetings, asking thoughtful questions and communicating complex strategies in a way clients can easily understand.

- Strong technical knowledge across a broad range of financial planning strategies, with a genuine interest in researching options and finding the most appropriate solutions.

- The qualifications and professional standing required to practise as a Financial Adviser in Australia.

- A thorough and professional approach to compliance, documentation and following through on commitments.

- Strong communication, organisational and time management skills, with the ability to prioritise competing demands.

- A collaborative approach to working with paraplanners, client support staff and other professionals.





- Australian citizenship or permanent residency.

- Completion of the Certified Financial Planner (CFP) designation and/or a Master's degree in Financial Planning would be highly regarded. But qualifications alone won't determine whether you're the right fit.

Who Are You?

Experience and technical knowledge matter, but we're equally interested in the person behind the qualifications. See if this sounds like you:-

- You genuinely care about your clients. You enjoy getting to know people, understanding what matters to them and helping them feel confident about their financial future. You value long-term relationships over transactions.

- You enjoy solving problems. You love getting into the detail of financial strategies, considering different options and finding solutions that make sense for each client's circumstances.

- You take ownership and get things done. You follow through on commitments, take responsibility and aren't afraid to politely chase your boss, colleagues or clients when something needs to happen.

- You're confident enough to speak up and humble enough to listen. If you have an idea or think something could be improved, we want to hear it. Equally, you're open to other perspectives and enjoy learning from those around you.

- You're curious and open to change. You embrace technology, are interested in the opportunities AI presents and enjoy finding smarter ways to work without compromising quality or professionalism.

- You're a team player. You share your knowledge, support your colleagues and understand that a successful practice is built on everyone contributing.

- You value life outside the office. You're committed to doing a great job, but you also appreciate that family, friends, travel and personal interests matter. We don't believe you need to live at the office to be a great Financial Adviser.

Most importantly, you're looking for somewhere you can make a meaningful contribution, feel valued and hopefully stay for many years to come.

Sound Like Your Kind of Place? If you're looking for more than just another Financial Adviser role, this could be the opportunity you've been waiting for.

You'll have the chance to work with great clients, develop interesting financial strategies, contribute to the future of an established practice and be part of a team that genuinely values what you bring. We'd love to hear from you.

How to Apply

Still reading and thinking this sounds like your kind of place? We'd love to learn a little more about you.

Please submit your resume and a short cover letter. It doesn't need to be an essay, and we're not looking for a perfectly polished sales pitch. We'd simply like to understand your experience as a Financial Adviser, the types of clients and strategies you've worked with, and what you're hoping to find in your next role.

In your cover letter, please answer these three questions:-

- Why are you considering leaving your current role? What's prompting you to explore something different?

- What would make you want to stay in your next role for the long term? What matters most to you in a workplace and your career?

- What would your ideal working arrangements look like? Are you seeking full-time or part-time hours? If part-time, we'd love to understand what you're looking for and confirm that you're available to work from our Bundaberg office three to four days per week.

Please note, this position will require a Police Check. This advert will close, Thursday 10th December 2026 at 12 noon, however shortlisting will commence immediately.

We appreciate the time and thought that goes into applying for a new role. Thank you for considering Nicholls Wealth Solutions. We're genuinely looking forward to getting to know you.

📌 Financial Adviser (Bundaberg West)
🏢 Nicholls Wealth Solutions
📍 Bundaberg West