Company Description Whitsunday Wealth is dedicated to helping individuals and families achieve financial freedom in a way that aligns with their personal goals and values. The team provides tailored financial advice and ongoing support to deliver peace of mind, clarity, and confidence about the future. Proudly based in the Whitsundays, the firm is committed to strengthening the prosperity of the local region and community.

Whitsunday

Wealth focuses on both immediate financial needs and long-term planning, partnering closely with clients at every stage of their financial journey.

Role Description This is a full-time, on-site Financial Advisor role based in Mackay, QLD.

The Financial

Advisor will meet with clients to understand their goals, assess their financial situation, and develop comprehensive strategies covering areas such as budgeting, investments, retirement, and risk management. The role includes preparing and presenting advice documents, reviewing existing plans, and implementing agreed recommendations in collaboration with product providers and internal support teams.

The Financial

Advisor will monitor client portfolios, provide regular reviews and updates, and ensure advice complies with regulatory requirements and internal standards. Daily responsibilities also involve maintaining accurate records in advice systems,



staying informed about market and regulatory changes, and contributing to a positive, client-focused team culture.

Qualifications

- Solid skills in Financial Planning and Financial Advisory, with experience developing tailored, goal-based advice for clients.
- Solid grounding in Finance and Investments, including understanding of risk profiles, portfolio construction, and product selection.
- Expertise in Retirement Planning, including superannuation strategies, income streams, and long-term wealth preservation.
- Relevant tertiary qualification in finance, commerce, economics, or a related field, and completion of required industry accreditation (e.g., ASIC RG146 or equivalent).
- Demonstrated ability to communicate complex financial concepts clearly, with strong interpersonal, presentation, and client relationship skills.
- High ethical standards, attention to detail, and commitment to regulatory compliance and best-interest duty.
- Capability to work independently and as part of a small team, with strong organizational skills and proficiency in financial planning software and Microsoft Office.
- Previous experience in financial advice or wealth management is highly regarded, particularly within regional or community-focused environments.

📌 Financial Advisor (Mackay)
🏢 Whitsunday Wealth
📍 Mackay