Are you an experienced and client-focused Comprehensive Adviser?
This is an opportunity to join a growing advice team within a leading superannuation fund. In this role, you will provide holistic financial advice to members, helping them navigate all stages of their financial journey, from wealth accumulation through to retirement.
Key Responsibilities
Deliver comprehensive financial advice covering superannuation, retirement planning, investments, insurance, and wealth strategies
Build and maintain robust relationships with members, understanding their financial goals and tailoring advice accordingly
Conduct regular reviews to keep members’ strategies aligned with their evolving needs
Stay up to date with legislative and regulatory changes impacting financial advice and superannuation
About You
Relevant qualifications in financial planning
Current Authorised Representative status (or ability to obtain)
Strong knowledge of superannuation, retirement strategies, and investment products
Proven experience delivering holistic, client-centric financial advice
Excellent communication and interpersonal skills
What's On Offer
Competitive salary package plus performance incentives
Flexible and hybrid working arrangements
Ongoing career development and career progression opportunities
A supportive, collaborative team environment
The prospect to make a meaningful impact on members’ financial wellbeing
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