ABOUT JOB

We are seeking a Financial Adviser or Provisional Financial Adviser to join our growing Canberra-based team.

Whether you are early in your advice career and looking for mentoring and support, or an experienced adviser seeking a long-term opportunity with career growth and client ownership, we would love to hear from you.

The successful candidate will be introduced to an established portfolio of existing clients while also having the opportunity to grow their own client relationships over time.

You’ll be supported by an experienced team, strong referral relationships, modern technology and a collaborative culture that enables you to focus on delivering outstanding advice.

Key Responsibilities

• Build trusted relationships with clients and support them in achieving their financial goals
• Develop and implement tailored financial advice strategies
• Conduct client meetings, annual reviews and strategy discussions
• Prepare and present advice documentation, including Statements of Advice and Records of Advice

Provide advice across areas such as:

• Wealth creation and investment planning
• Superannuation and retirement planning
• Cashflow and debt management
• Estate planning considerations

• Work collaboratively with client service and adviser team members to deliver exceptional client outcomes
• Maintain high professional, ethical and compliance standards

About You

We are open to candidates at different stages of their advice career. You may be:

• A Provisional Financial Adviser completing or preparing to undertake your Professional Year
• An Associate Adviser looking to take the next step into an adviser role
• An Authorised Financial Adviser seeking a new opportunity within a growing practice

To be successful, you will ideally have:

• Qualifications aligned with current financial adviser education requirements
• Strong communication and relationship-building skills
• A genuine passion for helping clients achieve better financial outcomes
• Excellent organisational and time management abilities
• High attention to detail and professionalism
• A proactive approach to learning and professional development
• The ability to work collaboratively within a high-performing team environment

Are you interested in this position?

Apply by clicking on the “Apply Now” button below!

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