About Us:
We are a leading boutique financial advisory firm established in 1982 with our own AFSL that provides bespoke advice to a diverse client base.
Our focus is on delivering comprehensive, client-focused financial strategies that cover investment management, retirement planning, estate planning, and risk management.
In addition, we are a registered Tax Agent and operate our own investment Managed Account.
Our Vision:
We possess a clear vision for our future and a defined purpose for our existence.
We operate based on well-articulated core philosophies that propel us forward, with strong values deeply embedded in our culture.
Core Values: Client FocusedEnduring relationshipsIntegrityNew ThinkingTeam SpiritKey Responsibilities: Provide tailored financial advice to clients, covering areas such as wealth management, superannuation retirement planning, investment strategies, estate planning, and tax-effective strategies.Develop and manage client portfolios to ensure they align with clients' financial goals and risk tolerance.Build and maintain strong, long-term relationships with high-net-worth clients, offering them ongoing advice and support.Conduct in-depth client interviews to assess financial situations, needs, and objectives.Monitor market trends, financial products, and regulatory changes to provide up-to-date advice.Prepare detailed, compliant Statement of Advice (SOA) in line with Australian Financial Services License (AFSL) requirements.Collaborate with other professionals (accountants, legal advisers, estate planners) to ensure holistic advice.Attend networking and industry events to stay connected with the financial planning community and further develop your skills and knowledge.Key Attributes: Client-Centric Mindset: A strong commitment to putting clients first and developing strategies that meet their long-term financial goals.Technical Expertise: Extensive knowledge of superannuation, investment vehicles, retirement planning, and Australian tax laws.Strong Communication Skills: The ability to clearly explain complex financial concepts to clients in a way they can easily understand.Relationship Management: Proven experience in maintaining long-term, trusting relationships with high-net-worth clients.Regulatory Knowledge: A solid understanding of Australian financial regulations, including compliance with the Corporations Act, Financial Planners and Advisers Code of Ethics, and adherence to AFSL standards.Analytical Skills: Strong ability to analyze financial markets and economic conditions to formulate and adapt strategies.Professional Designations: Qualifications such as CFP (Certified Financial Planner), FPA (Financial Planning Association) membership, or similar designations highly regarded.Problem-Solving Skills: Ability to offer creative solutions to complex financial problems.Qualifications: A minimum of 5+ years' experience in financial planning or advisory roles in Australia.Tertiary qualifications in finance, economics, or a related field.Compliance with FASEA (Financial Adviser Standards and Ethics Authority) requirements.Advanced Diploma of Financial Planning or equivalent.CFP (Certified Financial Planner) certification or progress towards this is preferred.Strong knowledge of Australian taxation, superannuation, and estate planning.Ability to prepare compliant and strategic Statements of Advice (SOA).Experience working with high-net-worth individuals is highly desirable.What We Offer: Competitive salary package with performance incentives and bonuses.A supportive, client-first culture with a focus on professional development.Opportunity to work with a boutique team offering personalized client service.Ongoing education and industry training to support career growth.Are you up for the challenge?
Please apply now through Seek.
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