The Successful Financial Advisers

You will possess the following qualities, skills, knowledge, and experience:

• Own your own Financial Planning Practice and clients and can move licensees.
• Have Strong organisational skills with a growth mindset, want to grow your business, clients, and revenue.
• Existing ongoing revenue of $150,000 p.a and want to build it to over $400,000 p.a.
• Minimum 3-5 years’ Financial Planning experience providing quality advice.
• Broad financial advice knowledge. Eg Investments, Insurance, Centrelink and Retirement Planning.
• Client centric approach to advice
• Strong focus on compliance, clear understanding of legislative requirements and client’s best interests and share our firm’s values and mission.
• Have a strong compliance history and background in terms of audit results.
• FASEA compliant, and intention to complete the education requirements.
• Looking for an environment where you can collaborate with other advisers and gain administration, para planning, IT, marketing, and compliance support.
• Will follow our existing new business and ongoing service process to provide advice to new and existing clients.
• Experience in dealing with business referrers such as accountants, lawyers, and mortgage brokers.
• Familiarity with Adviserlogic software a plus but not essential
• A proactive, good communicator with an ability to prioritise and meet deadlines
• Comfortable working in a small office as part of a small, flexible team

Qualifications and Requirements

• Minimum Dip FP FS (Diploma Financial Planning Financial Services). Advanced Dip FP FS preferred.
• FASEA compliant – working towards or close to completing the FASEA exam.
• Working towards completing the Graduate Diploma Financial Planning minimum requirements for Financial Advisers by 2026
• Already ASIC Registered and FAR registered