Job Description

About UsWe're a well-established Australian financial planning practice known for our integrity, client-first approach, and genuine team culture. We provide holistic financial advice across retirement planning, investments, superannuation, insurance, and wealth creation.Our clients value our professionalism, care, and commitment - and we're proud to have built lasting relationships based on trust and results. About the RoleAs a Senior Financial Adviser, you'll take the lead in managing and growing a portfolio of clients, providing tailored strategies that help them achieve their goals and financial security.This is a salaried position within our growing regional NSW practice. You'll be working alongside a dedicated team of accountants and advisers, providing holistic financial planning services and tailored advice. While we are inviting senior planners to apply recent graduates should also be encouraged to make enquiries. Key responsibilities include:Providing comprehensive financial a...

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