Job Description

Looking to accelerate your career in a role packed with growth opportunities?

We’re seeking an experienced and motivated Senior Financial Adviser to join our team, supporting clients across the South region. While the role is ideally based in the Geelong, Colac, or Surf Coast areas, we offer flexibility on location, noting travel throughout the region will be required.


If you’re a commercially savvy professional who thrives in a fast-paced environment and loves tackling challenges, this could be the perfect next step for you!

What will your typical week look like?

  • Collaborate and communicate with clients to understand their financial objectives
  • Provide strategic financial planning and investment advice 
  • Achieve annual growth and revenue targets 
  • Develop relationships and prospect new opportunities through your strong business development expertise 
  • Service, retain, and deliver solutions to meet client ...

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