We are seeking an experienced Australian Financial Planner to join our expanding team. This role presents an excellent opportunity for a professional with 25 years of relevant experience to contribute to a forward-thinking organisation operating in a dynamic and fast-paced environment.
Responsibilities
- Provide expert financial planning advice to clients, specifically for Australian financial regulations.
- Conduct comprehensive financial assessments and create personalized financial plans.
- Advise clients on superannuation, taxation, investments, and risk management strategies.
- Keep up-to-date with Australian tax laws and financial regulations to ensure clients remain compliant.
- Build and maintain long-term relationships with clients and key stakeholders.
- Collaborate with internal teams to ensure holistic financial advice and services.
Qualifications
- Bachelor's degree in Finance, Accounting, or related field.
- 2-5 years of relevant experience in financial planning, with knowledge of Australian financial regulations.
- Strong communication and interpersonal skills.
- High attention to detail and ability to work independently.
