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workplace financial adviser in Melbourne CBD

Melbourne CBD, Victoria
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job description


Our client is a leading financial planning firm with a great reputation. The Melbourne team is lead by some of the industries most accomplished people leaders and fosters a hard working and supportive environment. The business provides a comprehensive suite of personal financial advisory services and products across a range of channels. Located in Melbourne CBD you would be part of a strong team culture with clear career pathways.


This is a Workplace Financial Adviser role that requires at least 1-2 years experience providing general and or personal advice. presentation or client service experience will be looked upon favourably

At a minimum you will be RG 146 compliant and have completed the Advanced Diploma of Financial Planning. Ideally, you will also hold a relevant degree and be CFP or completing your CFP studies. The right person will be remunerated with a competitive package.

This is a fantastic opportunity for a financial planning professional with a good knowledge base in insurance, super and investments, who are keen to further their career within a reputable organisation who truly values strong work ethics.


To apply online, please click on the appropriate link. Alternatively, for a confidential discussion, please contact Frank Walsh on 03 8319 1146

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