senior financial adviser - commercial (bankstown/liverpool) in Sydney

Sydney, New South Wales
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job description

This well-established firm is one of the premier financial services organisations in Australia. It is known for providing fantastic career growth opportunities and the best training in the advice industry. Their team is made up of passionate and hardworking individuals who are committed to providing holistic advice to their customer base. Due to their 2017 growth plan, they are looking for a Senior Financial Planner to join their successful Commercial team.

This role with give you the opportunity to utilise your strong financial planning experience to provide outstanding financial advice to a wide and diverse range of clients, from high net worth to businesses. You will be a leader and mentor for less experienced planners. You will also have full paraplanning and administrative support.

Here are the different locations available:

  • CBD/Eastern Suburbs
  • Blacktown
  • Norwest
  • Newcastle
  • Canberra
  • Wagga Wagga

You will need to be DFP and ADFP compliant. You will have a minimum of 3 years experience in a financial planning role. Margin lending and SMSF qualifications and experience is preferred. The right person will be rewarded with an excellent salary package and will enjoy a professional, collaborative, and friendly environment.

To apply online, please click on the appropriate link. Alternatively, please contact Jeremy O’Connor at or call (02) 8298 3808

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