Financial Adviser
Core
Manage and grow relationships with high-net-worth clients, delivering tailored investment, superannuation, and tax strategies including structuring, debt recycling, and trust distributions.
Role type
Financial Adviser (HNW/Wholesale)
Builds
Tailored investment and tax strategies for high-net-worth individuals and business owners
Domain
Wealth Management / Financial Planning
Deliverable
client delivery
Required skills
SMSF knowledge, trust and company structuring, debt recycling strategies, wholesale investment strategies, portfolio construction, compliance
Preferred skills
Experience with HNW, wholesale, or business-owner clients
Responsibilities
Manage and grow relationships with HNW clients, Develop advice across structuring, debt recycling, trust distributions, asset protection and wholesale tax and investment strategies, Advise on wholesale investment strategies and portfolio construction, Meet with existing clients, new business leads and referral partners, Prepare detailed, compliant advice with a strong focus on accuracy and client outcomes
Seniority
Junior to Mid-level (1–4 years experience)
