Financial Adviser - Brisbane
Core
Deliver tailored personal financial advice focused on superannuation, retirement, and complex Defined Benefit accounts to help members achieve their financial goals.
Role type
Senior Financial Adviser (Superannuation & Retirement)
Builds
Personal advice engagements, Statements of Advice, and member financial strategies
Domain
Financial Services / Superannuation / Retirement Planning
Deliverable
client delivery
Required skills
Superannuation strategy, retirement planning, Defined Benefit account management, tax planning, insurance strategies, estate planning, compliance with ASIC guidelines, Statement of Advice preparation, lead conversion, referral development
Preferred skills
Bachelor's degree in Financial Planning/Business/Finance, Financial Adviser Exam completion, ASIC register listing, extensive face-to-face advice experience, coaching and mentoring
Technologies
Financial planning software, compliance systems