Financial Planner

About Us

We're a well-established Australian financial planning practice known for our integrity, client-first approach, and genuine team culture. We provide holistic financial advice across retirement planning, investments, superannuation, insurance, and wealth creation.

Our clients value our professionalism, care, and commitment — and we're proud to have built lasting relationships based on trust and results.

As a Senior Financial Adviser, you'll take the lead in managing and growing a portfolio of clients, providing tailored strategies that help them achieve their goals and financial security.

This is a salaried position within our growing regional NSW practice. You'll be working alongside a dedicated team of accountants and advisers, providing holistic financial planning services and tailored advice. While we are inviting senior planners to apply recent graduates should also be encouraged to make enquiries.

• Providing comprehensive financial advice across superannuation, retirement planning, investments, and risk management.
• Building and maintaining long-term client relationships.
• Working collaboratively with our support and paraplanning teams to deliver excellent client outcomes.
• Keeping up to date with industry changes and compliance requirements.
• Contributing to the continued growth and success of the practice.

You're a confident communicator and trusted professional who genuinely cares about your clients' success. You bring both technical skill and emotional intelligence to your work.

• Relevant qualifications (degree plus FASEA Approved or equivalent qualification).
• Prefer current registration as an Authorised Representative.
• Current Authorised Representative registration is Preferred.
• Proven experience as a Financial Adviser.
• Minimum 1-2 years of experience as a Financial Adviser is required.
• Tech Savvy and Familiar with X Plan.
• Strong interpersonal skills and a client-first mindset.
• A proactive, ethical, and collaborative approach.
• Australian work rights are required for this position.

• Supportive and friendly team culture.
• Access to referrals from existing clients and relationships with accountants.
• A supportive close-knit team of advisers and experienced support staff.
• A transparent, non-institutional licensee environment.
• Exposure to high-quality investment solutions and platforms.
• Career progression and potential equity opportunities as the business grows.
• Established client base with growth opportunities.
• Ongoing professional development and mentoring.
• Competitive salary.
• Flexible working arrangements available.
• If you are seeking a "tree change" Orange is close to Sydney, has a vibrant culture with excellent education and health facilities and provides an excellent lifestyle for professionals. This position is also available on a Part Time Basis to the right applicant.

Apply now with a resume and covering letter or contact us confidentially to discuss this opportunity further.

YBM

Recruitment Director Sharon Lord

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