Financial Adviser Melbourne and Perth
About the role
We’re all about helping our members make the most of their money. And while they go after their goals, you can too. As a Financial Adviser, you’ll be guiding members through their super, investments, insurance, and more, including Defined Benefit accounts, with clarity and care. Your focus will be on helping people get the best out of their super while building strong, trusting relationships.
Dayto day
- Provide tailored financial advice across phone, video, and face-to-face channels.
- Recommend products and services that suit each member’s unique needs.
- Stay current with superannuation, tax, and financial planning developments.
- Keep accurate records and ensure all advice meets legal and compliance standards.
- Collaborate with a respectful, professional team that supports your growth.
This role is a permanent opportunity.
Location:
Sydney, Melbourne and Perth
You’re a qualified financial adviser who’s passionate about helping people make informed decisions. You bring professionalism, empathy, and a talent for simplifying complex financial concepts.
- You hold a relevant degree (Financial Planning, Business, Finance, Commerce, .
- You passed the Financial Adviser Exam and authorised to provide tax (financial) advice.
- You're listed on the ASIC Financial Advisers Register.
- You're experienced in face-to-face advice and preparing Statements of Advice.
- You're knowledgeable in Defined Benefit accounts and super strategies.
Our 2.4 million members trust us to take care of over $330 billion in retirement savings. And we help them take charge of their finances and face the future with confidence. Our inclusive culture means you’ll be valued and heard in a respectful workplace. We've created an environment where you can be yourself and do amazing work. It's that simple.
Apply online nowWe don’t want to leave you with a monstrous wait. So, you’ll hear from us after the closing date to find out whether you’ve made it through to the next round or not. Being fair and up-front is important to us – and recruitment is no different.
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