Key Responsibilities
- Deliver comprehensive financial advice covering superannuation, retirement planning, investments, insurance, and wealth strategies
- Build and maintain strong relationships with members, understanding their financial goals and tailoring advice accordingly
- Prepare SOAs and ensure all recommendations comply with regulatory and internal standards
- Conduct regular reviews to keep members’ strategies aligned with their evolving needs
- Collaborate with internal teams to enhance member outcomes and advice services
- Stay up to date with legislative and regulatory changes impacting financial advice and superannuation
- Relevant qualifications in financial planning
- Current Authorised Representative status (or ability to obtain)
- Strong knowledge of superannuation, retirement strategies, and investment products
- Proven experience delivering holistic, client-centric financial advice
- Excellent communication and interpersonal skills
- High attention to detail and commitment to compliance and ethical standards
- Competitive salary package plus performance incentives
- Flexible and hybrid working arrangements
- Ongoing professional development and career progression opportunities
- A supportive, collaborative team environment
- The opportunity to make a meaningful impact on members’ financial wellbeing
Click ‘APPLY’ or contact Shauna Callaghan at shauna.callaghan@profusiongroup.com .
We are committed to providing a supportive culture and positively contributing towards creating diverse and inclusive workplaces for our candidates & clients. We invite candidates of all ages, genders, sexual orientation, cultural backgrounds, people with disability, neurodiverse individuals, and Indigenous Australians to apply.
