Develop you career in a firm that gives you real exposure and personalised mentorship. This is your opportunity to join a highly respected, boutique private wealth firm working with a loyal base of HNW successful individuals, families and businesses.
Why This Is a Great Move
- Serious exposure : Work on strategies for HNW client portfolios, SMSFs, trusts, intergenerational planning and portfolio construction exposure.
- Structured mentorship : Learn directly from experienced financial advisers, investment professionals and a senior strategist.
- True team culture : 20+ years in the game, a team of 10, and barely any turnover. That tells you everything.
- Central CBD location : Professional office, supportive environment, and no “big firm” politics.
- Career clarity : Whether you want to grow into advice or be the technical strategist for the firm the opportunity exists.
You’ll be at the core of the advice team—learning the ropes, contributing to real outcomes, and sharpening your skills every day.
- Assist with research and analysis across all areas of tax structures, asset ownership with exposure to portfolio construction and management
- Model scenarios and stress test strategies, prepare SoAs, ROAs, and client materials
- Sit in on strategy sessions and learn how the advice really comes together
- Support compliance checks and documentation accuracy
- Engage with a close-knit, high-performing team who will support you all the way
You'll have finished your degree, already working in advice support and plan construction with a common thread of being driven to learn and your genuine interest in personal financial advice .
You’ll bring:
- A degree in Financial Planning, Economics, Commerce, or similar
- Curiosity, attention to detail, and the ability to pick things up quickly
- Current exposure to financial advice and plan construction
- Confidence with technology (XPLAN experience a bonus, but not essential)
- A team-first mindset and strong communication skills
This isn’t a place to “get your hours up.” It’s a place to grow, contribute, and be part of a team where you’re seen and valued. You’ll be mentored, not micromanaged.
Ready to move forward? Click APPLY or reach out to Ric Zanetti at ric.zanetti@profusiongroup.com for a confidential conversation.
