About the Role
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
- 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.
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.
