Join an Australian privately owned financial planning business, providing advice for 30 years in:
- Estate Planning
- Accounting and Taxation
We are a dynamic and growing organisation and require motivated team members to achieve our goals.
- Create Statements of Advice using information provided by client (personal data, financial information) and information provided by financial planner.
- Create Records of Advice from information collected during client annual review meetings
- Research financial products and insurance products
- Assist advisers to develop strategies to ensure clients goals are achieved
- Contact product providers to obtain client specific information
- At least 3 years relevant experience
- RG146 is desired but not required
- Xplan experience is desirable