Skills Required

• Degree in Accounting, Finance, or Financial Planning.
• Extensive experience in Superannuation, Investments, and Insurance advice (non-negotiable).
• Proficiency in Xplan, Xtools+, Risk Researcher, and Wealthsolver.
• Strong attention to detail with a disciplined and mature approach to work.
• Self-motivated with excellent time management skills.
• Outstanding interpersonal skills and a positive attitude.
• Ability to thrive in a fast-paced, growth-oriented environment.

This role requires prior expertise in Superannuation, Investments, and Insurance advice. If you’re ready for a challenging yet rewarding opportunity in a supportive team environment, apply now!