Skills Required

• University degree in Accounting/Finance/Financial Planning.
• Demonstrated experience in Superannuation, Investments, and Insurance advice.
• Proficiency in Xplan, Xtools+, Risk Researcher, and Wealthsolver.
• A mature, disciplined approach to work with exceptional attention to detail.
• Self-motivated with excellent time management skills.
• Outstanding interpersonal skills and a positive attitude.
• Ability to thrive in a fast-paced, growth-oriented environment.
• As a non-negotiable, candidates must possess substantial experience in Superannuation, Investments, and Insurance advice.
• While we value training and development, this role requires prior expertise in these areas.

If you’re ready to take on a challenging yet rewarding role within a supportive team environment, apply now!