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Customer Success Manager

Advice Revolution

We started Advice Revolution to make financial advice simple again.

Frustrated with old-school fact find solutions and inefficient processes, we have built our own proprietary technology to streamline the back office of financial advice businesses while also making life easier for their clients.

We’ve spent the last few years building and refining a digital fact finding solution for financial advisers to use with their clients. Since launching publically in 2021, our initial success has been significant but we’re only just getting started!

You’ll be an integral part of a fast-growing and innovative team with a wealth of opportunities at our door.

For more information about who we are and what we do, head to www.advicerevolution.com.au

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Associate Adviser – Opportunity to progress quickly from Associate to Financial Adviser

Consilium Wealth Management

At Consilium Wealth Management, we focus on protecting and growing clients’ wealth. We take a holistic approach to all our clients’ needs, building relationships while helping clients recognise and realise their financial goals and ambitions

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Senior Client Service Officer

Sherrin Partners

Sherrin Partners is a successful and reputable firm with over 40 employees, spanning across our offices in Brisbane, Maroochydore, and the Hunter Valley.

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Servicing adviser as part of succession plan

GrowUp Financial

GrowUp Financial has a proud 36 year history. We currently have five servicing advisers and a fantastic team of support staff. Three of the advisers are Snr and are preferring to spend the next 4 years transitioning their friend/clients into trusted hands to leave a legacy. We are in succession planning mode and partnership opportunities are real for Advisers that are a fit for the GrowUp culture.

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Associate Adviser to Australian Expats – Dubai, UAE

Atlas Wealth Management

Atlas Wealth Management is a leading provider of financial advice to a niche client base.

Operating for over 10 years with its own AFSL and a recipient of both national and international awards we are the recognised experts in providing financial advice to Australian expats.

With clients in over 40 countries around the world we pride ourselves on the specialised advice that we provide and the amazing clients that we get to work with.

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Senior Paraplanner

Alder & Partners

Alder & Partners Private Wealth Management is a boutique financial planning firm located in Dalkeith, Western Australia. Operating under our own AFSL, we specialise in direct investment and comprehensive financial planning strategies in managing superannuation and private portfolios for high net worth clients. Due to organic growth an opportunity is now available for a Senior Paraplanner to join us.

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Business development associate

Six Park Asset Management

About Us

Six Park is one of Australia’s leading digital investment advice services (“Robo-advice”) in the exciting and rapidly growing arena of financial technology (“FinTech”). Six Park provides a service that makes professional investment management accessible and affordable to the many people who need help. We do this directly with investors but increasingly via Advice providers who use Six Park in their Pre-advice solution due to the increased cost of onboarding clients with simple needs.

Our team (11) is passionate, diverse, energetic and committed to our shared vision to improve the financial wellness of all Australians. Our culture is of mutual respect, transparency, collaboration, integrity and making the complex more straightforward.

We’re agile and committed to flexible working arrangements, so we’re happy to support the right candidate with days that work best for you.

Advice providers encourage to apply.

Contact details: Ha-Dieu Ford hadieu@sixpark.com.au 0482 532 333

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Financial Advisor

Secured Wealth

We are a new generation, award winning Financial Planning firm looking for an advisor that shares our values of care, fun and honesty. We believe in long term relationships over sales targets.

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UNIQUE FINANCIAL ADVISER OPPORTUNITY (Northern Melbourne/Gisborne). We provide new clients. A back office support team. It will be a Joint Venture.

7Wealth

Gisborne based financial advice firm with a presence in Melbourne and Tasmania. See our website for detail – www.7Wealth.com.au.
Due to business growth we want to add another adviser, but don’t want to just employ someone – we want you to join in and own part of the business.

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Private Client Associate

BlueRock

BlueRock Private Wealth are specialists in creating wealth through their unique goal-based financial planning approach. Our team are responsible for finding solutions for all our clients seeking financial advice. From financial planning to investments to life insurance, BlueRock Private Wealth can help.

We work holistically to create an approach that suits every client’s strategy and personal situation, leaning on the skills and experience of the broader BlueRock community to add value and expertise.

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