Listed 4 weeks ago
Comprehensive Financial Adviser
Profusion Group
Apply
via profusiongroup.com
Superannuation
- Location
- Sydney, NSW
- Type
- Full-time
About the role
We are seeking an experienced and client-focused Comprehensive Adviser to join our growing advice team within a leading superannuation fund. In this role, you will provide holistic financial advice to members, helping them navigate all stages of their financial journey, from wealth accumulation through to retirement.
Key Responsibilities
Click ‘APPLY’ or contact Shauna Callaghan at shauna.callaghan@profusiongroup.com.
We are committed to providing a supportive culture and positively contributing towards creating diverse and inclusive workplaces for our candidates & clients. We invite candidates of all ages, genders, sexual orientation, cultural backgrounds, people with disability, neurodiverse individuals, and Indigenous Australians to apply.
Key Responsibilities
- Deliver comprehensive financial advice covering superannuation, retirement planning, investments, insurance, and wealth strategies
- Build and maintain strong relationships with members, understanding their financial goals and tailoring advice accordingly
- Prepare SOAs and ensure all recommendations comply with regulatory and internal standards
- Conduct regular reviews to keep members’ strategies aligned with their evolving needs
- Collaborate with internal teams to enhance member outcomes and advice services
- Stay up to date with legislative and regulatory changes impacting financial advice and superannuation
- Relevant qualifications in financial planning
- Current Authorised Representative status (or ability to obtain)
- Strong knowledge of superannuation, retirement strategies, and investment products
- Proven experience delivering holistic, client-centric financial advice
- Excellent communication and interpersonal skills
- High attention to detail and commitment to compliance and ethical standards
- Competitive salary package plus performance incentives
- Flexible and hybrid working arrangements
- Ongoing professional development and career progression opportunities
- A supportive, collaborative team environment
- The opportunity to make a meaningful impact on members’ financial wellbeing
Click ‘APPLY’ or contact Shauna Callaghan at shauna.callaghan@profusiongroup.com.
We are committed to providing a supportive culture and positively contributing towards creating diverse and inclusive workplaces for our candidates & clients. We invite candidates of all ages, genders, sexual orientation, cultural backgrounds, people with disability, neurodiverse individuals, and Indigenous Australians to apply.
Apply
via profusiongroup.com
