Financial Planner

Location: Burwood East, Victoria
Job Type: Permanent
Salary: Up to AU$110000.00 per annum
Contact: Adrian O'Donnell
Specialisation: Superannuation & Investments
Reference: 208041_1609983026

Responsibilities include but are not limited to:

  • Meeting clients, analysing their personal financial and lifestyle requirements, and developing high quality advice strategies with a focus on investment advice
  • Engage and maintain client connections with internal and external referral partners
  • Contribute towards process improvement within a business focused on servicing client needs with professionalism and in an ethical manner
  • Work with support team to ensure accurate implementation of advice strategies and to provide ongoing advice
  • Provide holistic advice to a range of clients from mum and dads to pre-retirement, retirement and HNW
  • Network and build strong referral partnerships with 3rd parties networks

Successful candidate will have the following:

  • Proven experience as a Financial Planner (3+ years)
  • FASEA approved qualifications
  • Degree qualification in Financial Planning, Business, Accounting or Commerce
  • Strong compliance record
  • Ability to work autonomously as well as with stakeholders to ensure quality advice is provided and implemented for new and existing clients
  • Strong 3rd party referral connections or ability to build networks
  • Excellent time management skills
  • Sound technical knowledge


To have a confidential conversation about this role or enquire more please contact Adrian O'Donnell on 0402 030 906 or email adrian.o'donnell@porterallen.com.au.