Financial Adviser

Count Group; Newcastle; On-site; AUD 70,000 - 110,000; Full time

Job summary

Count Wealth in Charlestown is seeking an experienced Financial Adviser to own an established client portfolio and actively grow the practice, delivering holistic advice across wealth creation, retirement planning, investments and insurance. You will advise, monitor and refine strategies to meet client goals.

You will collaborate with paraplanners and support teams, maintain compliant records, and represent the firm at client events and industry functions, building long-term relationships

Qualifications

• Proven experience as a Financial Adviser with client relationships.
• Strong knowledge across superannuation, investment, retirement and insurance.
• FASEA/ASIC compliant qualifications to provide financial advice.
• Excellent communication and collaborative mindset with paraplanners.

Responsibilities

• Manage and grow an existing client base through tailored advice.
• Lead discovery meetings, annual reviews and strategy sessions.
• Draft Statements of Advice (SOAs) and Records of Advice (ROAs).
• Keep clients informed on regulatory changes affecting them.
• Represent the firm at industry events and client functions.

Skills

Client relationship management

Financial advisory expertise

Communication skills

Business development

Education

Financial planning qualifications (FASEA/ASIC compliant)

Job description

About the Role

Count Wealth are looking for an experienced Financial Adviser to join our team in our Charlestown office and take ownership of an established client portfolio while playing an active role in growing our practice. This is an opportunity to work with a firm that's genuinely committed to client outcomes, professional excellence, and long-term relationships.

As our new adviser, you'll provide holistic, strategic financial advice across wealth creation, retirement planning, superannuation, investments, personal insurance and estate planning. You'll be the trusted point of contact for your clients, helping them navigate life's financial decisions with clarity and confidence.

What You'll Do

Client Relationships

• Manage an existing client base and grow this portfolio further through personalised, high-quality advice
• Lead discovery meetings, annual reviews and strategy sessions
• Design tailored financial strategies aligned to each client's goals and risk profile
• Keep portfolios on track through proactive monitoring and review

Advice & Strategy

• Prepare and deliver compliant, commercially sound financial advice
• Draft Statements of Advice (SOAs), Records of Advice (ROAs) and review documentation
• Keep clients informed on legislative, taxation and regulatory changes that affect them

Business Growth

• Build your pipeline through referrals, networking and professional relationships
• Strengthen ties with accountants, solicitors and other referral partners
• Represent the firm at industry events and client functions

Compliance & Professionalism

• Ensure every piece of advice meets ASIC requirements and licensee obligations
• Maintain meticulous, compliant records
• Uphold the highest standards of integrity and confidentiality

What We're Looking For

• Proven experience as a Financial Adviser, with a track record of managing client relationships and delivering strategic advice
• Strong technical knowledge across superannuation, investment, retirement and insurance strategies
• Relevant qualifications and good standing to provide financial advice (FASEA/ASIC compliant)
• Excellent communication skills and a genuine commitment to client outcomes
• A collaborative mindset you thrive working alongside paraplanners and support teams
• Business development drive, with the confidence to build and nurture referral relationships

Why Join Us

• Work with an established client base from day one
• Be part of a supportive team culture with strong internal collaboration
• Genuine career growth in a firm focused on long-term success, not just short-term targets
• A workplace that values ethics, professionalism and doing right by clients