Holistic Financial Adviser - Super & Retirement Guidance

Profusion Group; Sydney; Hybrid; AUD 90,000 - 120,000; Full time

Benefits offered by this job

Competitive pay

Hybrid work

Development opportunities

Supportive team

Meaningful impact

Job summary

Profusion Group is seeking an experienced Comprehensive Adviser to join our growing advice team within a leading superannuation fund. You will provide holistic financial advice to members, covering wealth accumulation through to retirement, and build lasting relationships based on trust and outcomes.

This role involves delivering SOAs, staying compliant with regulatory standards, and collaborating with internal teams to enhance member outcomes.

Qualifications

• Experience delivering holistic financial advice to members.
• Knowledge of superannuation, retirement strategies, and investments.
• Experience preparing Statements of Advice (SOA).

Responsibilities

• Deliver comprehensive financial advice across superannuation and investments.
• Build relationships with members to tailor advice.
• Prepare SOAs and ensure compliance with standards.
• Conduct regular reviews to align strategies with needs.
• Collaborate with internal teams to improve outcomes.
• Stay up to date with regulatory changes.

Skills

Client-focused

Financial services knowledge

Regulatory compliance

Communication

Education

Financial planning qualifications

Authorised Representative status

Job description

Profusion Group is seeking an experienced Comprehensive Adviser to join our growing advice team within a leading superannuation fund. You will provide holistic financial advice to members, covering wealth accumulation through to retirement, and build lasting relationships based on trust and outcomes.

This role involves delivering SOAs, staying compliant with regulatory standards, and collaborating with internal teams to enhance member outcomes.