Holistic Financial Advisor, Hybrid & Growth

Profusion; Brisbane; Hybrid; AUD 100,000 - 140,000; Full time

Benefits offered by this job

Competitive salary package

Hybrid working arrangements

Ongoing professional development

Job summary

Profusion is seeking an experienced Comprehensive Adviser to join our growing advice team. You will provide holistic financial guidance to members, spanning wealth accumulation to retirement, while building lasting relationships and tailoring strategies to individual goals.

The role offers flexible, hybrid working arrangements, ongoing professional development, and clear career progression within a supportive, collaborative team environment.

Qualifications

• Relevant qualifications in financial planning.
• Current Authorised Representative status (or ability to obtain).
• Strong knowledge of superannuation, retirement strategies, and investment products.
• Excellent communication and interpersonal skills.

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
• Conduct regular reviews to keep members’ strategies aligned with their evolving needs
• Stay up to date with legislative and regulatory changes impacting financial advice and superannuation

Skills

Excellent communication

Education

Financial planning qualification

Authorised Representative status or ability to obtain

Job description

Profusion is seeking an experienced Comprehensive Adviser to join our growing advice team. You will provide holistic financial guidance to members, spanning wealth accumulation to retirement, while building lasting relationships and tailoring strategies to individual goals.

The role offers flexible, hybrid working arrangements, ongoing professional development, and clear career progression within a supportive, collaborative team environment.