Holistic Financial Advisor: Retirement and Wealth Guidance

Profusion; Brisbane; Hybrid; AUD 110,000 - 160,000; Full time

Benefits offered by this job

Flexible work arrangement

Hybrid work model

Professional development opportunities

Supportive team environment

Job summary

Profusion in Australia is seeking an experienced Comprehensive Adviser to deliver holistic financial guidance to members across wealth, retirement, investments and insurance.

You will build strong relationships, tailor strategies to goals, conduct regular reviews and stay current with superannuation legislation. This role offers a competitive salary, flexible hybrid work, ongoing professional development and a collaborative team focused on improving members' financial wellbeing.

Qualifications

• Qualifications in financial planning or equivalent.
• Current Authorised Representative status (or ability to obtain).
• Strong knowledge of superannuation, retirement strategies and investments.
• Experience delivering holistic, client-centric financial advice.
• Excellent communication and interpersonal skills.

Responsibilities

• Deliver comprehensive financial advice covering superannuation and retirement planning.
• Develop and maintain relationships with members and tailor advice to goals.
• Conduct regular reviews to keep strategies aligned with changing needs.
• Stay updated on legislative and regulatory changes affecting advice and super.

Skills

Client-focused

Relationship management

Communication skills

Holistic financial advice

Regulatory awareness

Education

Qualifications in financial planning

Job description

Profusion in Australia is seeking an experienced Comprehensive Adviser to deliver holistic financial guidance to members across wealth, retirement, investments and insurance.

You will build strong relationships, tailor strategies to goals, conduct regular reviews and stay current with superannuation legislation. This role offers a competitive salary, flexible hybrid work, ongoing professional development and a collaborative team focused on improving members' financial wellbeing.