Intrafund Advisor: Member-Focused Financial Guidance

Equip Super Pty Ltd; Traralgon; Hybrid; AUD 90,000 - 120,000; Full time

Job summary

Equip Super Pty Ltd is seeking an Intrafund Consultant to deliver high-quality intrafund personal advice to members via phone or video. You will conduct discussions, perform fact-finding, and analyze needs, offering guidance within scope and escalating complex matters as needed.

Based in VIC Traralgon or WA Perth, the role supports travel and delivering member education seminars, with a focus on strong governance and member-centric service.

Qualifications

• Experience in financial planning and superannuation guidance.
• Knowledge of tax legislation related to superannuation beneficial.
• Proven ability to provide high-quality member advice over phone/video.

Responsibilities

• Serve as the first point of contact for member advice enquiries via phone or video.
• Conduct discussions, fact-finding and needs analysis with members.
• Provide general or personal advice within scope; refer complex matters to specialists.
• Support travel and delivery of member education seminars.

Skills

Financial planning

Superannuation

Member services

Communication

Phone/Video advice

Education

RG146 compliant

Qualified Financial Adviser

Tools

Xplan

Salesforce

Genesys

Job description

Equip Super Pty Ltd is seeking an Intrafund Consultant to deliver high-quality intrafund personal advice to members via phone or video. You will conduct discussions, perform fact-finding, and analyze needs, offering guidance within scope and escalating complex matters as needed.

Based in VIC Traralgon or WA Perth, the role supports travel and delivering member education seminars, with a focus on strong governance and member-centric service.