Associate / Financial Planner

Providing verbal and written advice to clients, primarily HNW with SMSFs, Trusts and individually held assets. Conduct initial and ongoing review meetings with clients, assisting them in exploring various strategies to satisfy their objectives while providing an education on technical aspects, as well as economic, market and specific company conditions. DFP and CFP qualified.

Work Preferences

Desired Salary

90,000 - 110,000 per year  

Availability

4 Weeks  

Desired Job Type

Full Time  

Can Travel for Work

Interstate Only  

Highest Education Level

Bachelor Degree  

Current Location

Melbourne  

Willing to relocate?

No

Residency / Visa

Australian Citizen

Skills Profile

Employment History

Job Title

Associate Adviser

Industry

Financial Services

01/2005 to Current

Providing verbal and written advice to clients, both to those of a senior adviser and my own.

Job Title

Client Service Officer

Industry

Financial Services

01/2002 to 01/2005

Corporate superannuation administration.

Qualifications

Completed	Institution	Degree / Qualification
2005	Financial Planning Association	DFP
2005	Tribeca	SMSF Short Course
2000	Monash University	Bachelor of Business

Work Related Training & Certification

Completed	Institution	Training / Certification
2009	Financial Planning Association	Certified Financial Planner