Financial Adviser Brisbane, QLD
About the job
As a Financial Adviser at Australian Retirement Trust, you will play a crucial role in helping members achieve better retirement outcomes. Your expertise will make a genuine difference in their financial wellbeing by delivering tailored personal advice focused on superannuation and retirement strategies. The team values collaboration and continuous improvement, ensuring a supportive environment where you can thrive.
You'll be responsible for
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Building relationships
Building trusted relationships with existing and prospective members, delivering advice in a professional, member-centric way.💰
Providing personal advice
Providing high-quality personal advice on superannuation, investments, insurance, retirement, tax, and estate planning.📝
Preparing Statements of Advice
Preparing Statements of Advice that are technically correct, compliant, and appropriate to member objectives.Key criteria
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Bachelor’s degree in finance or related field
Demonstrated educational background in Financial Planning or Commerce.View
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Financial Adviser Exam completion
Proven qualification to provide tax financial advice.View
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ASIC Financial Advisers Register listing
Active registration ensuring compliance with ethical standards.View
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