Financial Adviser

About the role

Own a book of no more than 120 clients on a high-touch, low-volume basis. Advise both retail but predominantly wholesale clients across wealth accumulation, debt destruction, SMSF, superannuation, retirement, investment structuring, insurance and estate considerations. Work the business side alongside the personal: company and trust structures, distributions, succession, sale planning, tax position.

Sit directly with clients' accountants and brokers, ours and theirs, and drive implementation to completion. Onboard clients referred from our accounting and broking businesses and build the book from referral partners and your own relationships. Lead your support team to a standard you're happy to put your name against.

Key responsibilities

• Advise clients across wealth accumulation, debt destruction, SMSF, superannuation, retirement, investment structuring, insurance and estate considerations

• Work on the business side: company and trust structures, distributions, succession, sale planning, tax position

• Sit directly with clients' accountants and brokers and drive implementation to completion

• Onboard clients referred from accounting and broking businesses

• Build the book from referral partners and your own relationships

• Lead your support team to a standard you're happy to put your name against

About you

• Current authorisation on the ASIC Financial Advisers Register, approved qualification, FASEA exam passed, Professional Year complete

• Registration as a qualified Tax Financial Adviser

• Three years or more advising Australian clients, across both retail and wholesale

• Genuine tax and business advisory depth to sit across the table from a client's accountant and hold your end of it

• Modelling and advice software experience — PlutoSoft experience favourable

• Strong para planning and compliance background

• A clean compliance history and references who'll confirm it

• The ability to write advice a client can read and act on

About us

Avere advises Australian business owners and professional families. Strategic advice, wealth management, tax and business strategy come together in one roadmap, and we deal directly with an aligned client's accountant and mortgage broker so the client isn't left carrying messages between their advisers. We have an aligned relationship with accounting and mortgage advisers. The adviser develops and quarterbacks the strategic advice. We use co-working spaces as office hubs with Manly as HQ.

Benefits

• $130-160k plus super, with performance incentive

• Support structure: CSO Team

• Flat Fee Model for Initial Advice and Ongoing Engagement

• Annual pay and performance reviews

• Hybrid or flexible arrangements

• CPD, licensing and professional membership costs covered