NEW!

Merger Opportunity – Financial Planners & Risk Specialists
Newcastle, NSW

• Ref: 134924
• Salary: (not disclosed)

Accelerate your growth, scale your service, and unlock greater income potential. A highly regarded Newcastle financial advisory firm is seeking a financial planner or risk specialist with an established client book to join forces as part of an ambitious growth strategy. This is a chance to merge into a business that values innovation, integrity, and client success — while providing the resources, culture, and scale to take your practice to the next level.s.

About the Firm
Operating at the forefront of financial planning and risk management, this firm is renowned for delivering tailored strategies to a diverse and loyal client base. With a reputation built on trust, expertise, and consistent results, they combine local market knowledge with the tools and resources to compete at the highest level. The practice offers a modern, collaborative environment and is entering an exciting phase of expansion.

The Opportunity
This is an ideal move for a financial planner or risk writer with a small but valuable client book (fee base $150K+) who is ready to enhance their earning capacity, operational efficiency, and service capability. You’ll maintain your client relationships while leveraging the firm’s infrastructure, systems, and brand to grow faster and work smarter.

What’s on Offer:

• Seamless integration into a high-performing team with a client-first culture

• Access to advanced financial planning and risk management resources, tools, and technology

• The ability to scale your client book without the burden of solo practice operations

• A competitive remuneration structure linked to your contribution and growth

• A supportive environment focused on collaboration, innovation, and professional development

Ideal Candidate:

• Licensed financial planner or risk writer with an existing client book (fee base $150K+)

• Demonstrated track record in building and maintaining strong client relationships

• Strong technical and analytical skills with a solutions-focused mindset

• Entrepreneurial approach combined with a commitment to ethical practice

• Collaborative, with excellent communication skills

Next Steps:

This is a pivotal moment to align your career with a firm that is committed to creating lasting impacts in the lives of their clients while offering you a pathway to significant professional growth and financial achievement. Interested in knowing more? If so please contact Mark Witt CA at mark@practiceexchange.com.au or 1300 722 452 or register your interest on this page and I'll call you. Alternatively, please click on this link to book a call with me.  Please note your enquiry will be treated in the utmost confidence.