NEW!

Partner Pathway Opportunity – Financial Planner (Sydney)
North Sydney

• Ref: 135176
• Salary: (not disclosed)

Join a leading Sydney-based professional services group with circa $50 million in turnover, $1.2 billion funds under management, and a premium client base where 90% are sophisticated investors. This is a rare chance to secure a place in the firm’s exclusive Partner Pathway Program — an intensive, 18-month track designed to transition the right high-performing professionals into equity ownership. Entry to the program is selective, ensuring only those with the expertise, commercial acumen, and client leadership skills required for partnership are invited to participate.

About the Firm & Role
This is not your typical financial planning role — you’ll be stepping into a top-tier, multi-disciplinary environment that integrates accounting, taxation, and wealth management to deliver a seamless client experience.

The firm operates a sophisticated Managed Discretionary Account (MDA) and has built deep, long-term relationships with high-net-worth clients. As a Financial Planner Associate, you’ll work directly with senior leadership, gain exposure to significant client portfolios, and enjoy the resources and support of a $50m turnover, tech-enabled organisation.

Key Responsibilities:

• Manage and grow a portfolio of sophisticated, high-value clients

• Deliver strategic financial advice tailored to complex client needs, particularly in the medical profession

• Work within an integrated accounting and financial planning model for holistic client service

• Collaborate with experienced partners, technical specialists, and dedicated operational teams

• Contribute to the firm’s growth strategy and client engagement initiatives

Ideal Candidate:

• An accomplished financial planner with a track record in high-net-worth or specialised advice

• Strong technical knowledge, with the ability to work within an MDA framework

• Commercially minded and driven to achieve partnership

• Excellent relationship management and communication skills

• Alignment with the firm’s collaborative, growth-focused culture

What 's on Offer:

• A clear and structured 18-month pathway to equity partnership

• Access to a $1.2b FUM platform and leading MDA capabilities

• Work with a premier client base where 90% are sophisticated investors

• Competitive remuneration and performance-based incentives

• A progressive, partner-led culture committed to innovation and client success

Interested?

For an in-depth and confidential discussion about this opportunity, click on the REGISTER NOW button, or reach out to Mark Witt CA at 1300 722 452 or via email at mark@practiceexchange.com.au.

To schedule a call with Mark, kindly click on this link.