NEW!

Senior Financial Planner – Private Ancillary Funds (PAFs) / Philanthropic Advisory
Sydney, NSW

• Ref: 135239
• Salary: (not disclosed)

A rare and strategically significant opportunity has become available for an experienced Financial Planner to build and lead a specialist Private Ancillary Fund (PAF) offering within a highly regarded boutique private-client advisory firm based in the Sydney CBD. This is an exceptional role for a planner with strong technical depth, a passion for philanthropy structures, and experience advising high-net-worth and ultra-high-net-worth individuals. You will play a central role in establishing and growing a new division dedicated to PAF structuring, administration, investment oversight and philanthropic strategy.

The firm is known for its long-standing relationships with private families, entrepreneurs, business owners and sophisticated investors. It operates a highly discreet, relationship-driven model, offering taxation, wealth, and specialist advisory services through a close-knit, senior team.

The Opportunity

Beginning in Q1 of 2026, the firm is launching a dedicated PAF advisory and administration service for its existing high-net-worth client base. As the inaugural hire for this initiative, you will:

• Work directly with the directors to design and establish the PAF offering

• Manage the creation and ongoing administration of PAFs for existing clients

• Provide strategic advice on philanthropic giving, tax structuring, estate planning and intergenerational wealth matters

• Develop processes, governance and investment oversight models consistent with ATO and ACNC requirements

• Contribute to the expansion of the service by promoting it internally and externally (in a discreet, relationship-based manner)

• Play a lead role in shaping how the division evolves over the next 3–5 years

For the right candidate, this role offers a clear pathway to equity in the new division — potentially immediate for someone who can bring PAF clients or referrals with them.

Key Responsibilities

• Establish the firm’s PAF advisory service from the ground up

• Manage end-to-end setup, structuring and compliance requirements for Private Ancillary Funds

• Provide strategic philanthropic advice to HNW/UHNW clients

• Oversee investment governance and coordination with external advisers

• Ensure all ATO, ACNC and trustee obligations are met

• Prepare and review annual distribution plans and reporting requirements

• Work closely with the firm’s tax, wealth and private-client teams

• Gradually expand the service to new and referred clients

• Assist in designing scalable processes and best-practice documentation as the division grows

About You

• Experienced Financial Planner with strong exposure to HNW or private-client advisory

• Genuine interest in philanthropy, PAFs, intergenerational wealth and strategic giving

• Solid understanding of estate-planning structures, charitable trusts and tax optimisation

• Strong communication and relationship-building skills

• Able to work autonomously while collaborating closely with senior directors

• Professional, discreet and comfortable in a high-trust, boutique environment

• CFP or equivalent highly regarded

Candidates who bring existing PAF clients or philanthropic relationships may move directly into an equity or profit-share arrangement.

Why This Role?

• Build a new specialist division within a respected boutique private-client firm

• Work with high-quality clients and long-standing private family relationships

• Significant equity pathway — with the potential for early partnership

• Opportunity to design a specialist offering with full support from senior principals

• High-impact work shaping the philanthropic strategies of successful Australians

• CBD location, discreet culture, and a genuinely long-term career pathway

Next Steps

This opportunity is offered exclusively through Practice Exchange’s confidential process.

To explore whether this could be the right next step in your career, click REGISTER NOW, contact Mark Witt CA at mark@practiceexchange.com.au or 1300 722 452, or book a confidential discussion via this link.