Position Filled

Financial Planning, Accounting Practice
Sydney, NSW

• Ref: 126987
• Salary: (not disclosed)

A tremendous opportunity for a financial planner to gain an equity stake in a business operated in conjunction with a group of tax agents. As a principal of this business you will receive referrals from your network of tax agents as well as be provided with free office space and software by the group. As an applicant, you need to have a strong compliance history and the ability and qualifications to give holistic advice in all areas of Financial Planning, Risk and debt including SMSF & Gearing.

After a qualifying period, you will be gifted a base level of equity of 30% with additional equity granted over time based upon years of service, satisfactory compliance ratings and meeting agreed performance targets. As well as in Sydney, opportunities for partnerships exist in Brisbane, Wollongong, Newcastle and Canberra.