Financial Planning Partnership
Newcastle, New South Wales

  • Ref: 130861
  • Salary: (not disclosed)

Play a key role in the building the financial planning base of this firm whilst being provided with the opportunity for an equity partner position This is a multifaceted role in a successful, well-established and growing business with a dynamic and supportive culture.

What We Are Looking For

  • An existing Senior Financial Planner, passionate and committed to their craft
  • Someone who is excited about their next move / seeking a different change
  • A variety of backgrounds will be considered but you must have an in-depth knowledge of and experience in investments
  • Exceptional strategic acumen, an outgoing and engaging persona and appropriate qualifications are essential
  • Can accommodate an adviser looking to transition clients or a client book
  • Appropriate qualifications are essential
  • 'Ideally' you will also have an exisiting base of client (however this is not essential)


To learn more about this opportunity please contact Mark Witt CA on 0407 006438 or mark@practiceexchange.com.au . 

Alternative please register your interest by clicking on the REGISTER NOW button above. 


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