Advice Evolution,
Advice Evolution (AE) is a boutique Australian Financial Services License, with a growing national footprint of over 70 high quality financial advisers located right across the Eastern Seaboard of Australia (and we are looking to expand!)
AE is a smart virtual business that doesn’t waste money on big city offices and things that are of no use to advisers. We have always been ahead of the curve when it comes to increasing efficiency, which is why our simple, virtual business model has been so successful. We don’t mandate software or business practices that are above that required by the regulator. We employ young staff to keep our thinking contemporary.
– We run a supportive operations team through Virtual Business Partners (VBP) that each practice can utilise for any of their back office & licensee services.
– We offer our authorised representatives the option of gaining equity in the licensee to share in its future success and capital value. This allows AE representatives to have a direct voice in the decisions of the licensee.
Please visit our website for more info about AE: https://www.adviceevolution.com.au/
Work Type
RemoteRole Type
AdvisorEmployment Type
Full TimeAbout the role
Advice Evolution is the ultimate alternative to getting your own license!
Our philosophy is adviser freedom. We strive to enable our advisers to do what they do best – give great advice and build the wealth and independence of their clients.
If you are an adviser (based anywhere in Australia) looking for a better way of running your business, free from the bias of an institution, we would welcome the opportunity to have a chat and get to know what drives you and your business.
(We are also open to onboarding graduates!)
Call our Executive Officer Brooke on 0448 788 559 or email eo@adviceevolution.com.au
Skills and experience
Fully qualified adviser
More jobs
Pivot Wealth, Sydney
Client Services Officer
About the opportunity
We have strong inbound flows of high quality clients lining up to work with us at Pivot, and the core part of this role is supporting the advice team on the delivery of our work, driving a smooth onboarding and review process to help clients turn their financial plans into financial results.
Pivot is a business that rewards team members that add value to the business, which we do through our incentive plan and team equity plan, along with regular pay and performance reviews. Given our current growth, the right person has an opportunity to set up a prosperous long term future in the business WHILE doing highly ethical, fulfilling, fun, high quality/value work AND developing next level advice skills in the process.
About the role
- Be the main point of contact for clients in the coordination of documents needed to deliver exceptional financial advice
- Work with the advice team to confidently provide detailed, accurate research and calculations to serve the needs and goals of clients
- Proactively managing and supporting our clients to take the follow up action to implement their financial advice and strategies
- Work with paraplanning team to coordinate the delivery of SOAs, ROAs, and other advice documentation
- Work with the team to ensure compliance standards are strictly adhered to
- Positively contribute to a collaborative company culture and strive to continually improve professionally
- A desire to contribute to improving company processes and achieve projects outside of your daily responsibilities

Sydney
Full Time
In Person
Pivot Wealth, Sydney
Senior Associate Adviser
About the opportunity
We have strong inbound flows of high quality clients lining up to work with us at Pivot, and the core part of this role is onboarding these clients and building long term relationships with them. We’re a high touch, high fee, low volume business with a heap of support, so your time will be spent doing fulfilling, high value-add work and not wasting your time on admin and low value work. Pivot is a business that rewards team members that add value to the business, which we do through our profit share arrangement and team equity plan, along with regular pay and performance reviews. Given our current growth, the right person has an opportunity to set up a prosperous long term future in the business WHILE doing highly ethical, fulfilling, fun, high quality/value work AND developing next level advice skills in the process.
About the role
The core of an Associate role at Pivot is being responsible for supporting a Senior Adviser with the following:
- Delivering an amazing client experience at every step of our client’s money journey
- Delivering our high-touch, ongoing client service to help our clients achieve their version of financial freedom to the highest standard
- Pushing the clients to drive the action needed for them to achieve financial success
The role also involves
- Working seamlessly with other team members on advice and service delivery
- Work in a fun, playful but professional, politics-free environment with a team of other superstars
- Advice work is around strategic goals based financial planning, including everything from tax reduction strategies (including tax structures), investing, employer share plans, superannuation, insurance, and estate planning

Sydney
Full Time
In Person
MPFS Private Wealth, Mornington
Associate Advisor/Junior FP
We are expanding the team and looking for an Associate Advisor/Junior FP who is passionate about financial planning and has a strong desire to deliver fantastic results both to our clients and internally within the team.
The new talent who will join our team will work along one of our five financial planners, supporting them with exceptional client service delivery and general administrative functions. The individual should be prepared to immerse themselves within the business, establish a strong presence and take the necessary assertive steps to guide our busy and time-constrained clients to meet their desired results whilst becoming a key part of their financial and life journey.
Mornington
Full Time
In Person