Skip to content

A&B Financial Planning (Temora NSW),

We are a rural Financial Planning practice that supports the local community with a strong focus on family and small business. Our mission is to help our clients build long term financial success by delivering exceptional client service and quality financial advice. With a staff of eight, including three authorised financial planners, our size allows us to be completely client focused. We are committed to our strong customer service record and are able to deliver a broad service offering. We are licensed through an independent AFSL and have an extensive range of platforms and investments available for superannuation, investment and insurance-related business. We are passionate about providing excellent service to our clients. It brings them peace of mind that only comes from dealing with the best.

Work Type

Flexible

Role Type

Advisor

Employment Type

Full Time

Experienced Adviser – WE ARE STILL LOOKING FOR YOU!

A&B Financial Planning (Temora NSW),

Provide your details below and we will send them directly to .


More jobs

Lorica Partners, Sydney NSW, Australia

Client Service Associate – Flexible, Purposeful Work for the Energised and Organised

Client Service Associate - Flexible, Purposeful Work for the Energised and Organised     Ready to re-enter the workforce in a role that values people skills, clear thinking, and a proactive mindset?    We’re looking for a Client Service Associate who brings warmth, reliability, and a touch of hustle. If you’ve worked in a call centre, client care, or service environment, you’ll know the importance of listening well, solving problems smoothly, and following through with care.     Maybe you’re returning to work after a break — whether for parenting, study or a life pivot — and looking for a workplace that understands the juggle.  We offer:  •     A professional, calm, and friendly team that values balance    •     Work that’s meaningful and makes a real difference to our clients     Experience in financial services or client support is a bonus, but not essential — mindset and capability matter more.      To apply send a 1 minute video outlining your interest in the role and your resume to careers@loricapartners.com.au

Sydney NSW, Australia

Full Time

In Person

Grange Wealth Advisors, Miranda NSW, Australia

Experienced Financial Adviser

You will be stepping into a full-time adviser role with responsibility for managing around 50 – 75 established clients with holistic advice, primarily pre-retirees and retirees. You will play a key role in helping us grow in the Sutherland Shire and surrounding areas.

 

What we offer with the role:

 

• Access to referrals from existing clients and relationships with local accountants
• An existing fee for service client base and the opportunity for ongoing growth
• A supportive close-knit team of advisers and experienced support staff
• A transparent, non-institutional licensee environmentExposure to high-quality investment solutions and platforms
• Career progression and equity opportunities as the business grows
• Competitive remuneration based on experience

Miranda NSW, Australia

Full Time

In Person

Oxlade Financial, Newstead QLD, Australia

🚀 ASSOCIATE ADVISER – INCREDIBLE OPPORTUNITY FOR AN ASPIRING FINANCIAL ADVISER IN A FAST-GROWING INDEPENDENT FIRM 🚀

As an Associate Adviser, you’ll play a key role in delivering exceptional advice and service. You will:

 

  • Work closely with our Advisers to assist with the development of strategic comprehensive advice 
  • Ensure clients receive an outstanding service and advice experience 
  • Manage and complete implementation work, including applications and lodgements
  • Coordinate insurance applications and ensure timely follow-up
  • Oversee and administer tasks for existing and new clients via XPlan
  • Manage the development of advice documentation (SOAs, ROAs)
  • Assist in preparing for client review meetings
  • Liaise with offshore admin support 
  • Communicate proactively with clients and advisers 
  • Provide outstanding client service and contribute to strong client relationships

Newstead QLD, Australia

Full Time

In Person