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Financial Advisor - Sydney/Remote

Anton Murray Consulting

Brisbane QLD 4000•Full time

KEY POINTS WE FOUND

Deliver tailored financial advice in compliance with regulatory standards.
Conduct fact-finding interviews and prepare Statements of Advice (SOAs).
Collaborate with compliance teams to ensure client education and long-term relationship management.

Senior Private Wealth Adviser

Brisbane QLD 4000•Full time

KEY POINTS WE FOUND

Deliver high-quality, complex financial advice to clients.
Focus on business development and client engagement.
Mentor Associate Advisers and contribute to advice innovation.

Senior FP&A Analyst

Brisbane QLD 4000•Full time

KEY POINTS WE FOUND

Lead the Group''s budgeting, forecasting, and financial planning processes
Develop and maintain financial models including P&L, Balance Sheet, and Cash Flow
Provide financial management analysis of key Group KPIs and deliver actionable reporting

Financial Coach

Insignia Financial

Brisbane QLD 4000•Full time

KEY POINTS WE FOUND

Join the Financial Coaching team to support members in making informed financial decisions.
Provide General Advice on superannuation, investments, and retirement planning strategies.
Build strong relationships and deliver positive member outcomes through effective communication.

Senior Paraplanner, Perpetual Wealth Management

Perpetual Limited

Brisbane QLD 4000•Full time

KEY POINTS WE FOUND

Provide quality, compliant and timely paraplanning services and strategic advice support to Advisers and clients.
Collaborate with team members to formulate advice strategies and generate tailored advice documents.
Lead and coach junior team members while preparing financial calculations and attending client meetings.