Build Your Future With Us
Discover meaningful career opportunities in seasonal financial planning. We're committed to offering competitive compensation packages that reflect your expertise and dedication to helping Australian families achieve financial security.
Transparent Compensation Structure
We believe in complete salary transparency. Our compensation philosophy centers on rewarding expertise, dedication, and results. Here's exactly what you can expect at each career level.
Financial Advisor
Senior Financial Planner
Principal Financial Strategist
Beyond the Basics
We understand that great compensation goes beyond salary. Our comprehensive benefits package addresses every aspect of your professional and personal wellbeing.
Work-Life Balance
- Hybrid working model with 3 days office, 2 days remote
- Flexible start times between 7:30am and 9:30am
- Mental health days separate from sick leave
- Parental leave top-up to full salary for 16 weeks
- Study leave for professional certifications
- Long service leave starting at 7 years
Health & Wellness
- On-site wellness room and quiet spaces
- Corporate gym membership discounts
- Annual health assessments with follow-up support
- Employee assistance program with 24/7 counselling
- Ergonomic workspace assessments and equipment
- Team wellness challenges and activities
Financial Benefits
- Salary packaging options to maximize take-home pay
- Staff financial planning services at cost
- Discounted home and contents insurance
- Access to corporate credit card rewards programs
- End of year bonus based on company performance
- Share purchase plan with company matching
Career Growth
- Clear promotion pathways with defined criteria
- Mentorship program pairing junior and senior staff
- Secondment opportunities across different departments
- Leadership development program for emerging managers
- Support for professional body memberships and fees
- Conference speaking opportunities and networking events
Our Team Culture
We've built something special here. It's not just about the work we do – though we're passionate about helping Australian families plan for their financial futures. It's about the relationships we build, the support we offer each other, and the genuine care we show for both our clients and colleagues.
Your Professional Journey
We map out clear pathways for advancement because we want you to see exactly where your career can go. Every role comes with specific development opportunities designed to prepare you for the next step.
Onboarding & Foundation
Your journey begins with comprehensive orientation covering our systems, processes, and Australian financial regulations. You'll shadow experienced advisors and start building relationships with your first client portfolio under close supervision.
Skill Development & Specialization
Focus shifts to developing your expertise in specific areas like retirement planning, investment strategies, or estate planning. You'll take on increasing responsibility while accessing advanced training programs and industry conferences.
Leadership & Strategic Thinking
As you grow into senior roles, we prepare you for leadership responsibilities. This includes managing junior staff, contributing to strategic planning, and representing the company at industry events and with key clients.
Executive Development
Senior professionals can pursue executive MBA programs, board positions with industry associations, or transition into partnership tracks within our organization. We support ambitious professionals who want to shape the future of financial planning in Australia.