A Melbourne-based, fully qualified financial adviser is open to a confidential discussion with an aligned professional advice business, financial planning group, accounting firm, professional services practice, or client-focused advisory entity.
This adviser brings extensive experience across client engagement, holistic financial advice, strategy development, implementation support, and advice process improvement. They are highly client-focused, values-driven, and strongly committed to ethical advice, professional standards, and long-term client outcomes.
Their advice capability includes:
- Financial planning and strategic advice
- SMSF advice, including SSA™ designation
- Superannuation and retirement planning
- Investment strategies and portfolio construction
- Risk advice
- Shares and listed investments
- Aged care advice
- Industry superannuation
- Services Australia advocacy and client support
- FASEA education and ethics compliance
They are particularly well-suited to an organisation seeking a mature, reliable and technically capable adviser who can contribute not only through client-facing advice but also through strong process discipline, fact-finding, documentation, client care, and the development of professional advice systems.
This adviser would be an asset to a business that values client relationships, compliance, professional integrity, collaboration and quality advice delivery.
They are open to discussions with like-minded professionals or businesses seeking an experienced adviser who can add value across client engagement, advice preparation, implementation and ongoing service.
For a confidential introduction, please contact Jim Prigg on 0408 520 453.