Financial Adviser looking for a Sydney based role
Driven by a purpose to help people.
Currently an employee Financial Adviser with no transferable clients (male, mid-30's).
Looking for a new role in Sydney.
12 months as a Financial Adviser. 10+ years in Financial Advice as Paraplanner & Associate Adviser.
My current employer had an unsustainable client base and had to terminate 90%+ of clients allocated to me as they were paying under the cost to serve.
On here looking for the right role for me with a business that preferably is self-licensed.
Passed FASEA Exam.
Ability to engage in conversation on most topics.
Ability to navigate all the relevant legislation and regulatory guides applicable to Financial Advisers & Licensees.