We are fast-growing multidisciplinary accounting and financial planning firm, serving many HNW individual and family groups, with their complex financial needs.
Although our well-established office is based in Gatton (just 30 minutes from Toowoomba), we have clients all over the country (including a large Toowoomba client base). Our team of 25 staff offer a range of services including comprehensive financial advice, personal insurance, succession planning, accounting, taxation and business improvement services.
Primary duties will include:
• Attendance at client meetings with our senior advisers.
• Assisting our senior advisers with the development of financial strategies and recommendations.
• Assisting our senior advisers with file notes and general compliance.
• Providing detailed and accurate research and financial modelling, using tools such as XPLAN WealthSolver, Risk Researcher and XTOOLS+.
• Developing and maintaining relationships with clients, staff members and other key stakeholders.