Financial adviser ready to make a difference!
Australian Financial Advisers Group Pty Ltd (AFA Group Wealth)
Due to unprecedented growth at AFA Group Wealth we are seeking the services of an ambitious financial adviser ready to join our team.
If you have a passion for working with ambitious individuals (primarily young families) and are comfortable using the latest technology to service clients, we would love to speak to you!
We help Australians grow and protect their money, by teaching them how to make better informed financial choices so they can achieve the life they have always wanted. We are passionate about helping people manage and make the most of their finances.
Team size: 12
Service Offering: Wholistic Advice
Target Market: 35 year old, Goat Cheese Eaters! (I'll explain later)
- Friendly, caring and approachable
- People's person
- Team player
- Ambitious and self-motivated
- Previous experience in goals-based financial advice
- Currently providing financial advice (or completed professional year)
It would be also preferable to:
- Previously been a paraplanner prior to giving financial advice
- Have an understanding of XPLAN
- Completed your FASEA exam and required study for FASEA standards