Agricultural Financial Planner
6 days ago
You're a para-planner looking for a new challenge in rural enterprise and wealth strategies. Our team at Dodgshun Medlin guides the financial plans of farming and related industries throughout regional Australia.
ROLE
- Swan Hill base and/or Collins Street suite
- Research, modelling, documentation and preparation of applications
- Coordination, communication, attention to compliance and record keeping
- Client facing; relationship building
- Opportunity to grow via educational and mentoring support
- No selling required. Growth is organic through agronomy and accounting divisions
- Diverse, inclusive, supportive workplace
- Ethical business with commitment to sustainability and community engagement
NECESSARY
- FASEA accredited or nearing qualification. 3+ years' experience
- Working knowledge of platforms, investment instruments, superannuation and insurance
DESIRABLE
- Experience/interest in working with primary producers and regional businesses
- SMSF and gearing accreditation
- Direct equity, aged care, Centrelink and X-PLAN experience
About Dodgshun Medlin
We provide depth in all the professional services specialties – accountancy, tax, business improvement and support, finance, risk, wealth improvement and more – underpinned by an outstanding team of in-house agronomists.
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