Senior Financial Planner

1 week ago


Melbourne, Victoria, Australia Dodgshun Medlin Full time

Dodgshun Medlin Opportunity

As a seasoned para-planner looking to grow your career, we invite you to join our team in Swan Hill. With a strong focus on rural enterprise and wealth strategies, you'll have the chance to make a real difference in the lives of clients from farming families to sophisticated investors.

Our Firm

At Dodgshun Medlin, we pride ourselves on providing in-depth professional services to farming and related industries across regional Australia. Our team of experts offers a wide range of specialties, including accountancy, tax, business improvement, and wealth management, backed by our in-house agronomists.

Your Role

  1. You'll be based in our Collins Street suite in Swan Hill, with a strong appeal to those with country roots or affinity with the land.
  2. Research, modelling, and preparation of applications will be key aspects of your role, as well as coordination, communication, and attention to compliance and record keeping.
  3. As a client-facing professional, you'll build relationships with clients and have opportunities to grow through educational and mentoring support.
  4. With a diverse, inclusive, and supportive workplace, you'll thrive in an environment that values sustainability and community engagement.
  5. No selling is required; growth is organic through our agronomy and accounting divisions.

Requirements

  1. FASEA accreditation or nearing qualification, with 3+ years of experience.
  2. A working knowledge of platforms, investment instruments, superannuation, and insurance.
  3. A willingness to base in Swan Hill.

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