Senior Financial Planner
1 week ago
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
- 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.
- 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.
- As a client-facing professional, you'll build relationships with clients and have opportunities to grow through educational and mentoring support.
- With a diverse, inclusive, and supportive workplace, you'll thrive in an environment that values sustainability and community engagement.
- No selling is required; growth is organic through our agronomy and accounting divisions.
Requirements
- FASEA accreditation or nearing qualification, with 3+ years of experience.
- A working knowledge of platforms, investment instruments, superannuation, and insurance.
- A willingness to base in Swan Hill.
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