Agricultural Financial Planner

3 weeks ago


Melbourne, Victoria, Australia Dodgshun Medlin Full time
About the Role

We are seeking a skilled and experienced Agricultural Financial Planner / Associate Planner to join our team at Dodgshun Medlin. As a key member of our rural enterprise and wealth strategies team, you will work closely with our agronomists and other professionals to provide expert advice to farming and related industries throughout regional Australia.

Key Responsibilities
  • Research and modelling of financial strategies for clients
  • Documentation and preparation of applications for financial products
  • Coordination and communication with clients and internal stakeholders
  • Attention to compliance and record keeping
  • Client-facing relationship building and maintenance
Requirements
  • FASEA accreditation or nearing qualification
  • 3+ years' experience in a related field
  • Working knowledge of financial platforms, investment instruments, superannuation, and insurance
Desirable Skills
  • Experience or interest in working with primary producers and regional businesses
  • SMSF and gearing accreditation
  • Direct equity, aged care, Centrelink, and X-PLAN experience
About Us

Dodgshun Medlin is a leading provider of rural enterprise and wealth strategies to farming and related industries throughout regional Australia. We pride ourselves on our diverse, inclusive, and supportive workplace culture, and our commitment to sustainability and community engagement.


  • Agricultural Planner

    2 weeks ago


    Melbourne, Victoria, Australia Dodgshun Medlin Full time

    About the RoleYou're a seasoned para-planner seeking a new challenge that combines your passion for agriculture with a desire for professional growth. Our ideal candidate is a motivated individual with a strong work ethic, looking to make a meaningful impact in the lives of clients from diverse backgrounds.Key ResponsibilitiesResearch and analysis of...

  • Agricultural Planner

    2 weeks ago


    Melbourne, Victoria, Australia Dodgshun Medlin Full time

    About the RoleYou're a seasoned para-planner looking for a new challenge in the agricultural sector. We're seeking a motivated individual to join our team at Dodgshun Medlin, guiding the rural enterprise and wealth strategies of farming and related industries throughout regional Australia.Key ResponsibilitiesResearch and modelling of financial plans for...

  • Agricultural Planner

    3 weeks ago


    Melbourne, Victoria, Australia Dodgshun Medlin Full time

    About the RoleYou're a seasoned para-planner looking for a new challenge in the agricultural sector. We're seeking a motivated individual to join our team at Dodgshun Medlin, guiding the rural enterprise and wealth strategies of farming and related industries throughout regional Australia.Key ResponsibilitiesResearch and modelling of financial plans for...

  • Agricultural Planner

    1 month ago


    Melbourne, Victoria, Australia Dodgshun Medlin Full time

    About the RoleYou're a seasoned para-planner looking for a new challenge in the agricultural sector. We're seeking a motivated individual to join our team at Dodgshun Medlin, guiding the rural enterprise and wealth strategies of farming and related industries throughout regional Australia.Key ResponsibilitiesResearch and modelling of financial plans for...

  • Agricultural Planner

    2 weeks ago


    Melbourne, Victoria, Australia Dodgshun Medlin Full time

    About the RoleYou're a seasoned para-planner seeking a new challenge that combines your passion for agriculture with a desire for professional growth. Our ideal candidate is a motivated individual with a strong work ethic, looking to make a meaningful impact in the lives of clients from diverse backgrounds.Key ResponsibilitiesDevelop and implement...


  • Melbourne, Victoria, Australia Dodgshun Medlin Full time

    You're a seasoned financial professional seeking a new challenge in rural Australia. Our Swan Hill office is looking for a skilled Agricultural Financial Planner to join our team.Role OverviewWork with farming and related industries to develop and implement financial strategiesCollaborate with our agronomists to provide comprehensive solutionsBuild strong...

  • Financial Planner

    3 weeks ago


    Melbourne, Victoria, Australia Dodgshun Medlin Full time

    Join Our Team as a Financial Planner - Ag FocusWe are seeking a skilled and motivated Financial Planner to join our team in Melbourne. As a Financial Planner - Ag Focus, you will work closely with our clients in the agricultural industry, providing expert advice and guidance on their financial matters.About the RoleResearch and modelling of financial data to...


  • Melbourne, Victoria, Australia Dodgshun Medlin Full time

    About UsDodgshun Medlin is a leading provider of rural enterprise and wealth strategies for farming and related industries throughout regional Australia.We offer a comprehensive range of professional services, including accountancy, tax, business improvement and support, finance, risk, and wealth improvement, underpinned by an outstanding team of in-house...

  • Financial Planner

    3 weeks ago


    Melbourne, Victoria, Australia Dodgshun Medlin Full time

    Join Our Team as a Financial Planner - Ag FocusWe are seeking a skilled Financial Planner to join our team in Melbourne, with a focus on agricultural clients. As a Financial Planner, you will work closely with our agronomists and accountants to provide comprehensive financial solutions to our clients.Key Responsibilities:Research and modelling of financial...

  • Agricultural Planner

    3 weeks ago


    Melbourne, Victoria, Australia Dodgshun Medlin Full time

    About the RoleYou're a seasoned para-planner seeking a new challenge that combines your passion for agriculture with a desire for professional growth. We're looking for someone to join our team at Dodgshun Medlin, where you'll have the opportunity to work with farming families and sophisticated investors, guiding their rural enterprise and wealth...


  • Melbourne, Victoria, Australia Dodgshun Medlin Full time

    You're a financial professional seeking a challenging role that combines your passion for agriculture with your expertise in financial planning. At Dodgshun Medlin, we offer a unique opportunity to work with farming and related industries throughout regional Australia.Our TeamWe provide a comprehensive range of professional services, including accountancy,...


  • Melbourne, Victoria, Australia Dodgshun Medlin Full time

    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.ROLESwan Hill base and/or Collins Street suiteResearch, modelling, documentation and preparation of applicationsCoordination, communication,...


  • Melbourne, Victoria, Australia Dodgshun Medlin Full time

    About the RoleYou're a seasoned financial planner looking for a new challenge in a country setting. Our team at Dodgshun Medlin is seeking a skilled professional to join our rural enterprise and wealth strategies division.Key ResponsibilitiesResearch and modelling of financial applicationsCoordination and communication with clients and stakeholdersAttention...

  • Financial Planner

    1 month ago


    Melbourne, Victoria, Australia Randstad Full time

    Company OverviewRandstad is a leading provider of financial services, with a strong presence nationally. Our company has a reputation for delivering exceptional client care and tailoring advice to meet the unique needs of our clients.The RoleWe are seeking a skilled Financial Planner to join our team in a member servicing intra fund financial advisor role....


  • Melbourne, Victoria, Australia WAM Full time

    Job Title: Senior Agriculture Financial AnalystAbout the Role:We are seeking a highly skilled Senior Agriculture Financial Analyst to join our Agriculture Investment Management Team. As a key member of the team, you will be responsible for providing financial analysis and modeling support to our investment decisions.Key Responsibilities:Develop and maintain...


  • Melbourne, Victoria, Australia Hostplus Full time

    About the RoleWe are seeking a highly skilled Superannuation Financial Planner to join our team at Hostplus. As a key member of our superannuation advice team, you will be responsible for providing limited scope intra-fund personal advice to our members.Key ResponsibilitiesProvide accurate and timely limited scope intra-fund personal advice to members in...


  • Melbourne, Victoria, Australia Birchip dealership Full time

    OverviewO'Connors has been a leading provider of agricultural solutions for over 60 years, serving Australian farmers with the latest machinery, precision agriculture equipment, and aftersales service.Job SummaryWe are seeking a highly motivated and experienced Branch Manager to join our team in Birchip. As a key member of our dealership, you will be...


  • Melbourne, Victoria, Australia Dodgshun Medlin Full time

    About the RoleYou're a seasoned financial professional seeking a new challenge in a country setting. Our Swan Hill office is looking for a skilled Paraplanner to join their team, working closely with clients from farming families to sophisticated investors.Key ResponsibilitiesResearch and modelling of financial strategies for clientsPreparation of...


  • Melbourne, Victoria, Australia Birchip dealership Full time

    {"title": "Agricultural Machinery Sales Opportunity", "subtitle": "Join our Birchip dealership as a sales representative and grow your career in the agricultural industry.", "content": "We are seeking an experienced and motivated agricultural machinery salesperson to join our growing team at our Birchip dealership.The ideal candidate will have a passion for...


  • Melbourne, Victoria, Australia Horsham dealership Full time

    OverviewO'Connors in Horsham is seeking a talented and passionate sales professional to join our dynamic team.We are looking for someone who is knowledgeable about the agricultural industry and its farming practices, with excellent communication, presentation, and negotiation skills.The successful applicant will be responsible for developing and maintaining...