Agricultural Financial Planner

1 month ago


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 Team

We provide a comprehensive range of professional services, including accountancy, tax, business improvement, finance, risk, and wealth improvement. Our team of in-house agronomists supports our wealth professionals in achieving outstanding outcomes for our clients.

Key Responsibilities

  • Research and modelling of financial strategies for clients
  • Preparation of applications and coordination of client relationships
  • Communication and attention to compliance and record keeping
  • Opportunity to grow through educational and mentoring support
  • Diverse, inclusive, and supportive workplace

Requirements

  • FASEA accredited or nearing qualification
  • Working knowledge of 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


  • 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...

  • Agricultural Planner

    2 weeks ago


    Melbourne, Victoria, Australia Dodgshun Medlin Full time

    Are you a driven and ambitious para-planner seeking a challenging career opportunity that combines strategic thinking with hands-on experience?About the RoleWe are seeking a highly skilled Agricultural Planner to join our team at Dodgshun Medlin. As an integral part of our rural enterprise and wealth strategies, you will play a crucial role in guiding...


  • Melbourne, Victoria, Australia Dodgshun Medlin Full time

    About the RoleWe are seeking an experienced Rural Financial Planner to join our team in Melbourne. The successful candidate will have a strong understanding of agricultural enterprise and wealth strategies, with the ability to guide clients through complex financial decisions.Job DescriptionThe ideal candidate will have 3+ years' experience in financial...


  • Melbourne, Victoria, Australia people2people Full time

    Job Title: Lead Financial Analyst - Sustainable AgricultureCompany OverviewOur client is an award-winning, fund and asset manager specialising in the agricultural space, dedicated to enhancing sustainable farming practices and maximising agricultural investments. With a strong commitment to innovation and ethical investment strategies, they manage assets...


  • Melbourne, Victoria, Australia Equity Trustees Full time

    Role OverviewWe are seeking a skilled Financial Planner Specialist to join our team in Melbourne. As a Private Client Adviser, you will deliver bespoke wealth strategies and investment advice to high-net-worth beneficiaries of Estates and Trusts.


  • Melbourne, Victoria, Australia Dodgshun Medlin Full time

    You're a highly skilled para-planner seeking to transition into a more senior role, leveraging your experience and expertise to drive exceptional outcomes for clients in the rural sector. Dodgshun Medlin offers a unique opportunity to grow professionally, working alongside an outstanding team of agronomists and wealth strategists.Job OverviewThis challenging...

  • Financial Planner

    2 weeks ago


    Melbourne, Victoria, Australia Dodgshun Medlin Full time

    You're a para-planner with three or more years' experience, looking for more from your chosen career. You want a country life but opportunity to rival the best in the business. You're not satisfied with being a 'para'. You want the real deal and to make big differences to the lives of clients from farming families to sophisticated investors.Dodgshun Medlin...


  • Melbourne, Victoria, Australia people2people Full time

    Are you an experienced accountant looking to leverage your expertise in financial operations and analysis?Company OverviewWe are a leading agricultural investment manager dedicated to enhancing sustainable farming practices and maximising investments. With a strong commitment to innovation and ethical investment strategies, we manage assets that drive...


  • Melbourne, Victoria, Australia Woods & Co Recruitment Full time

    At Woods & Co Recruitment, we are partnering with a respected boutique firm in South Yarra to find an exceptional Senior Financial Planner. This is a unique opportunity to join a high-performing team and take on a leadership role in wealth management and retirement planning.Key Responsibilities:Develop, implement, and review client strategies for wealth...


  • Melbourne, Victoria, Australia people2people Full time

    Company OverviewAt people2people, we're a leading recruitment group and HR solutions provider, dedicated to enhancing sustainable farming practices. With a strong commitment to innovation and ethical investment strategies, we manage assets that drive positive change in the agricultural industry.The RoleYou'll be an integral part of our finance team, playing...


  • Melbourne, Victoria, Australia Kaizen Recruitment Full time

    We are seeking an experienced Agricultural Investment Leader to join our team at Kaizen Recruitment. This is a unique opportunity to lead the strategic direction, analysis, and execution of agricultural investments.Job DescriptionThe successful candidate will have a strong background in investment management, with a focus on agriculture or real assets. They...


  • Melbourne, Victoria, Australia Dairy Australia Full time

    Senior Farm Business EconomistAbout the Role:The Senior Farm Business Economist will lead key farm business economics initiatives at Dairy Australia. This role requires analytical and interpretative capabilities to improve industry knowledge of farm business economics in Australia.This includes managing the delivery of the Dairy Farm Monitor Project across...


  • Melbourne, Victoria, Australia Shepparton dealership Full time

    **About Us**O'Connors Shepparton dealership offers an exciting opportunity for a skilled agricultural sales professional to join our dynamic team.We are seeking an experienced salesperson with a passion for the agricultural industry and a strong understanding of farm practices to sell a range of agricultural machinery products, grow relationships with...


  • Melbourne, Victoria, Australia Birchip dealership Full time

    OverviewO'Connors has been a pioneer in the Agricultural industry for 60 years, providing innovative solutions to Australian farmers with the latest machinery and precision ag equipment.We have an exciting opportunity available for a Service Manager at our Birchip dealership.About the RoleThis is a full-time ongoing position responsible for managing and...


  • Melbourne, Victoria, Australia Kaizen Recruitment Full time

    **Head of Research and Investments Role Overview**Kaizen Recruitment is currently seeking a highly skilled Senior Agricultural Investment Director to lead the strategic direction, analysis, and execution of agricultural investments for GO.FARM.**Job Description:**As a key member of the team, you will play a vital role in developing unique insights and...


  • Melbourne, Victoria, Australia Kaizen Recruitment Full time

    We are seeking a highly experienced Agricultural Investment Strategist to join our team at Kaizen Recruitment.As an Agricultural Investment Strategist, you will play a key role in developing and executing investment strategies for agricultural assets. You will lead the strategic direction, analysis, and execution of investments, working closely with the...


  • Melbourne, Victoria, Australia Shepparton dealership Full time

    Agricultural Machinery Sales OpportunityWe are looking for a motivated and experienced agricultural machinery salesperson to join our Shepparton dealership team. The ideal candidate will have a passion for sales and an understanding of the agricultural machinery industry and broadacre farming practices.This is a full-time ongoing position based in our...


  • Melbourne, Victoria, Australia St Arnaud dealership Full time

    The St Arnaud dealership is seeking a highly motivated and experienced agricultural machinery salesperson to join our team.We are looking for a sales professional who has a passion for the agricultural industry and a strong understanding of the machinery required for broadacre farming practices.The ideal candidate will be responsible for selling a range of...


  • Melbourne, Victoria, Australia Birchip dealership Full time

    Company OverviewO'Connors has a rich history of innovation and leadership in the Agricultural industry, spanning over 60 years. With a strong presence in Australia, we provide cutting-edge solutions for farmers.We are currently seeking an exceptional candidate to fill our Service Manager position at our Birchip dealership.The ideal candidate will have...


  • Melbourne, Victoria, Australia Nufarm Full time

    It’s official – Nufarm is the #1 best place to work in Agriculture, Mining and Utilities, awarded by @FinancialReview and @Inventium 2023.Unleash your potential in Nufarm’s dynamic environment.We're seeking a talented Supply Planner to join our Supply Chain team. As a key member, you will be responsible for delivering quality production and material...