Agricultural Financial Planner
1 month ago
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
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