Delivering Exceptional Financial Solutions

7 days ago


Bendigo, Victoria, Australia beBeeFinancial Full time $98,765 - $123,456
Financial Planning Role Overview

A career as a Financial Planner presents the opportunity to deliver exceptional financial solutions to more individuals.

  • Manage client relationships and provide expert financial advice to drive business growth.
  • Develop and implement tailored financial plans for clients, fostering long-term collaborations.
About You

To succeed in this role, you'll need:

  • RG146 Compliance and Adviser exam completion, demonstrating your expertise in financial regulations.
  • Approved courses in Australian Tax Law and Commercial Tax, showcasing your knowledge of tax principles.
  • Expertise in Financial Advice and a passion for delivering excellent client experiences, ensuring client satisfaction.

We value individual differences and offer flexibility, opportunities, and a culture that supports unique strengths and interests.

If you're passionate about making a positive impact on people's lives, we encourage you to apply.



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