Business Leader, Family Wealth Advisory

Family Office Leadership OpportunityDevelop strategic superannuation advice tailored to family wealth structures.Lead the growth of Family Office advisory services.Provide expertise in superannuation planning for high-net-worth families.Collaborate nationally to deliver consistent client experiences.This role offers a unique chance to shape a high-impact...

**Career Opportunity in Wealth Advisory**This role involves working within the financial services industry, specifically in wealth advisory. We are seeking a motivated and eager individual to join our team.The successful candidate will be responsible for:Financial Research and Benchmarking: Conduct research and analyze financial data to identify industry...

As a senior leader in our organisation, you will play a pivotal role in shaping the future of wealth advisory. We value your expertise and offer a collaborative environment where you can thrive.Main Responsibilities:Elevate your career by delivering holistic solutions through collaborative work with other divisions;Mentor and develop junior team members as a...

Role OverviewWe are seeking a highly skilled Wealth Advisory Expert to shape the future of wealth advisory and elevate their career in a firm that prioritises client outcomes, professional growth, and meaningful relationships.Our fee-only, client-first model allows you to deliver truly impactful advice with low advisor-to-client ratios. You will work in an...

Key Business Development RoleWe are looking for a driven individual to lead initiatives and grow our wealth advisory business through strong business development skills, sound investment product knowledge, and a passion for building relationships.This key role involves leading growth initiatives across diversified investment strategies and product lines with...

Senior Manager OpportunityThis role offers a unique chance to lead and grow our family office division, focusing on superannuation strategy and advisory.The ideal candidate thrives on challenge, is passionate about client service, and transforms compliance into proactive advisory.Driving efficiencies in compliance workflows will unlock capacity for strategic...

At the forefront of private wealth advisory services, we provide end-to-end solutions to high-net-worth families and businesses.We pride ourselves on delivering deep technical expertise, collaborative culture, and a focus on long-term client relationships.Your role will involve tax advisory, tax compliance, and family office services - including structuring,...

Family Office Advisory RoleSeeking a seasoned professional to develop and grow advisory services, focusing on family wealth structures and superannuation advice. This leadership opportunity requires the ability to drive compliance efficiencies, facilitating in-depth advisory conversations.Presentation skills are crucial for translating complex information...

Establish a high-performing Family Office advisory service that drives growth and client satisfaction.About the Role:Develop strategic plans to expand our Family Office offerings, leveraging expertise in compliance and regulatory requirements.Provide tailored superannuation advice to family wealth structures, enhancing client trust and confidence.Promote...

About usWe partner with high-net-wealth families and businesses to deliver end-to-end solutions in tax, succession, estate planning, wealth management, and structuring.You'll work closely with clients across industries, providing tax advisory, tax compliance, and family office services. Your role will involve structuring, Division 7A, CGT, trust losses,...