Agricultural Financial Planner
5 days ago
About Us
Dodgshun 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 agronomists.
Our Team
We are seeking a skilled and experienced Agricultural Financial Planner / Associate Planner to join our team in Melbourne.
Key Responsibilities
- Research, modelling, documentation, and preparation of applications
- Coordination, communication, attention to compliance, and record keeping
- Client-facing relationship building
- Opportunity to grow via educational and mentoring support
Requirements
- FASEA accredited or nearing qualification
- 3+ years' experience
- Working knowledge of platforms, investment instruments, superannuation, and insurance
Desirable Skills
- Experience/interest in working with primary producers and regional businesses
- SMSF and gearing accreditation
- Direct equity, aged care, Centrelink, and X-PLAN experience
About the Role
This is an exciting opportunity to join a dynamic and inclusive team, working with a diverse range of clients and stakeholders.
What We Offer
- Diverse, inclusive, and supportive workplace
- Ethical business with commitment to sustainability and community engagement
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