Agricultural Financial Planner

5 days ago


Melbourne, Victoria, Australia Dodgshun Medlin Full time

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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