Financial Adviser

3 hours ago

South Melbourne, Victoria, Australia Informed Financial Services Pty Ltd Full time $120,000 - $180,000 per year

Are you an experienced Financial Adviser looking for your next opportunity?

Join Informed Wealth Advisory, the newly established wealth management arm under the Informed Financial Services banner. We're a young, fast-growing finance practice backed by a strong team of mortgage brokers, referral partners, and directors with deep industry expertise.

We are seeking a motivated and experienced Financial Adviser (preferably with an existing book of clients) to join our dynamic team. You'll work alongside our in-house mortgage and finance brokers to service a warm database of clients from a $350m–$400m loan book, with the opportunity to grow your client base further through ongoing referrals and strategic partnerships. We also have numerous accountancy relationships that are established & require the right individual to create a mutually beneficial working relationship.


What's on Offer:
  • Base + Commission structure with strong earning potential
  • Leads Provided from an active loan book including in-house brokers and from our accounting/referral partners
  • Potential Equity Share in the business for the right candidate after qualifying period
  • Full Admin and Paraplanning Support – focus solely on client relationships
  • Established Referral Network JV's in place with accountants and in-house brokers
  • Flexible Working Arrangements – office, hybrid
  • Supportive, Collaborative Culture – no egos, just growth
  • Excellent office environment - Large floor planwith modern fit out (Video conferencing facilities & allocated parking on site)
  • Multiple Income Streams - Ability to cross refer clients to numerous in-house professionals including Private Funding & Equipment finance options.

Ideal Candidate:
  • A qualified Financial Adviser (minimum: approved Bachelor's degree or Graduate Diploma in Financial Planning)
  • Current authorisation under an AFSL and listed on the Financial Advisers Register (FAR)
  • Completed the Financial Adviser Exam (ASIC requirement)
  • Experience using Xplan, Risk Researcher, WealthSolver, and other industry-standard financial planning tools
  • Strong interpersonal skills with a genuine client-first approach
  • Self-starter with a commercial mindset and commitment to ethical advice
  • Preferably, an adviser with an existing book of clients looking to scale within a broader advisory ecosystem
  • Self-motivated and business-minded with the ability to hit the ground running with existing warm leads from our extensive network
  • An opportunity for a successful individual to move into a mentor/leadership role as the business grows
  • Preferably has an existing book of clients

For any further enquiries please call:

Ryan Wallace

Jay Buenaventura

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