Paraplanner / Associate Planner- Ag Focus (Melbourne)

2 weeks ago

Melbourne, Victoria, Australia Dodgshun Medlin Full time $80,000 - $120,000 per year

You're a para-planner with three or more years' experience, looking for more from your chosen career. You want a country life but opportunity to rival the best in the business. You're not satisfied with being a 'para'. You want the real deal and to make big differences to the lives of clients from farming families to sophisticated investors. 

US

Dodgshun Medlin guides the rural enterprise and wealth strategies of farming and related industries throughout a broad sweep of regional Australia. We provide depth in all the professional services specialties – accountancy, tax, business improvement and support, finance, risk, wealth improvement and more – underpinned by an outstanding team of in-house agronomists. Our wealth people work within multidisciplined teams and are supported by all the data and advice they need to achieve outstanding outcomes. 

ROLE
  • Swan Hill base and/or Collins Street suite
  • Strong appeal to those with country roots or affinity with the land
  • 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
  • No selling required. Growth is organic through agronomy and accounting divisions
  • Diverse, inclusive, supportive workplace
  • Ethical business with commitment to sustainability and community engagement
NECESSARY
  • FASEA accredited or nearing qualification. 3+ years' experience
  • Working knowledge of platforms, investment instruments, superannuation and insurance
DESIRABLE
  • Experience/interest in working with primary producers and regional businesses
  • SMSF and gearing accreditation
  • Direct equity, aged care, Centrelink and X-PLAN experience
APPLY

Are you an accountant looking to explore a career in Financial Planning? Check out 

APPLY HERE, OR CALL FOR A CONFIDENTIAL DISCUSSION.

  • Paraplanner - Financial Planning

    6 days ago

    Melbourne, Victoria, Australia Nexia Melbourne Full time $80,000 - $120,000 per year

    At Nexia Melbourne, we don't just talk about potential — we nurture it, cultivate it and bring it to life. When you join our team, you'll work alongside talented professionals, gain exposure to diverse clients, and build a rewarding career in an environment that values growth and collaboration.We're seeking a Senior Paraplanner to join our experienced team...

  • Paraplanner

    2 weeks ago

    Melbourne, Victoria, Australia Lead Group Full time $60,000 - $90,000 per year

    About the CompanyAmazing opportunity for a Paraplanner to join a growing & vibrant Wealth Advisory team in Melbourne and kick start your career to becoming an AdvisorClear progression career path to Advisor Amazing, friendly & supportive teamAttractive Salary on offerAbout the RoleOur client who is a continuing success story is seeking a progressive...

  • Strategic Paraplanner

    2 weeks ago

    Melbourne, Victoria, Australia Ord Minnett Holdings PL Full time $90,000 - $120,000 per year

    About The Role:Ord Minnett is seeking a detail-oriented and proactive paraplanner to join our national paraplanning team. This role offers exposure to complex client scenarios and high-net-worth strategies, with opportunities to contribute to advice development and continuous improvement.You'll work closely with advisers and paraplanners to prepare...

  • Paraplanner

    6 days ago

    Melbourne, Victoria, Australia Equity Trustees Full time

    We are currently seeking a Paraplanner to join our Trustee & Wealth Services (TWS) Advice team. Reporting to the Manager, Paraplanning, this role provides high-quality support to EQT Financial Advisers through the preparation of Statements of Advice (SOAs), Records of Advice (ROAs), and financial modelling.This is a great opportunity for a detail-oriented...

  • Associate Adviser

    2 days ago

    Melbourne, Victoria, Australia Fuse Recruitment Full time $60,000 - $90,000 per year

    Are you ready to take the next step in your financial advice career? This is an exciting opportunity to join a highly respected wealth management firm that's passionate about helping clients achieve long-term financial prosperity and supporting you to become a future Financial Adviser. About Our ClientOur client is a well-established financial services...

  • Financial Planning

    6 days ago

    Melbourne, Victoria, Australia The Andersen Partnership Full time $80,000 - $120,000 per year

    Financial Planning Expressions of InterestAre you ready to progress you career inWealth Management?We are actively recruiting driven professionals acrossall experience levels -from entry to executive. Whether you're a seasoned expert or looking to make your mark in financial services, we have diverse, challenging roles that align with your aspirations....

  • Head of Financial Planning

    1 week ago

    Melbourne, Victoria, Australia Advice2Talent Full time $200,000 - $250,000 per year

    Senior Financial Adviser - Head of Wealth Division$190K + super + bonuses + EquityCosmopolitan Location South Melbourne / You may be able to see Albert Park from your windowState of A Grade officesDo you thrive in structured environments, leading a team, and driving client outcomes through process and strategy?About the ClientOur client is a...

  • Lawyer/Associate - Aged Care Law

    2 weeks ago

    Melbourne, Victoria, Australia Russell Kennedy Full time $80,000 - $120,000 per year

    Lawyer/Associate - Aged Care LawAn exciting opportunity exists for a Lawyer or Associate to join our Public Law and Regulatory Compliance team, with a focus on Aged Care Law. In this role, you'll work on a diverse range of matters involving regulatory compliance, litigation, administrative law, and statutory interpretation. The position also involves working...

  • Planner

    6 days ago

    Melbourne, Victoria, Australia Department of Transport and Planning Full time $60,000 - $120,000 per year

    Title: PlannerRequisition ID: 8640Work Type: Ongoing Full TimeFixed Term Period: Not ApplicableLocation: Melbourne - CBDDate Posted: 12 Nov 2025About UsWe create thriving places and connected communities. We bring together transport, planning, land use, precinct and policy functions in a single department to deliver the best outcomes for Victorians.Together...

  • Junior Planner

    6 days ago

    Melbourne, Victoria, Australia Colliers Full time $45,000 - $60,000 per year

    Company DescriptionWe are enterprising. What sets us apart is not what we do, but how we do it. Our people are passionate, take personal responsibility and always do what's right for our clients, people and communities. We accelerate their success by empowering them to think and act differently to drive exceptional results.We're proud to welcome over 160...