Financial Planner

7 days ago

Ivanhoe Victoria, Australia O'Brien Business Consultants Full time $90,000 - $120,000 per year

Empower lives. Shape futures. Grow with us.

At our core is the desire to empower our team and our clients to live their best life.

At O'Brien's, we help our people and clients live their ideal lifestyle through personalised, innovative, and values-led financial advice. We're seeking an experienced Financial Planner with strong commercial acumen and a growth mindset to join our collaborative team.

In this role, you'll work closely with our accounting and advisory clients to craft tailored financial strategies that support their goals and financial wellbeing. You'll be part of a client-first environment where integrity, innovation, and teamwork drive everything we do.

What You'll Do:

  • Develop personalised financial plans across investments, retirement, insurance, and estate planning
  • Work with clients with complex financial arrangements including trusts, SMSFs, and cashflow modelling
  • Help grow and shape the Financial Planning division
  • Collaborate with a multidisciplinary team to deliver holistic advice
  • Build internal relationships to generate referrals across divisions
  • Source new clients through your personal and professional networks
  • Educate and empower clients to make informed financial decisions
  • Stay ahead of market trends and regulatory changes

What You Bring:

  • FASEA qualifications, RG146 compliance, and a degree in financial planning (or similar)
  • Proven experience in financial planning or wealth management
  • Ability to coordinate advice delivery with other professionals
  • Deep understanding of financial planning processes and ethical compliance
  • A curious, growth-oriented mindset and a team-centric approach
  • Strong interpersonal and communication skills
  • A genuine desire to help people achieve their financial goals

Why O'Brien's?

Your future is our focus.

We invest in our people through training, development, and opportunities to grow—professionally and personally.

We're proud to deliver high-quality, personalised accounting and advisory services while fostering a high-performing, supportive team culture. Our commitment to excellence was recognised with Count's 2025 Equity Firm of the Year award.

What We Offer:

  • A fun, inclusive culture with social and wellbeing initiatives
  • Flexible working arrangements, salary packaging, and RDO trials (post-probation)
  • Professional development and peer-sharing across the Count Network
  • The opportunity to be part of a converged firm delivering integrated services
  • A workplace conscious of its environmental and community footprint

To learn more about us go to

Apply now and help shape the financial futures of tomorrow.

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