Unique Financial Planning Internship Opportunity

4 days ago

Sydney, New South Wales, Australia FinancialAdvisor Full time $40,000 - $60,000 per year

We are a boutique financial planning firm based near the Queen Victoria Building / Town Hall Station, Sydney (CBD).

Our clients are mainly time-poor, white collar professionals; and we provide holistic financial advice (on areas such as investments, private equity, cash flow, wealth creation, tax planning, risk strategies, superannuation, insurance, etc).

We are offering an
unpaid 3-month internship
to the right candidate to join our team in an entry level position, which will provide the successful applicant with relevant experience in the field of financial planning, through practical applications of their theoretical studies, and a brief overview and exposure to all aspects of the entire financial planning workflow (from client meetings, portfolio construction to back office functions).

It is an exciting opportunity to gain practical experience in all aspects of a fast paced commercial financial planning business with the potential for part or full-time employment at the end.

We are looking for a candidate who will be available during normal business hours (3 days a week, 9am - 5:30pm) at our Sydney CBD practice.

This would be a great experience for a student in Commerce, economics, business studies or applied finance or if you are completing a Diploma of Financial Planning or related degree in financial services - financial planning.

The ideal candidate will possess a high level of written and verbal English, as well as be able to demonstrate a keen interest in the financial planning industry (through general knowledge, or by completing relevant studies).

Applicants must also have full, ongoing, and unrestricted working rights in Australia.

The successful candidate for the internship will be offered a paid Associate Financial Advisor position near or at the end of the internship subject to suitability criteria such as cultural fit, skills level gained during the internship and availability.

Video message from our founder:

Please attach your resume to your submission and please do not apply if
any
of the following apply as you will
not
be considered:

  • You cannot physically attend our Sydney office 3 days a week

  • You do not possess (or currently studying) a financial planning, commerce, economics, business studies or applied financial qualification / degree. Accounting and actuarial degrees do not meet this requirement

  • You do not have full, ongoing and unrestricted working rights in Australia

  • Finance FastTrack Internship

    7 days ago

    Sydney, New South Wales, Australia 26 Degrees Full time $60,000 - $80,000 per year

    Program OverviewThis immersive two day a week, three-month internship program will give you valuable financial services industry experience, exposure to the tech behind the trading and what it takes to trade global markets. Interns will receive training from industry experts, mentorship from members of the executive team and be paid to learn in our new...

  • Summer Internship

    2 days ago

    Sydney, New South Wales, Australia Challenger Full time $60,000 - $90,000 per year

    Challenger Limited is an ASX-listed investment management firm managing $123.9 billion in assets (as at 30 June Life with us is fast moving and always exciting. Together we're driving to deliver our vision to provide our customers with financial security for a better retirement.We achieve this goal by providing a work environment where people from diverse...

  • Client Consulting Internship

    2 weeks ago

    Sydney, New South Wales, Australia FactSet Full time $60,000 - $90,000 per year

    FactSet creates flexible, open data and software solutions for over 200,000 investment professionals worldwide, providing instant access to financial data and analytics that investors use to make crucial decisions.At FactSet, our values are the foundation of everything we do. They express how we act and operate , serve as a compass in our decision-making,...

  • University First Nations Internship + Scholarship

    2 weeks ago

    Sydney, New South Wales, Australia MEGT Full time $40,000 - $60,000 per year

    Kickstart Your Career with Pitt & Sherry - First Nations Summer Internship & ScholarshipAre you a First Nations university student looking to gain practical industry experience while receiving support for your studies? Pitt & Sherry is offering a unique opportunity to take part in a paid internship and receive a scholarship to help with study costs. This...

  • Finance Sales Intern/Internship

    2 weeks ago

    Sydney, New South Wales, Australia Bacera Co Pty Ltd Full time $50,000 - $80,000 per year

    About Us:Founded in 2008 in Sydney, Australia, BCR is a global leader and award-winning financial services company with over 15 years of expertise and commitment to the financial services industry.Job Summary:We are looking for motivated and ambitious Sales Interns to join our dynamic team in the financial services industry. This is a fantastic opportunity...

  • Internship 2025/26

    2 weeks ago

    Sydney, New South Wales, Australia Zimmer Biomet Full time $60,000 - $80,000 per year

    At Zimmer Biomet, we believe in pushing the boundaries of innovation and driving our mission forward. As a global medical technology leader for nearly 100 years, a patient's mobility is enhanced by a Zimmer Biomet product or technology every 8 seconds.As a Zimmer Biomet team member, you will share in our commitment to providing mobility and renewed life to...

  • Internship Program – Business Services and Accounting

    5 days ago

    Sydney, New South Wales, Australia The Ark Accounting Corp. Full time $45,000 - $65,000 per year

    Internship Program – Accounting and BookkeepingLocation:Sydney, Australia (Hybrid or Remote Available)Company:The Ark Accounting CorpType:Internship (6 months, 2 days per week, unpaid – with potential for paid employment upon completion)Industry:Professional Services, Strategic Advisory, FinTech, ESGAbout The ArkThe Ark Accounting Corp is a purpose-led,...

  • Engineering Internship

    2 weeks ago

    Sydney, New South Wales, Australia Venus Automation Pty Ltd Full time $104,000 - $130,878 per year

    Venus Automation is looking for their next cohort of talented engineering interns. The opportunity is geared towards a university student with an electrical/mechatronics/mechanical engineering background. Students studying in junction with computer science are sought too. This opportunity is UNPAID - however interns do receive a weekly transport...

  • Summer Internship Program

    2 weeks ago

    Sydney, New South Wales, Australia Optus Full time $60,000 - $90,000 per year

    Optus is an Australian telecommunications company, delivering more than 11 million services to our customers every day across mobile, broadband and digital solutionsIgnite Your Early Career Journey…Ready to dive into a world where innovation meets impact? Get a head start by applying to our 2025 Optus Summer Intern Program and be the force behind...

  • Research Analyst Internship

    2 weeks ago

    Sydney, New South Wales, Australia KOSEC Full time $60,000 - $100,000 per year

    Research Analyst Internship - Full Time Position (Monday-Friday)About KOSEC:KOSEC – Kodari Securities, is one of Australia's most accomplished financial institutions, has established a legacy of expertise, strategic insights, and ground-breaking research. At the heart of KOSEC lies our mission: to empower investors with unparalleled knowledge,...