Financial Investment Advisor

1 week ago

Sydney, New South Wales, Australia Doo Group Full time $120,000 - $250,000 per year

About Us

Doo Financial Australia Limited is a licensed financial services provider regulated by the Australian Securities and Investments Commission (AFSL As a key entity under Doo Group — a global financial services conglomerate headquartered in Singapore — we offer multi-asset investment solutions including securities, managed funds, derivatives, and wealth management services to both retail and wholesale clients. With advanced fintech infrastructure and a commitment to compliance, we aim to reshape the investing experience across the Asia-Pacific region.

About the Role

We are currently seeking a motivated and qualified Financial Investment Advisor to join our growing team in Sydney. This role is ideal for an experienced financial professional who thrives in a dynamic, client-centric environment and is passionate about helping clients achieve their investment goals through tailored financial advice.

Key Responsibilities

  • Provide compliant, high-quality financial advice to retail and wholesale clients across a range of investment products (e.g. equities, funds, ETFs, derivatives).
  • Conduct client discovery meetings to assess financial objectives, risk tolerance, and investment preferences.
  • Prepare and present Statements of Advice and tailored investment proposals.
  • Build and manage long-term client relationships through regular portfolio reviews and performance reporting.
  • Monitor market trends and regulatory changes to ensure best-practice advice and strategy.
  • Collaborate closely with internal departments including compliance, trading, and product development.
  • Ensure adherence to ASIC regulations and internal compliance frameworks at all times.

Requirements

  • Bachelor's degree or higher in Finance, Economics, Insurance or a closely related discipline
  • At least 3 years' experience advising retail and/or wholesale clients on multi-asset portfolios
  • ASIC RG 146 accreditation (General and Personal Advice) with demonstrated application in practice
  • Strong understanding of international financial markets, investment products, and portfolio management principles.
  • Proven ability to build client relationships and maintain high ethical standards.
  • Excellent communication and interpersonal skills.
  • Mandarin or other Asian language skills highly regarded but not essential.
  • Experience with international client base is a plus.

What We Offer

Competitive base salary plus performance-based incentives. 

Access to a broad suite of global financial products and institutional-grade platforms. 

Supportive compliance and back-office team. 

Hybrid working environment (remote + Chatswood office). 

Career development opportunities within a rapidly expanding global financial group. 

Multicultural team and inclusive work culture.

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