Associate - PY Opportunity

2 weeks ago

Gold Coast, Queensland, Australia Profusion PAC Pty Ltd Full time $104,000 - $130,878 per year

About the Role

Step into a role within a high-performing, financial planning firm that's been operating for over 30 years, recently strengthened through strategic mergers. The team is committed to personalised, ethical, and client-focused financial planning 

You'll collaborate closely with experienced Senior Advisers to support clients across all stages—from discovery and strategy through to implementation and ongoing service.

What You'll Be Doing

  • Preparing review packs, advice briefs, financial models, and risk assessments
  • Assisting Senior Advisers with document preparation and client communications
  • Conducting research and contributing to tailored, holistic plans
  • Ensuring compliance and procedural standards are consistently met
  • Progressing your Professional Year, exam, and required qualifications

What's On Offer

  • Fully mentored Professional Year progression
  • Exposure to broad advice areas: superannuation, investment strategy, lending, tax, estate planning, aged care and more
  • Structured training, peer learning and opportunities for career progression

About You

You're driven to help clients achieve financial clarity and long-term outcomes, and bring:

  • Progress toward (or completion of) your Graduate Diploma in Financial Planning or Undergraduate Degree
  • Strong analytical, time‑management, and communication skills
  • High ethical standards and attention to detail
  • A proactive growth mindset and readiness to step into a professional advice role

Apply Now

Ready to work in a purposeful, client-first environment and fast-track your path to becoming a qualified Adviser? We'd love to meet you. For a confidential chat, call Ben MacKenzie on

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