Financial Planner

5 days ago

Greater Melbourne Area, Australia Lakeside Financial Full time $80,000 - $120,000 per year

Company Description

Lakeside Financial is a boutique financial services company dedicated to providing exceptional advice for individuals and businesses on wealth growth and protection. Having specialist advisors in different areas, Lakeside Financial offers a holistic approach with a broad range of products and services, including Personal Risk Insurance, Lending, Financial Planning, Wills and Estate Planning, and Accounting. Ross Hennig founded the company over 20 years ago with a vision of comprehensive financial advisory services. This vision is realised today as Lakeside Financial delivers financial planning, superannuation, investment, and personal risk insurance guidance under the Pareto Group license.

Role Description

This is a full-time, on-site role for a Financial Planner located in the Brighton, Melbourne. The Financial Planner will be responsible for developing and implementing financial plans for clients, conducting detailed financial analyses, and providing advice on personal financial planning, retirement planning, and investments. Day-to-day tasks include meeting with clients, reviewing their financial goals, and providing ongoing support and adjustments to their financial strategies.

Qualifications

  • AQF7 approved by ASIC/FASEA
  • Financial Planning and Personal Financial Planning skills
  • Certified Financial Planner designation
  • Expertise in Finance and Retirement Planning
  • Excellent interpersonal and communication skills
  • Ability to work independently and collaboratively within a team
  • Strong analytical and problem-solving abilities
  • Bachelor's degree in Finance, Economics, or related field
  • Experience in a financial advisory role is a plus

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