Steel Lake Advisory Services is a rapidly growing, highly regarded advisory firm in Australia seeking a motivated financial adviser to join a 5-star team at Warners Bay. You will immediately inherit and manage a warm portfolio of risk-only clients, delivering proactive reviews and identifying broader wealth opportunities.
You will provide ongoing advice across superannuation, investments, retirement, and risk protection, build rapport with clients, convert inquiries into engaged advisory
Holistic Wealth & Risk Advisor employer: FAAA Board, Financial Advice Association of Australia
Join a thriving financial planning practice in Merimbula, NSW, where you can enjoy a fulfilling career while living just minutes from stunning beaches and national parks. With an established client portfolio, strong support systems, and clear pathways for growth and equity opportunities, this role offers not just a job but a chance to shape your future in a vibrant community. Experience a work culture that values autonomy, long-term relationships, and a balanced lifestyle in one of Australia's most desirable coastal regions.
Contact Details:
FAAA Board, Financial Advice Association of Australia Recruitment Team
