HKS Financial Planning, based in Brisbane, is seeking a Head of Investments to lead the governance and ongoing development of our Managed Discretionary Account program. This senior role owns 15 model portfolios, guides portfolio construction and due diligence, and identifies new opportunities to benefit clients.
You will be at the center of investment governance, coordinating with our external asset consultant and supporting compliance across the MDA while communicating insights to advisers and
Head of Investments: Strategic Portfolio Lead for MDA in Brisbane employer: HKS Financial Planning
HKS Financial Planning is an exceptional employer that offers a unique opportunity for Risk Advisers to thrive in a supportive and collaborative environment. With an established client base, modern systems, and a strong focus on professional development, employees can enjoy significant autonomy while being backed by a dedicated team. Located in the vibrant Stones Corner area of Brisbane, HKS provides a culture that values growth, quality advice, and long-term client relationships, making it an ideal place for those seeking meaningful and rewarding employment.
