Financial Planning Talent Update
Monthly talent update for Financial Planning in Australia.
Snap up your next Adviser whilst they're hot on the market!
All candidates have been interviewed and screened ready for you to meet and engage.
On average we speak with 100 Advisers a month across Australia & Asia. We like to dig a little deeper to identify the top talent and rising stars in Australian Financial Planning. Our assessment covers many areas, here's a snapshot:
- Ethics & Professionalism - FASEA ready
- Values, Personal & Advice
- Advice Specialisation & Experience
- Client Profiles & Demographic
- Major Drivers & Motivations
- Ambitions & Sector Preference
Profiled Adviser of the month:
Senior Financial Planner / Advice Leader / Book $50k - REF# NSW1941
Senior Financial Advisor and leader with 12 years experience specialising in SMSF strategies and geared investments, Proven track record engaging clients, delivering cash flow modelling and holistic financial advice for busy professionals & HNW clients.
Utilises knowledge and experience to foster team engagement and drive business revenue.
Locations: Sydney CBD, Inner metro
Don't see what you're looking for ?
Contact us to discuss your requirement and well find it for you, on our books or in the market.
