Investment Advisers
This firm will suit Professional 'High Performing' Investment Advisers.
- Boutique Investment Firm
- Suits Professional HNW Advisers
- $150-200k + Transparent Revenue Share
Equity Plans
"Be part of the next chapter"
Investment Advisers
Melbourne | Sydney | Brisbane
Since 2004, this firm has provided expert investment advice to high net worth families and individuals.
The exclusive services, personalised approach and consistent performance means we are now one of Australia’s most trusted and best regarded Private Wealth Advisors.
With close to $1B FUA this is a modern firm, owned by employees sharing the same vision and values.
The exclusive service to a select number of clients allows a unique and tailored solution to meet individual investment objectives.
Services include:
- Wealth Management & Strategic Planning
- Tailored Portfolio Management
- Self-Managed Super Funds
- Research & MDA
This firm will suit Professional 'High Performing' Investment Advisers delivering personalised Investment services and strategic wealth planning to HNW families and individuals.
On offer is a generous salary to seed your business and market beating revenue share and equity plan.
If your assessing your options for the next 5-10 years please contact Dugald Braithwaite (0426 639 054) directly for a confidential discussion on your circumstances.