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Paraplanner / Associate Planner - Ag Focus
Dodgshun Medlin —Swan Hill VIC
Paraplanner / Associate Planner- Ag Focus
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Paraplanner / Associate Planner - Ag Focus
Dodgshun Medlin —Swan Hill VIC
Direct equity, aged care, Centrelink and X-PLAN experience. Dodgshun Medlin guides the rural enterprise and wealth strategies of farming and related industries…
Paraplanner / Associate Planner- Ag Focus
Dodgshun Medlin —Melbourne VIC
Direct equity, aged care, Centrelink and X-PLAN experience. Dodgshun Medlin guides the rural enterprise and wealth strategies of farming and related industries…

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Paraplanner / Associate Planner - Ag Focus

Dodgshun Medlin
Swan Hill VIC

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Job Details

Qualifications

Investment

Full Job Description

You’re a para-planner with three or more years’ experience, looking for more from your chosen career. You want a country life but opportunity to rival the best in the business. You’re not satisfied with being a ‘para’. You want the real deal and to make big differences to the lives of clients from farming families to sophisticated investors.

US

Dodgshun Medlin guides the rural enterprise and wealth strategies of farming and related industries throughout a broad sweep of regional Australia. We provide depth in all the professional services specialties – accountancy, tax, business improvement and support, finance, risk, wealth improvement and more – underpinned by an outstanding team of in-house agronomists. Our wealth people work within multidisciplined teams and are supported by all the data and advice they need to achieve outstanding outcomes.

ROLE

Swan Hill base. Collins Street suite
Strong appeal to those with country roots or affinity with the land
Research, modelling, documentation and preparation of applications
Coordination, communication, attention to compliance and record keeping
Client facing; relationship building
Opportunity to grow via educational and mentoring support
No selling required. Growth is organic through agronomy and accounting divisions
Diverse, inclusive, supportive workplace
Ethical business with commitment to sustainability and community engagement

NECESSARY

FASEA accredited or nearing qualification. 3+ years’ experience
Working knowledge of platforms, investment instruments, superannuation and insurance
Willingness to base in Swan Hill

DESIRABLE

Experience/interest in working with primary producers and regional businesses
SMSF and gearing accreditation
Direct equity, aged care, Centrelink and X-PLAN experience

APPLY

APPLY HERE, OR CALL 1800 329 888 FOR A CONFIDENTIAL DISCUSSION.

Apply Now

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Paraplanner / Associate Planner - Ag Focus

Paraplanner / Associate Planner- Ag Focus

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US

ROLE

NECESSARY

DESIRABLE

APPLY

APPLY HERE, OR CALL 1800 329 888 FOR A CONFIDENTIAL DISCUSSION.

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