Take ownership of an established client portfolio in Mildura with the flexibility to commute monthly from Melbourne or Adelaide. If you're ready to make a real impact in a thriving regional community, we'd love to hear from you.
Are you a motivated, client-focused Financial Adviser looking to take your career to the next level? We're seeking an experienced professional to join our Mildura team, providing strategic financial planning and investment advice to an established client portfolio that you will manage and grow.
Whether you're already based in Mildura, or looking to fly in or drive in on a monthly basis from Melbourne or Adelaide, we'd love to hear from you. If you're passionate about delivering results, building strong client relationships, and making a real impact in a thriving regional community, this is the role for you!
Your role, your contribution!
- Collaborate and communicate with clients to understand their financial objectives
- Provide strategic financial planning and investment advice
- Deliver outstanding outcomes for clients while meeting agreed growth and revenue goals.
- Develop relationships and prospect new opportunities through your strong business development expertise
Service, retain and deliver solutions to meet client needs
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The benefits of joining us!
- Compressed work fortnight: Enjoy a schedule that gives you every second Friday off, supporting better work-life balance without reducing your salary or hours
- Hit the ground running with an established client book — no cold starts, just meaningful relationships to build on from day one [BS1]
- Work as part of a highly regarded team in a collaborative environment
- Flexible advice role servicing a diverse client base across the region
- Competitive salary, flexible work options and more
Clearly defined career progression with strong growth opportunity
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What you bring to the role!
- Previous experience as a Financial Adviser who has successfully completed the Financial Adviser Exam and are currently registered on the ASIC Financial Advisers Register
- Proven experience providing comprehensive financial advice
- Exceptional relationship and stakeholder management skills
- Demonstrated knowledge and experience of SMSF
- A positive, proactive and result orientated focus with a strong commercial acumen
- Excellent oral and written communication skills
If this role sounds like a good fit – click on the apply button! We look forward to hearing from you.
Our Impact: Why Findex?
At Findex, we help clients manage, grow, and protect their financial future with confidence. Since 1987, we’ve become a leading Australasian provider of integrated accounting, advisory, and wealth solutions, delivered through our “Wealth Accountant” and Family Office models. With 2,500 professionals across 100+ offices, we combine local expertise with global reach and remain committed to supporting clients and communities in creating long-term financial security.
For the Community - The Findex Community Fund (FCF) is dedicated to giving back to the communities we serve. Since 2018, we have donated over $4.3 million to more than 800 charities across Australia and New Zealand. Collectively, our team has dedicated over 9,000 volunteer hours, making a tangible impact in their communities through personal engagement.
For our Customers - Together, Findex and Crowe champion the success of over 75,000 Australasian businesses, helping them grow with expert advice, fresh thinking, and top-tier professional services. Here, you’re empowered to work in a way that brings out your best — supporting your growth, your team, and the clients who trust us to make a real difference
For You - At Findex, we focus on developing our people first. With structured training and development opportunities, we allow our people to grow their career in a way that sets them up for success. We actively support our people by giving them extra support to external studies that is relevant to their role.
For Diversity & Inclusion - Findex is an equal opportunity employer. We value diversity and are committed to creating an inclusive environment for all employees and encourage applications from candidates with a variety of strengths, backgrounds and experiences.
