Financial Planner - Perth Financial Planning • Perth

At bdhSterling , we specialise in helping clients navigate complex financial journeys—particularly those with connections between Australia and the UK. As a multi-award-winning cross-border financial planning firm, we pride ourselves on delivering expert, holistic advice that empowers our clients to make confident financial decisions.

We’re now seeking a qualified Financial Planner to join our Perth-based team and provide tailored, long-term financial advice to our clients.

The Role

This is a client-facing role where you’ll build trusted relationships and provide end-to-end holistic advice.

Key Responsibilities

• Deliver high-quality, holistic financial advice aligned to clients’ life goals
• Work closely with in-house paraplanners and client services teamto streamline advice delivery
• Maintain compliance with Australian financial services regulations (AFSL)
• Stay current with changes in financial legislation, products, and global financial trends

What You’ll Bring

What We Offer

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