This is a full-time, on-site role located in East Perth for a servicing Financial Advisor. The Financial Advisor will be responsible for reviewing the advice needs of an existing book of fee-paying clients, developing tailored financial plans, providing retirement planning and investment recommendations, identifying client financial objectives, and offering strategic advisory services. The role involves maintaining strong client relationships, monitoring financial plans, and staying informed about market trends and changes in financial regulations.
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Financial Advisor • Perth, AU
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