BG Private is one of Australia’s leading Accounting, Audit and Advisory firms. Proudly ranked among the AFR Top 50 Accounting Firms nationally, we are recognised as a leading practice in both Melbourne and Sydney. Our team of 16 Partners and 120 staff are committed to excellence and client satisfaction, helping over 7,000 clients achieve their personal and business goals. We are constantly pushing the boundaries with our innovative work practices and cutting-edge solutions and believe in creating a fulfilling and inspiring work environment where our people can thrive.
At BG Private, we are committed to continuous development and career progression. Our people are our most valuable asset, and we provide clear pathways for leadership and partnership opportunities. You will be mentored by industry-leading professionals dedicated to your growth and success, with opportunities to collaborate and contribute meaningfully.
Up to 16 weeks paid parental
Volunteer and 2 days wellness leave per annum
Hybrid and flexible working arrangements
BG Skills Academy to accelerate your professional development
Financial support for postgraduate studies and paid professional memberships
Health and wellbeing initiatives, including EAP and annual flu vaccinations
Regular social events, including open bar on Fridays and regular in-house morning teas
Discounted gym memberships
Fully reimbursed all-day parking
Direct access to partners
Our team is growing again and we are seeking a dedicated and client-focused Financial Advisor to join us. In this role, you will provide ethical, compliant, and comprehensive financial advice tailored to individual client needs. You will play a key role in helping clients achieve their financial goals through strategic planning, product recommendations, and ongoing relationship management.
Using your technical expertise, a typical week would include:
Conduct thorough financial assessments to understand clients’ current financial situations, goals, and risk tolerance
Provide comprehensive, compliant, and ethical financial advice aligned with clients’ best interests
Proactively identify opportunities to enhance clients’ financial wellbeing and develop customised financial plans
Recommend suitable financial products and services that align with clients’ objectives and market conditions
Ensure financial plans remain current and effective through regular assessments and updates
Build and maintain strong, long-term relationships with clients through regular communication and exceptional service
Respond promptly to client enquiries and provide ongoing support and education
Identify and pursue new business opportunities to expand the client base and drive growth
Ensure strict adherence to all legislative, regulatory, and professional standards
Collaborate with internal teams to deliver seamless, integrated client service
Tertiary Degreein finance, financial planning, business or a related degree
RG146, CFP or other recognised financial planning qualification
3-5 years’ proven industry experience as a Financial Advisor
Strong knowledge of financial products, investment strategies, and regulatory requirements
Excellent interpersonal, written, and verbal communication skills
High ethical standards and a client-first mindset
Exceptional time management skills and the ability to prioritise effectively
Highly organised with strong attention to detail
Ability to work collaboratively in a team environment
Experience using XPLAN is highly regarded
BG Private…For Today, Tomorrow & Beyond.
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Financial Advisor • Melbourne, AU
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