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3 Days AgoSaved
In-Office
Sydney, New South Wales, AUS
Senior level
Senior level
Fintech • Software • Financial Services
Provide end-to-end, high-quality financial planning and complex advice to members, including high-net-worth clients. Drive business development, deliver seminars and client education, maintain governance and compliance, mentor associate advisers, and contribute to advice innovation and efficiency (including AI tools). Sydney-based with a 60% in-office commitment.
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