We have three amazing opportunities for the right people to join our company.

Senior Adviser – Equity Partnership

Are you an existing business owner that wants to move out of dealer land and be self-licensed, but doesn't want to deal with the day to day licensing requirements?

OR

Are you looking to leave an existing Licensee and build equity in an established firm with like-minded peers?

Financial Decisions is a boutique financial services firm offering a holistic financial services solution. Over the past 15 years we have built a team of professionals who provide the following services:

  • Tailored and model investment advice
  • Insurance advice
  • Mortgage broking
  • Tax & Accounting services
  • Business advisory and marketing consulting services
  • Estate planning advice / legal
 

As a relationship-driven firm, we start with the premise that people do business with people they trust and want to build long-term partnerships with. Our belief is that our advisers need to have equity in the business as it develops behaviours that are aligned to our clients and each other.

We are looking for like minded advisers who understand the benefits of being self-licensed and who are passionate about being the conduit for all their clients' financial needs. We are after partners who will continue to grow Financial Decisions and ultimately form part of our succession plan for our senior advisers.

You will have an existing client base, or the ability to immediately grow a business over the next 12 months. Your compensation is based on your contribution to the firm and equity participation.

Financial Decisions will provide the following resources and services to assist managing your clients:

  • Para-planning
  • Product Research
  • Compliance
  • Brokerage
  • Marketing
  • Education
  • Practice Management
  • Office Services

If this sounds like something that interests you, then we have a plan that will help you grow your existing client base organically, transition existing Financial Decisions clients to you and have greater share of wallet through the other services we offer.

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Investment Officer

We have an excellent opportunity for someone to assist our Chief Investment Officer. This is a full time role based in our Mona Vale office. If you are degree qualified with an investment background and experience in the following, please give us a call.

  • Stock analysis for inclusion on APL
  • Model Portfolio Construction
  • Manage client portfolios
  • Provide recommendations
  • APL policy document update
  • Compliance
  • Execution of trades
  • Assist with newsletters

You will be mentored by our highly respected CIO, Albert Lee, and as the role expands, undertake a diverse range of duties including:

  • Client interaction
  • BDM/Fund Manager meetings
  • Personalised recommendations for HNW clients
  • Attend client reviews
  • Participate in investment committee meetings

This is an amazing career opportunity for the right applicant! 

Send your resume to info@financialdecisions.com.au or speak with our HR department for more information on (02) 9997 4647.

 
 

Junior Assistant Accountant / Accounting Administrator

We are looking for a full time Junior Assistant Accountant (degree qualified) or an experienced Accounting Administrator that will assist with the following;

  • SMSF Administration and accounting using Class Super
  • Preparation of Income Tax Returns using Handisoft (experience in Handisoft preferred)
  • Lodging BAS and IAS
  • Manage Job Flows via Handisoft
  • Liaising with ATO to solve client tax issues
  • General Administration

At Financial Decisions we pride ourselves on our culture – maintaining a high level of professionalism while also having fun!  If you are looking for a career in the finance industry and would like to join a team of high achievers with integrity and mutual respect, please send your resume to info@financialdecisions.com.au or phone (02) 9997 4647 and speak to our HR department.