AddressOpportunities:
- Salary range: $100,000 - $150,000 (based on experience)
- Hybrid
About the Role
As a Licensed Australian Financial Adviser (SMSF Specialist), you'll play a pivotal role in helping clients establish, manage, and optimize their SMSFs. You'll leverage your deep knowledge of SMSF regulations and investment strategies to provide personalized advice tailored to each client's unique needs and goals. This rewarding role requires strong technical expertise, exceptional communication skills, and a commitment to building long-term relationships with clients.
Responsibilities
- Develop and implement comprehensive SMSF strategies aligned with client risk tolerance, investment objectives, and retirement goals.
- Conduct thorough financial needs analyses and provide personalized investment recommendations based on market trends and regulations.
- Guide clients through the process of establishing and administering SMSFs, ensuring compliance with all legal and regulatory requirements.
- Prepare and present clear, concise, and easy-to-understand explanations of financial concepts and investment strategies.
- Maintain strong working relationships with clients, providing ongoing support and proactively addressing their concerns.
- Stay up-to-date on the latest SMSF regulations, investment trends, and market developments.
- Contribute to the growth and success of the team by collaborating with other Financial Advisers and support staff.
Key Skills & Qualities
- Holds a valid Australian Financial Services (AFS) Licence and SMSF Adviser Specialisation.
- Possesses 3+ years of experience as a Licensed Australian Financial Adviser, preferably with a focus on SMSFs.
- Demonstrates a strong understanding of SMSF regulations, investment strategies, and tax implications.
- Has excellent communication and interpersonal skills, able to build rapport with clients of diverse backgrounds.
- Enjoys building long-term relationships and providing exceptional customer service.
- Is a problem-solver with a strong analytical mind and attention to detail.
- Is highly motivated, self-directed, and able to work independently.
- Has a passion for helping people achieve their financial goals.
About us:
My SMSF is a Sydney-based accounting firm specializing in Self-Managed Superannuation Funds (SMSFs). We focus on empowering individuals to achieve financial freedom through property investment by providing:
- Tailored SMSF establishment: We collaborate with you to understand your financial goals and create an SMSF strategy that aligns with your property investment plans.
- Comprehensive SMSF compliance and administration: We ensure your SMSF adheres to all relevant regulations and handle all administrative tasks, freeing you to focus on growing your investment portfolio.
- Strategic property investment guidance: Our team offers valuable insights and support throughout the property investment journey, from selection to management.
- Empowering your financial future
At My SMSF, we believe everyone deserves the opportunity to build a secure financial future. We are passionate about helping individuals take control of their finances through personalized guidance and expert SMSF solutions.
Please note that while we do not offer advice it is still important to consult with a licensed financial advisor before making any investment decisions related to your SMSF.
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Freedom Property Investors: Build an empire of brick and mortar with, crafting your financial freedom one property at a time.
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