Job Description
Deliver high-quality, goals-based advice across superannuation, retirement, investments, personal risk, and estate planning......
Saward Dawson is an established Melbourne accounting and advisory firm with a substantial, loyal client base built over decades. We’re growing our Wealth Advisory team and looking for an experienced adviser who wants to build a growing client base.
You will enjoy a warm referral base from our internal departments, giving you a real and achievable path to building a meaningful client base from existing relationships of trust.
Alongside this, you will develop and cultivate your own external referral networks, broadening the firm’s reach and establishing yourself in the wider professional community.
What we offer
- The backing of an experienced Paraplanning and Client Services team, so you focus on advice and relationships.
- A modern advice technology stack and a genuinely collaborative, multi-disciplinary culture.
- The stability and reputation of a long-established professional services firm, a winning culture and a clear path to grow.
- A competitive remuneration package.
What you’ll do
- Deliver high-quality, goals-based advice across superannuation, retirement, investments, personal risk, and estate planning.
- Build trusted, lasting relationships with clients introduced through our internal referral network.
- Develop and cultivate your own external referral networks over time, broadening the firm’s reach.
- Lead discovery, strategy, and Statement of Advice presentation, supported end-to-end by our team.
- Maintain the high advice-quality and compliance standards our clients and reputation depend on.
What you bring
- 5+ years’ financial advice experience with strong technical foundations (super, investments, retirement, risk).
- A genuine relationship-builder who translates complexity into clear, client-friendly advice.
- A track record of establishing lasting client relationships with a high standard of compliance.
- ASIC Financial Advisers Register listing and current education/CPD standards.
If you’re an experienced, outcomes-focused adviser who wants to build warm and renewable client base with the backing of a respected firm – we’d like to talk.
Apply by submitting your resume and a brief cover letter via the 'Apply to this Job' button below.
Do Applicants need to have Permission to work in Australia?
Make it count.
Our desire is to come alongside your purpose and find innovative solutions to take you from where you are to where you want to be. Our experienced accountants will work with you to achieve your goals, in the best, most efficient and financially sound way possible. As your chosen accounting firm, you can be confident that we embrace changes in our own industry and are proud to be leading it in many areas.
Our team of over 70 staff are committed to delivering results across a diverse range of industries and we specialise and are passionate about serving you across our many services.
Make an impact.
Community is a big part of who we are. For over 40 years, Saward Dawson has been proud to serve our community and especially not-for-profits. We have taken the lead in the not-for-profit sector and are recognised as the go-to accountants for many organisations including churches, charities, education, and aged care.
As well as our knowledge and expertise in the not-for-profit sector, we are passionate about supporting our clients and community. This is why we began our Charity inFocus.
Our community includes those inside our office. We have a positive and supportive staff environment by regularly recognising the contribution our staff make to the firm and each other. We are committed to our staff by providing regular training, encouragement and a fun and safe work place.