Driftwood Group

Financial Planning Associate



  • Specialist Boutique Advisory Firm – Sydney CBD
  • Professional Environment with Great Career Progression
  • Customised, Creative Financial & Investment Solutions for a Diverse Clientele


My client, a specialist platoon of Financial Planning and Investment Strategists is hot on your trail…this crack squad has a gap to fill in their ranks, and you need to punch above your weight to qualify.

They’re willing to go the extra mile to track down this rare breed of individual, and help train them in their ways.

Part hunter, part administrator, if you’re armed with an RG146 , networking skills of high caliber, and an ability to juggle from your time in the jungle – it could be YOU they’re looking for!

As an Associate Financial Planner, you have already embarked on your journey, but now it’s time to join the big-leagues and build confidence and skills to progress up the ladder. In this incredible opportunity you will be:

  • Providing high-level assistance to the Senior Financial Planner (SFP) and team
  • Developing skills toward progressing to Financial Planner yourself
  • Presenting , organising, reporting , minute-taking, administering and the like
  • Preparing Statements of Advice & Records of Advice for the SFP
  • Building your own client base as you proceed – on-boarding and advising as appropriate
  • Supporting the organsations’ referral network to maintain inwards business flow
  • Maintaining and strengthening relationships with Clients and Network partners
  • Leading meetings and client discussions as you grow into a Financial Planner
  • Backing up the team in any way you can to ensure the business thrives


If you’re degree-qualified, RG146 certified and like the idea of hitting the target to reach the next level – Financial Planner – then you are just the kind of Associate this company is hunting for.

Pack up your kit , polish those boots and sign here to charge into the next step in your career.

APPLY NOW – yvonnekelly@driftwoodgroup.com.au


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Driftwood Group

Driftwood Group