Money Management Opportunities

financial services group financial planning group insurance CFP high net worth financial planning practice national australia bank

22 June 2000
| By Anonymous (not verified) |

FINANCIAL PLANNERS

Location: Professional financial planning practice, Perth

Description: Financial planners with varied skills and areas of expertise required for innovative group. Excellent training and support will be provided.

Contact: Lynndy Young on Ph: 0413-880052

Source: www.advisersolutions.com.au 12/6/00

FINANCIAL PLANNERS

Location: Professional financial planning practice, Perth

Description: Financial planners with varied skills and areas of expertise required for innovative group. Excellent training and support will be provided.

Contact: Lynndy Young on Ph: 0413-880052

Source: www.advisersolutions.com.au 12/6/00

FINANCIAL PLANNER

Location: Financial services group, Brisbane

Description: CFP and/or advisers with sound technical knowledge and leadership skills.

Contact: Lynndy Young on Ph: 0413-880052

Source: www.advisersolutions.com.au 12/6/00

FINANCIAL PLANNER

Location: Financial planning practice, Adelaide

Description: Experienced financial planner required to build and maintain high net worth client base. Full administrative support provided.

Contact: Lynndy Young on Ph: 0413-880052

Source: www.advisersolutions.com.au 12/6/00

FINANCIAL PLANNER

Location: Accounting practice, Melbourne

Description: Five to ten years experience, preferably CFP qualified to advise high net worth clients.

Contact: Anne Fish on Ph: 03-9533-5851

Source: www.advisersolutions.com.au 12/6/00

FINANCIAL PLANNER

Location: Financial planning practice, Melbourne CBD

Description: Experienced financial planners with proven ability to provide strategic advice and present financial plans to clients. Experience in DIY funds preferred.

Contact: Anne Fish on Ph: 03-9533-5851

Source: www.advisersolutions.com.au 12/6/00

FINANCIAL PLANNERS

Location: Dealer group, Melbourne.

Description: To provide strategic advice and present financial plans to clients. Completed or currently undertaking DFP.

Contact: Anne Fish on Ph: 03-9533-5851

Source: www.advisersolutions.com.au 12/6/00

GRADUATE FINANCIAL PLANNER

Location: Superannuation group, Perth

Description: Degree qualified with financial discipline. Growth opportunity with training provided.

Contact: Nicole Mitchell on Ph: 08-9321-0000

Source: The West Australian 10/6/00

FINANCIAL PLANNER

Location: Financial planning group, Melbourne

Description: Develop long term business relationships. Experience in similar role. DFP1&2 required. $60K

Contact: Nicki De Lorenzo on Ph: 03-9615-6335

Source: The Age 10/6/00

MANAGER, FINANCIAL PLANNING

Location: National Australia Bank, Melbourne

Description: Current experience as a financial planner or paraplanner. DFP qualifications. Extensive training provided.

Contact: Human Resources on email [email protected]

Source: The Age 10/6/00

FINANCIAL PLANNER

Location: Financial planning group, Melbourne

Description: Experienced and highly qualified planner with skills in maintaining client base. $60-$80K.

Contact: Barry McLeod on Ph: 03-9866-3166

Source: The Age 10/6/00

FINANCIAL PLANNER

Location: Funds management group, Sydney

Description: Dealing with existing high net worth client base. Minimum two years experience. $120K

Contact: Alistair Holland on Ph: 02-9229-7163

Source: The Sydney Morning Herald 10/6/00

FINANCIAL PLANNER

Location: Funds management group, Sydney

Description: Existing client base and leads. Experienced in similar role. $70K

Contact: Holly Shelton on Ph: 02-9232-7800

Source: The Sydney Morning Herald 10/6/00

FINANCIAL PLANNER

Location: Financial planning group, Sydney

Description: Experienced and technically minded planner required to service existing client base and develop new business through leads. $60K

Contact: David Llewellyn on Ph: 02-9232-7800

Source: The Sydney Morning Herald 10/6/00

TRAINEE FINANCIAL PLANNER

Location: Financial services group, Gosford

Description: Currently studying the DFP with some industry experience. $50K package.

Contact: Holly Shelton on Ph: 02-9232-7800

Source: The Sydney Morning Herald 10/6/00

FINANCIAL PLANNER

Location: Financial planning group, Sydney

Description: Experience in sales and currently studying DFP. Some experience in financial planning is preferred. $45K

Contact: Holly Shelton on Ph: 02-9232-7800

Source: The Sydney Morning Herald 10/6/00

FINANCIAL PLANNER

Location: Financial planning and insurance group, Sydney

Description: Entry level position with some DFP studies. Further training in insurance provided. $40K

Contact: Kim Landy on Ph: 02-9221-0199

Source: The Sydney Morning Herald 10/6/00

SENIOR FINANCIAL PLANNER

Location: Financial services group, Melbourne

Description: Qualified accountant with specialist tax planning experience. $70-$110k

Contact: Barry McLeod on Ph/Fax: 03-9866-7138

Source: www.seek.com.au 10/6/00

FINANCIAL PLANNER

Location: Financial planning group, Newcastle

Description: Degree qualifications in Finance/ Commerce. Establish and maintain positive relationships with clients.

Contact: Kate Grob on Ph/Fax: 02- 4929-4756

Source: www.seek.com.au 10/6/00

FINANCIAL PLANNER

Location: Financial services group, Sydney

Description: Excellent knowledge of the financial services industry and investment products needed. You are currently studying or have completed DFP.

Contact: Di Treble on Ph: 02-9299-4444

Source: www.seek.com.au 10/6/00

FINANCIAL PLANNER

Location: Financial services group, Sydney

Description: Experienced planner required with mobile client base and the ability to merge your existing practice with that of our client.

Contact: Victoria Brunninghausen on Ph: 02-9299-4444

Source: www.seek.com.au 10/6/00

SENIOR FINANCIAL PLANNERS

Location: Financial planning group, Melbourne

Description: Large established referral network and client base. DFP or similar qualifications. Ability to deal with small business and retail clients. Fluency in Italian or Greek an advantage. $120K

Contact: Andrew Tate on Ph: 03-9963-6300

Source: www.seek.com.au 9/6/00

FINANCIAL PLANNER

Location: Financial services group, Perth

Description: Ideally you will have 2 — 4 years experience in the financial services industry, a degree in a complimentary discipline, and studying towards your DFP.

Contact: David Baillie on Ph: 08-9485-2188

Source: www.seek.com.au 9/6/00

FINANCIAL PLANNER

Location: Financial planning group, Adelaide Hills

Description: Experienced planner required to service and grow existing client base. Must be an authorised representative and have completed DFP.

Contact: Verity Kingsmill on Ph: 08-8210-0600

Source: www.seek.com.au 9/6/00

FINANCIAL PLANNERS

Location: MLC Private Client Services, Sydney, Melbourne, Brisbane

Description: Several roles exist for graduates. Existing client base. Tertiary qualified and experience preferred.

Contact: Jane Davis on Ph/fax: 02-9964-3375

Source: The Australian Financial Review 2/6/00

FINANCIAL PLANNER

Location: Financial planning group, Sydney

Description: Managing and existing client base. Experience in financial planning with completion of DFP1.

Contact: Gavin on Ph: 02-9267-0733

Source: The Australian Financial Review 2/6/00

FINANCIAL PLANNER

Location: Financial services group, Adelaide

Description: Develop and build new client base as well as servicing existing clients. Tertiary qualifications along with DFP/SIA.

Contact: David Sladden on Ph: 08-8271-4133

Source: The Advertiser 3/6/00

FINANCIAL PLANNER

Location: Accounting firm, South Perth

Description: Rapidly expanding financial planning division seeking experienced and qualified planner.

Contact: Adrian Seale on Ph: 08-9367-8988

Source: The West Australian 3/6/00

SENIOR FINANCIAL PLANNER

Location: Financial services group, Brisbane

Description: Start-up operation in Brisbane. Internal referrals and lead sources available.

Contact: Meagan Knight on Ph: 07-3221-0044

Source: The Courier-Mail 3/6/00

SENIOR FINANCIAL PLANNER

Location: Arthur Andersen, Brisbane

Description: Establishing financial planning division Australia-wide with access to high net worth client base. Commence operations in Brisbane.

Contact: Meagan Knight on Ph: 07-3221-0044

Source: The Courier-Mail 3/6/00

JUNIOR FINANCIAL PLANNER

Location: Acco

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