Associate Financial Planner–Partner with HNW Clients in a …, Neutral Bay

About Quinn Financial Planning Quinn Financial Planning is a boutique, multi-disciplinary financial services firm operating under our own AFSL. We're a team of Chartered Accountants, Certified Financial Planners, and Solicitors who collaborate to deliver truly holistic advice to high-net-worth (HNW) individuals and families. Located in Neutral Bay, our office offers a professional yet close-knit environment where you'll work alongside experienced advisers and specialists across tax, legal, and financial planning disciplines. We pride ourselves on integrity, excellence, and long-term client relationships. The Opportunity We're looking for an experienced Associate Financial Planner who's passionate about delivering strategic advice and building meaningful client relationships. This role offers the chance to work directly with our Principal – a Chartered Accountant, CFP®, and SMSF Specialist – and contribute to the development and implementation of tailored financial strategies for our valued HNW clients. You'll be involved in every stage of the advice process and supported to grow into a senior advisory role. Key Responsibilities
- Collaborate with the Principal to research and develop bespoke financial strategies.
- Prepare and present complex, strategic Statements of Advice (SOAs).
- Implement advice across superannuation, SMSFs, investments, retirement, and estate planning.
- Liaise with our in-house tax advisers and solicitors to deliver integrated, multi-disciplinary solutions.
- Prepare and present client portfolio reviews with value-add strategies aligned to client goals.
- Maintain high standards of compliance, documentation, and client service. What We're Looking For
- Minimum 5 years' experience in financial planning, ideally with HNW clients.
- Strong technical knowledge in superannuation, SMSFs, investment strategies, retirement planning, and estate planning.
- Proven ability to develop and write complex SOAs.
- Proficiency in XPlan and Microsoft Office.
- Excellent communication, time management, and relationship-building skills.
- High attention to detail and ability to work independently.
- Passionate about delivering quality advice and exceptional client outcomes.
- Must have completed an approved degree as part of FASEA requirements.
- Must be an Australian citizen or permanent resident with full working rights. Why Join Us?
- Be part of a respected boutique firm where your expertise is valued and your growth is supported.
- Collaborate daily with a highly experienced Principal and a close-knit team of professionals across financial planning, tax, and legal disciplines.
- Deliver truly holistic advice with direct access to in-house legal and tax experts—no silos, just seamless client solutions.
- Enjoy tailored professional development, ongoing mentoring, and a explicit pathway to a senior advisory role.
- This is an office-based role in our modern Neutral Bay office, but we understand that flexibility matters. For the right candidate, we're open to negotiating arrangements such as a compressed working week or permanent part-time.
- Thrive in a culture that values integrity, excellence, and long-term client relationships—not just transactions. How to Apply If you're ready to take the next step in your financial planning career and join a firm that values collaboration, professionalism, and client success—we'd love to hear from you. ???? Apply via "Quick Apply" on SEEK ???? Or email your CV and cover letter to All applications will be treated in strict confidence. Please note: Only shortlisted candidates will be contacted. Successful applicants must pass a police check and provide proof of right to work in Australia. ???? Learn more about us: ???? quinnfinancialplanning.com.au ???? linkedin.com/in/peterquinn1quinngroup Apply on Kit Job: kitjobau.com/job/3r3yl5