Our senior advisers bring depth of experience and leadership to the team. In this role, you'll provide complex advice to high-net-worth clients, mentor associate advisers, and help shape the strategic direction of client relationships. It’s a great fit for advisers who thrive on building trust, leading with insight, and delivering exceptional, values-based service.
As a senior adviser at 5 Financial, you’ll have the opportunity to work closely with clients who need thoughtful, well-structured advice across several areas of their financial life. This role suits someone who enjoys building lasting relationships, understanding the bigger picture, and helping clients make confident decisions through different life and business stages.
You’ll be trusted to lead important client conversations, develop tailored strategies and work with a broader team of specialists to deliver advice that is practical, clear and aligned with each client’s goals. The work may involve retirement planning, wealth creation, SMSFs, family wealth, succession planning or other complex advice needs where strong judgement and technical knowledge are essential.
A key part of this role is also helping others grow. You’ll support associate advisers and other team members by sharing your experience, providing guidance and helping maintain the high standard of advice 5 Financial is known for. It’s a hands-on leadership role for someone who enjoys mentoring, problem-solving and contributing to a positive team culture.
At 5 Financial, we value advisers who care about doing things properly. You’ll be part of a supportive, client-focused firm where integrity, collaboration and long-term relationships matter. For the right person, this is a chance to make a meaningful impact while continuing to grow professionally.