I
Application
Step 01
A CV and a cover letter, in your own words. We read both. We respond within five business days regardless of outcome.
Careers / FY26 intake
A profession, not a job.
Fifty-five colleagues. Twenty-two financial advisers. One commitment to building careers — not filling seats. Every hire we make is intended to be here in five years.
Open positions
4 positions open.
All positions are based in our Perth office. Most include study support and a structured pathway through professional certification.
I
Client Services Officer
Client Experience · reports to Lisa Kwan
II
Compliance Analyst
Compliance & Risk · reports to Annabel Tan
III
Marketing & Content Coordinator
Client Experience & Marketing · reports to Lisa Kwan
IV
Paraplanner
Financial Planning · reports to Naomi Street
The hiring process
Three meetings.
A small firm cannot afford to hire wrong. We take the time to be sure — and we expect you to do the same.
II
Interview
Step 02
An hour with the hiring manager and one of the firm's principals. We will discuss the work, your interest in financial services, and your professional aspirations.
III
Offer
Step 03
References, then a written offer including salary, study support, and professional development plan. Decisions within ten business days of the second meeting.