• Highly successful boutique practice

• Excellent working conditions

• Attractive package

• Inner East


One of Australia’s successful boutique investment services practices, our client is

well-known for its commitment to the use of leading edge technology to gain a

winning edge for its clients. A friendly inviting environment and excellent working

conditions, and a practice that will recognise and value your contribution,

therefore you will NOT go unrecognised or rewarded.

This busy role will see you using the latest technology to the full as you

prepare SoAs, SoAAs,
RoAs and
review reports for presentation to clients.

You will also develop solutions for personal insurance strategies, support the work

of the in-house investment committee, undertake research and attend professional development workshops.

With experience gained in a small practice in the use of financial planning software

and the development of simple ‘Transition to Retirement’ strategies, you are able to

deal with Centrelink, Wrap Accounts and Structured Products, and have a good

understanding of self managed superannuation funds. Ideally you will have had exposure to direct shares.

Good communication skills, the ability to take new information and apply it to strategies and to

quickly learn new software will be useful attributes as you develop your career through 

external and internal training, possibly progressing into a financial planning role.

Applications in strict confidence should be addressed to

Nicholas Calvi,

Auslink Consulting Group
Suite 221 , 89 High Street Kew Vic 3101
Tel 03 9854 6344 

Fax 03 9854 6345


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Inner East
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