Wealth Fundamentals are a privately owned financial planning firm based in Indooroopilly, providing personalised, high-quality advice and building long-term relationships with our clients. Our client base includes young professionals, pre-retirees and retirees, including clients with SMSFs. Due to ongoing growth, we are looking for an Associate Financial Planning Adviser to join our team and work closely with our two Lead Advisers. We’re a young, collaborative and supportive firm that genuinely values culture, work-life balance and professional development. This is an exciting opportunity to join a growing team where you’ll be mentored, challenged and supported as you build your career. About the Role This is a hands-on, client-facing role where you will work closely with advisers, be present in client meetings and support the creation and implementation of advice strategies. You’ll play a key role in ensuring advisers are well prepared, client action items are followed through efficiently, and advice outcomes are delivered to a high standard. Key Responsibilities Attend joint client meetings with advisers Regularly liaise with clients and stakeholders Support advisers with meeting preparation and post-meeting outcomes Work closely with client services and implementation teams Xplan modelling and maintaining accurate client records Ensure actions and workflows are completed in a timely manner What We Offer A great opportunity to grow your career within an experienced advisory team Exposure to meaningful duties, advice strategies and active client interaction Pathway toward Professional Year Ongoing mentoring and development Supportive, team-focused culture Strong work-life balance Based in Indooroopilly, close to public transport and local amenities About You Minimum 1 year experience in financial planning Degree or higher qualification in finance, business or related discipline Must have Xplan experience Strong attention to detail and pride in your work Positive attitude and a collaborative approach If you’re looking to join a growing firm where you’ll gain direct adviser exposure, real client interaction and genuine career progression — we’d love to hear from you.
