A HIRING SOLUTION BUILT AROUND YOUR BUSINESS
Let's find the right Financial Planner Associate Adviser Financial Adviser Tax Accountant Loan Processor Executive Assistant fit for you
Get a personalised quote for your offshore hiring needs.
AUSTRALIAN TALENT POOL
Ready-to-Hire Australian Professionals
Explore our latest pool of pre-screened Australian candidates across administration, customer service, finance, marketing, and specialised industries.
Our candidate pool is updated every two weeks, giving employers access to professionals who are actively seeking new opportunities and available for permanent, contract, part-time, or temporary roles.
Browse the profiles below to find candidates that match your requirements. If you’d like to learn more about a candidate or arrange an interview, simply submit an enquiry using the form at the bottom of this page.
AUSTRALIA-BASED
financial adviser
ID: 39889578
Salary Expectations:
$150K - $160K + Super
An experienced Financial Adviser with a decade of expertise delivers comprehensive,client-centric financial advice. Specializing in high-net-worth and ultra-high-net-worth individuals, pre-retirees, retirees, and complex multi-entity structures such as SMSFs and family trusts, the candidate excels at taking over inherited client books, rebuilding trust, and maintaining deep ongoing relationships.
Throughout their career, the candidate has managed and co-managed client portfolios of up to 120 client groups while driving new business through referral networks with accountants, solicitors, and brokers. Their background spans full retail advice including retirement planning, investment modeling, superannuation, and risk insurance, alongside specialized risk and remediation assessment roles evaluating advice scenarios and compliance standards.
The candidate's technical capabilities are supported by a strong educational foundation, holding a Master of Financial Planning, a Bachelor of Laws, a Bachelor of Commerce in Accounting, and completion of the FASEA exam.
ID: 39858959
Salary Expectations:
$220K + Super
With nearly 30 years of experience in the finance industry, this professional brings a strong background spanning commercial business management, chief financial officer responsibilities, and strategic financial advice. They possess extensive expertise in managing high-net-worth client portfolios, family office accounts, and cross-functional teams, specializing in holistic financial planning, tax structuring, risk management, and succession strategies.
Earlier in their career, they led business operations and financial strategy across complex property development and multi-unit franchise sectors, overseeing major multi-million-dollar portfolios. Key achievements include executing digital transformations, implementing effective cost-reduction initiatives, and steering complex regulatory and tax compliance requirements. Known for strong stakeholder management and team leadership, they excel at driving strategic business growth, improving profitability, and delivering high-value advisory services.
ID: 40003568
Salary Expectations:
$150K - $160K + Super
This financial professional brings 12 years of experience spanning institutional trading desks and direct personal advice. Their career began in Paris as a financial analyst and quantitative trader, managing, pricing, and hedging multi-billion-euro investment and structured savings portfolios. Leveraging Python and advanced modeling, they developed automated pricing tools that significantly reduced operational risk and cut annual rebalancing costs by over a million euros while navigating major market disruptions with zero limit breaches.
Transitioning to direct advice in Sydney, they initially led technical analysis and paraplanning, rebuilding firm-wide modeling templates to cut report turnaround times in half. Now serving directly as a financial planner, they manage millions in funds under advice across superannuation, retirement, SMSF, and insurance portfolios. Combining trading-desk rigor with clear communication, they excel at building compliant advice systems, growing referral networks, and delivering optimized balance sheet strategies for client households.
AUSTRALIA-BASED
ASSOCIATE ADVISERS
ID: 40050333
Salary Expectations:
$90K + Super
A dedicated superannuation and financial services professional with over seven years of experience specializing in member service, complex enquiry resolution, and financial advice support. The candidate's career progression demonstrates a strong trajectory from initial corporate concierge and transaction support roles into client engagement, member advocacy, and advisory consulting. Throughout these positions, key responsibilities have included conducting structured discovery conversations, delivering general advice, triaging complex matters, and coordinating with cross-functional stakeholders to achieve high-quality outcomes while maintaining strict regulatory compliance.
The candidate possesses deep knowledge of superannuation legislation, tax rules, insurance, and Xplan administration. Career highlights include achieving a 9.5/10 customer satisfaction rating, consistently earning above-average performance KPI results, and completing the FASEA exam as part of the Financial Adviser Professional Year. Educational background includes a Graduate Diploma of Financial Planning, a Master of Marketing, and a Bachelor of Arts in International Relations.
ID: 34101488
Salary Expectations:
$95K - $100K + Super
This candidate is a Registered Financial Adviser with a comprehensive background spanning financial planning, corporate finance, accounting, and auditing. Beginning their career in external audit and business analysis, they gained extensive experience evaluating internal controls, conducting financial statement audits, and leading operational performance transformations. They also have a solid foundation in bookkeeping, financial reporting, and financial modeling across diverse sectors, including healthcare and global consulting firms.
Transitioning into wealth management, the candidate developed deep expertise in compliance, client service administration, and paraplanning. They have successfully managed portfolios of up to 200 clients, crafting holistic financial advice across superannuation, personal insurance, tax strategies, and retirement planning. Proficient in specialized advice software like Xplan, they consistently drive operational efficiency, ensure strict regulatory compliance, and deliver tailored strategies to help clients build and preserve long-term wealth.
ID: 12993296
Salary Expectations:
$100K + Super
This seasoned financial services professional offers extensive experience in client relationship management, financial planning support, and advisory roles. Progression through roles such as Financial Planning Support Associate, Client Relationship Manager, and Associate Advisor highlights a strong trajectory of advancing responsibilities in client service delivery and operational execution. Key career milestones include preparing comprehensive client documentation, conducting detailed research on financial products, executing Statement of Advice implementations, and optimizing client review procedures.
Demonstrating a robust commitment to professional growth, the candidate holds a Bachelor of Business in Financial Planning alongside a Graduate Certificate and ongoing Graduate Diploma studies. Proficient in industry-standard software platforms, they excel at maintaining file compliance, supporting investment committees, and conducting client meetings. Their combination of technical accuracy, regulatory expertise, and dedication to building authentic client relationships makes them a highly efficient contributor to financial advisory teams.
AUSTRALIA-BASED
PARAPLANNERS
ID: 40143332
Salary Expectations:
$90K - $100K + Super
This candidate is an experienced financial planning professional with over a decade of expertise in paraplanning, strategy formulation, and financial accounting. Throughout their career, they have specialized in constructing compliant Statements of Advice across complex scenarios, including superannuation, pensions, retirement strategy, and risk insurance. They possess advanced technical proficiency in major financial modeling and advice software, alongside accounting experience preparing financial statements and tax filings for self-managed super funds.
Beyond technical research and strategy development, the candidate has demonstrated strong leadership capabilities in management roles. They have successfully led distributed, cross-border teams across multiple countries, overseeing workflow allocation, implementing quality assurance standards, and mentoring junior staff. Holding a Master of Finance and a Diploma of Financial Planning, they bring a comprehensive blend of leadership, strategy modeling, and regulatory compliance expertise to adviser support roles.
ID: 40155045
Salary Expectations:
$100K + Super
An experienced wealth management and financial services professional with a strong track record across paraplanning and investor administration. Specializing in financial strategy formulation, the candidate has consistently delivered compliant, customized Statements of Advice (SOA) and Records of Advice (ROA) across superannuation, investment, insurance, and pension sectors. Their expertise encompasses advanced financial modeling, product cost comparisons, capital projections, and insurance research, backed by proficiency in key financial CRM systems and software.
Throughout various roles, the candidate has successfully partnered with advisers to translate complex financial data into actionable client insights while managing peer advice reviews and regulatory compliance. Their background includes hands-on experience in end-to-end investor account administration, trading account establishment, investment platform transfers, and policy implementation. With a strong educational foundation combining financial planning and technology, the candidate consistently drives operational efficiency, data accuracy, and high-quality portfolio reporting within licensed AFSL environments.
ID: 39970631
Salary Expectations:
$85K + Super
This candidate is a seasoned financial planning and advice professional with over a decade of progressive experience in paraplanning, financial advisory, and operations. Their career is anchored by extensive expertise in producing compliant Statements of Advice (SOAs) and Record of Advice (ROAs), financial modeling, and complex insurance strategy development. Proven as a key driver of organizational expansion, they played a pivotal role in scaling team workforce by over 100% and revenue by over 50% in a single year, earning consecutive industry award nominations as Paraplanner of the Year.
Earlier in their career, the candidate established strong analytical and technical foundations in application support, root-cause analysis, and research auditing within the technology and financial data sectors. They hold a Bachelor’s degree in Management Economics along with specialized financial services RG146 qualifications. Known for high-impact leadership and mentorship, they excel at optimizing workflow processes, navigating financial planning software, and building trusted, long-term stakeholder relationships.
FAQ
Thinking About Hiring Onshore?
How often is the candidate pool updated?
Our Australian candidate pool is updated every two weeks to ensure candidate information and availability remain as current as possible. As the employment market moves quickly, we encourage employers to enquire about suitable candidates as soon as possible.
How do I know I'm getting someone capable?
Yes. Every candidate featured in our pool has undergone an initial screening process conducted by our recruitment team. This may include reviewing employment history, qualifications, technical skills, communication abilities, and overall suitability for the role. Our screening process helps save businesses valuable time during recruitment.
Can I request additional information about a candidate?
Absolutely. The candidate summaries displayed on this page are designed to provide a snapshot of each professional’s background and experience. If you would like more information about a specific candidate, simply submit an enquiry and our team can provide additional details, discuss suitability for your requirements, and answer any questions you may have.
Interested in a Candidate?
Complete the enquiry form below and our team will be in touch to discuss availability, provide additional information, and help you take the next steps toward building your offshore team.