Specialist Financial Planner

jo3c32sarPhdAZRbScJfn2· Doctors Wealth
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📍 Herston, Queensland, AustraliaFull time

About this role

Specialist Financial Planner | Doctors Wealth

Location: Herston (2km from Brisbane CBD)

The Opportunity: A high-performing boutique practice seeking an ambitious Financial Planner to specialise in advice for doctors and their families.

Why Join Us? (Benefits & Culture)

  • Clear Career Pathway: Direct mentoring from the Principal to transition you into a specialist role.
  • Focus on Advice: Dedicated client service and paraplanning support so you can focus on strategy and relationships.
  • Strategic Input: Ability to help shape the future of the practice and participate in business planning/coaching groups.
  • Prime Location: Modern office near cafes and amenities, just minutes from the CBD.
  • Supportive Culture: A collaborative, positive environment where your growth is a priority.

The Role

Starting as an Associate Adviser, you will work closely with the Principal to master the unique financial landscape of medical professionals.

  • Client Management: Manage a group of key clients with full support.
  • Specialisation: Develop deep expertise in doctors' career trajectories, specialties, and financial challenges.
  • Growth: Actively retain and grow a client base of medical professionals.
  • Compliance: Maintain high ethical standards and regulatory excellence.

About You

You are a dedicated professional ready to break through a "career ceiling" and take on a long-term, key role in a growing practice.

Must-Haves:

  • Experience: Minimum 1 year as a qualified, FASEA-compliant Financial Planner.
  • Attributes: Proactive mindset, high attention to detail, and unquestionable integrity.
  • Spirit: A genuine passion for helping clients and a thrive-in-a-team attitude.

Nice-to-Haves:

  • Intermediate XPlan skills.
  • Experience in Personal Insurance (Life, TPD, Income Protection).
  • Cert IV in Finance/Mortgage Broking.

Who We Are: Doctors Wealth Planning

Since 2011, we have provided holistic, specialist wealth management to doctors across Australia. Our mission is to handle the financial complexities so our clients can focus on their life-saving work. We live by our values: Client First, Trust, Quality, and Continuous Improvement.

If this sounds like you "Please Apply"

Frequently Asked Questions

Is the salary disclosed for the Specialist Financial Planner position at jo3c32sarPhdAZRbScJfn2?
The salary for this Specialist Financial Planner role at jo3c32sarPhdAZRbScJfn2 is not publicly listed. Click "Apply Now" to learn more about the compensation package on their official careers page.
Where is the Specialist Financial Planner position at jo3c32sarPhdAZRbScJfn2 located?
This Specialist Financial Planner role at jo3c32sarPhdAZRbScJfn2 is based in Herston, Queensland, Australia. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
Is the Specialist Financial Planner role at jo3c32sarPhdAZRbScJfn2 full-time or part-time?
This is listed as a Full time position. It is posted as a Specialist Financial Planner role in the Doctors Wealth department at jo3c32sarPhdAZRbScJfn2.
Which team or department does the Specialist Financial Planner at jo3c32sarPhdAZRbScJfn2 belong to?
This Specialist Financial Planner position is part of the Doctors Wealth department at jo3c32sarPhdAZRbScJfn2. See the full job description for more information about the team structure and responsibilities.
How do I apply for the Specialist Financial Planner position at jo3c32sarPhdAZRbScJfn2?
Click the "Apply Now" button on this page. You will be redirected to jo3c32sarPhdAZRbScJfn2's official application portal hosted on workable where you can submit your application directly.
When was the Specialist Financial Planner job at jo3c32sarPhdAZRbScJfn2 posted?
This Specialist Financial Planner position at jo3c32sarPhdAZRbScJfn2 was posted on May 15, 2026. Apply as soon as possible — early applications are often reviewed first.
Specialist Financial Planner
jo3c32sarPhdAZRbScJfn2
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