Project Description

The Business

Masu Financial Management is an established Financial Planning Practice based in Sydney. Since 1995 started we have been assisting clients in wealth creation and achieving their desired lifestyle.

In addition to our core Financial Planning offerings, The MASU Group also has a Credit Licence and Real Estate Licences in NSW, VIC & QLD

The Position:

We are looking for experienced self employed Financial Planners to work under our AFSL. This is an outstanding opportunity to join a leading financial planning firm with a structure designed to assist it’s ARs in achieving maximum results whist removing the compliance and back office burden away from them

You will Provide:

  • Ability to run your own client base
  • Main focus of the role is to see clients, present SOAs and implement business
  • All documents for vetting and review prior to client presentations
  • Completion of new business applications, following up pending underwriting requirements and finalisation of all files.

We will Provide:

  • Vetting of all advice and documents
  • Preparation of SOAs
  • Full compliance and Training
  • PI Insurance
  • Meeting facilities if required
  • Access to additional income opportunities in Finance and Property

To be successful in this application you will require:

  • 3 years or more experience in financial services industry and in a financial planning practice
  • RG146 compliant
  • Be prepared to undergo further study to improve your capabilities as required by new FASEA legislation

Fee Structure:

  • Flat fee structure
  • Agreed payment for preparation of SOAs
  • AR to pay ASIC levy
  • Split of Finance and Property revenue

 

To further discuss this opportunity please call or email Martin Speiser today at:

martin.speiser@masu.com.au
0413 742 906
02 8297 6605