Fifth Avenue Finance Group

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27/06/2019

A Perth-based mortgage broker has called on banks to green-light the prudential regulator’s proposed reforms to residential lending guidelines in a bid to remove “over-regulation” and “red tape”.

25/05/2019

The Coalition’s First Home Loan Deposit Scheme is being viewed as controversial by some, even dangerous by others. From a mortgage broker’s perspective, I don’t think either is necessarily true.

22/05/2019

With the end of financial year fast approaching, small and medium-sized businesses are being reminded they could be eligible for an instant asset write-off of up to $30,000.

05/05/2019

Financial Planner x 2 – Risk Only Adviser and Full Advice Adviser
Wealth Adviser:
Fifth Avenue Finance Group is looking for 2 experienced Wealth / Financial adviser’s to join its WA / South Perth based practice as authorised representatives.
• Iconic South Perth Location
• Small practice with highly developed support and infrastructure
• Fast paced, high performance team culture
• “Client first” compliance polices

A little bit about us
Having enjoyed significant growth since its inception in 2006, the practice now has a team of 8 professionals dedicated to serving the needs of businesses, employers and individual clients.

Fifth Avenue Finance Group holds its own Australian Financial Services Licence (512111) & Australian Credit Licence (389146) which provide certainty for financial advisers in a post royal commission world where we ensure our clients best interests are put first, not a licensee’s risk and compliance policies.

Compliance with the regulatory guidelines is paramount, and as such Fifth Avenue Finance Group recognises that every client has different needs, and is specifically why we don’t use cookie cutter advice templates compliance policies, as they are contrary to our values, vision and goals.

Your skills and expertise
Working within a well-established commission based and fee-for-service model you will be responsible for the continuous development and servicing of a book of clients. You will need to deliver high levels of activity in a transparent and team-oriented environment that values professionalism and compliance.
You must possess a Diploma of Financial Planning (Or Equivalent Qualification) with the ability to provide advice across Financial Planning, Superannuation, Managed Investments and Risk Management/Insurance knowledge areas.
You must put the client’s best interest first.

What's in it for you?
Be part of an award winning business, where you can concentrate on being a financial adviser, providing great advice for clients.
To help you give great advice, you will be backed by ongoing training and support and non-restrictive compliance practices that the larger dealer groups utilise.
Internal leads supplied by our mortgage brokers and leads from an existing client book.

To express your interest email [email protected]

Please note: Preferred candidates will be required to successfully complete appropriate assessments, reference and background checks as part of our recruitment process.

Thinking of staying with your bank but unsure if you've got the best deal? Want to know for sure, it won't cost you anyt...
05/01/2018

Thinking of staying with your bank but unsure if you've got the best deal? Want to know for sure, it won't cost you anything. Call us on 0499 025 376.

Address

Brookfield Place, St Georges Terrace
Perth, WA
6000

Opening Hours

Monday 8:30am - 5pm

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