Teams at Findex

Supports financial advisers with client communication, financial planning and investment advice preparation, compliant advice documentation, pre-appointment work, client meetings, and Statements of Advice. The role provides mentorship and a pathway toward becoming an independent financial adviser while assisting with investment structures, estate planning, superannuation, and retirement planning.

Supports financial planning clients by onboarding accounts, preparing and implementing advice documents, maintaining accurate client records, processing investment transactions, coordinating with financial institutions, and collaborating with advisers and corporate teams. The role emphasizes timely, accurate service delivery, client experience, and ongoing professional development in a hybrid Sydney-based environment.

Performs external audit activities across a diverse client portfolio, ensuring accurate and timely completion of engagements and deliverables. Builds ongoing client relationships, manages competing priorities, collaborates with audit teams, and develops professionally toward CA or CPA qualifications. Experience with Australian auditing and accounting standards is required, while CaseWare experience is preferred.