Associate Adviser

Associate Adviser | Sydney & Melbourne 📍

👋 Who we are

We're Very Lucky Ventures (VLV) - we partner with founder-led financial advice firms across Australia doing $2M-$10M+ in revenue, who are looking to scale. We help by building the team, tech and process that differentiate them from the old-era of financial advice.

💼 The role

• Supporting a Senior/Lead Adviser across the full client journey - prep, research, strategy, implementation
• Real exposure to complex advice, not just admin and diary management
• A clear runway toward full authorisation
• Sydney and Melbourne-based, with firms that actually invest in tech (not spreadsheets held together with hope)

✅ What you'll bring

• FASEA-compliant degree, completed or close to it
• Professional Year underway or completed
• 1+ years in a financial planning support role - Associate, Client Services, or Paraplanning
• Genuine curiosity about advice, not just chasing the letters after your name

🙅 Not for you if

• You want to coast - these firms move fast and expect you to keep up
• You're chasing a full book straight away - this is the step before that, not a shortcut around it

🎯 Why bother

• We only work with firms we genuinely recommend and work with personally.
• The firms we work with are all investing heavily into their tech, team and processes.
• Every firm we work with is scaling, so there's a real ceiling above this role, not just a job title.

📧 We're always talking to good Associate in Sydney & Melbourne. If you're after a confidential chat to weigh up your options, send your CV or DM us directly.