Financial Adviser

Financial 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.

💼 About the Role

Running your own client book from end-to-end, inside a well-established financial advice firm. Real advice depth - strategy, super, insurance, investments. Firms doing $2M-$10M+ revenue, with the tech and support behind you to actually do the job properly.

• Running your own client book from end-to-end
• Providing real advice depth - strategy, super, insurance, investments
• Working within firms doing $2M-$10M+ revenue
• Utilising the tech and support to perform the job properly

✅ What You'll Bring

• 2+ years of experience as a Financial Adviser
• Experience across retail financial advice including investments, debt structuring, tax & superannuation
• Full authorisation - AFSL authorised, FASEA-compliant qualifications, Professional Year complete
• A track record you're proud of talking through, not just a pulse and a licence number

🎯 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 Advisers in Sydney & Melbourne. If you're after a confidential chat to weigh up your options, send your CV or DM us directly.