Financial Advisor

Overview of Eclipse Financial Planning

Established in 2003 in Airlie Beach, Queensland, Eclipse Financial Planning offers integrated advice encompassing financial planning, lending, and insurance. With a growing presence including offices on the Gold Coast, the firm supports a wide client demographic through tailored one-on-one financial advice geared toward building wealth and meeting milestones such as travel, homeownership, and retirement.

As a member of the nationally recognized Centrepoint Alliance, Eclipse has access to an extensive variety of financial products that enable personalized strategy development addressing the unique circumstances of each client. The company upholds a client-first approach, professionalism, and fosters lasting relationships backed by reputable industry partnerships.

Role Description

The position of Financial Advisor is a permanent, full-time role based on site in Coomera, Queensland. The advisor is responsible for evaluating clients' financial situations, helping define their objectives, and crafting bespoke financial plans crossing wealth creation, superannuation, retirement preparation, lending, and insurance.

Daily duties include meeting clients, devising and delivering financial plans, assessing investment and borrowing options, and ensuring all advice complies with regulatory frameworks. The advisor also monitors portfolios continuously, addresses client inquiries, and updates strategies to reflect evolving individual needs. Close collaboration with internal teams specializing in financial planning, lending, and insurance ensures provision of integrated and client-centric solutions.

Qualifications and Competencies

• Proficient in financial planning and advisory skills to create customized strategies aligning with client goals and contexts.
• Strong understanding of finance and investment products including risk-return considerations.
• Comprehensive knowledge of retirement planning encompassing superannuation and long-term asset growth.
• Possession of a relevant tertiary qualification in finance, commerce, business, or related disciplines; professional accreditations such as RG146 compliance or Certified Financial Planner (CFP) are highly advantageous.
• Experience in client advisory roles emphasizing excellent communication, relationship management, and ethical standards.
• Ability to analyze financial details, prepare clear reports, and uphold compliance with regulatory and record-keeping obligations.
• Familiarity with the Australian financial services landscape, lending approaches, insurance products, and membership in bodies like MFAA is beneficial.