Paraplanner / Associate Planner- Ag Focus (Melbourne)
Dodgshun MedlinMelbourne, Victoria, Australia • Victoria, Australia
Posted April 1, 2025
Full Time
About the Company
Dodgshun Medlin provides integrated planning services tailored to farming families and regional enterprises through agronomy, tax, accounting, finance, risk, and wealth management.
Job Description
Seeking a paraplanner with 3+ years' experience to work with farming and related industries in regional Australia. Opportunity to grow and make a difference in clients' lives.
Requirements
- FASEA accreditation or nearing qualification
- 3+ years' experience in financial planning
- Working knowledge of platforms, investment instruments, superannuation, and insurance
Benefits
- Opportunity to grow via educational and mentoring support
- No selling required
- Diverse, inclusive, supportive workplace
- Ethical business with commitment to sustainability and community engagement