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Careers

Senior Financial Advisor

Are you an experienced Financial Advisor looking for a new opportunity?

  • Six figure salary + advice based bonus
  • Full time role based in Toowong

About Us:

We are a high performing Accounting and Financial Advisory business with multiple locations across Australia.

With a diverse client base and energetic staff culture, we provide personalised wealth management strategies that are specifically designed and created to assist our clients to achieve their financial lifestyle goals.

Due to a mixture of organic growth and acquisition within the business, we are seeking an experienced Financial Advisor to hit the ground running with the expectation that you have an existing client base to bring with you.

The Role:

We focus, first and foremost, on top quality customer service and simple, but effective financial advice, and you will be responsible for ensuring you deliver quality service to your clients. You are required to take on a holistic approach and develop a strong rapport with your clients to develop simple but effective wealth management strategies. This involves reviewing financial situations, assets, cash flows etc. With the support of our well-oiled back office team, you can implement recommendations to suit the client.

Your role will be to help continue our organic growth by bringing new clients into the business, networking with referral partners, and leveraging from your existing relationships.

We will provide full back office support ranging from Administration, Client Services Officers and Para-planning.
Our process is structured to provide you with the necessary time required for networking activities and meeting the needs of your clients.
We expect our candidates to be motivated, and ready to hit the ground running.

About You:

You are experienced and senior Advisor who is at the top of your game and is comfortable engaging with quality clients. Because of this you know what it takes to build long term relationships.

• 5+ years’ experience in Financial Advice.
• An existing book of clients to bring with you to our business.
• Must meet the FASEA education requirements for Financial Advisors.
• Experience in Xplan is preferred but not essential.
• Outstanding communication skills and attention to detail.
• Strong interpersonal skills and the ability to help continue to grow your own skills as a person and as an Advisor.

Your Rewards:

As well as offering a competitive salary for the right person, you will receive:

• Work with a well-established and award winning Accounting and Financial Advisory Business
• Opportunity to leverage your skills and network in Financial Advice
• Friendly and supportive team

Interested? 

To apply for this position please send your resume and cover letter to: careers@simmonslivingstone.com.au

NO AGENTS PLEASE

Kris has over 16 years' experience in the business advisory, accounting and taxation industry. His initial years were spent with WHK Group and PKF before founding Simmons Livingstone & Associates in 2013.

As Managing Partner, Kris has steered the firm to success, being instrumental in expansion of the firms client base and subsequent recruitment to increase the professional team size.

He brings his extensive experience within a variety of areas of business services and compliance, and has a proven track record of success with clients from a variety of sectors. Not only is Kris a an exceptionally valuable asset to the firm, his business advice is invaluable for professional service clients, from a financial perspective.

Kris places a strong focus on:

Kris is a forward thinking person who is dedicated to providing his clients with the best possible outcome in all situations. With a keen eye for detail, he ensures nothing is overlooked, so that client outcomes are maximised.

Kris has a young family and outside of work, when he’s not spending valuable time with the family, you’ll find him on the golf course or sampling a brew with the guys.

Simon began his career at PKF and several boutique accounting firms. He has established his reputation for excellent accounting consultancy, which has spanned over 13 years.

Simon is a passionate business advisor, specialising in:

 

Simons personable service and attention to detail ensures his professional relationships remain strong.  As a partner at Simmons Livingstone, Simon has lead the substantial growth of the firms large corporate space.

Through his sporting connections, Simon also has a strong reputation as an industry leader for professional sports men and women, representing sporting players and companies involved in various professional sporting federations and leagues.

Simon is a former representative golfer, and still enjoys a round most weeks. An avid sports enthusiast, you’ll find him kicking back with a red wine if there’s a good game on.

Tom joined the Simmons Livingstone & Associates team to head the financial planning division in 2015. 

Tom has a passion for providing quality advice and exceptional service.

He is driven to:

His approachable and trustworthy demeanour makes his service enjoyable and ensures a relaxed environment for decision making about financial matters.

Tom's extensive network of allied professional services provide the same level of outstanding consultancy, so clients can be assured that any financial problem or opportunity will be addressed with Tom's help.

Outside of work, Tom likes to be outdoors. He plays football and golf amongst other things. You will also find him enjoying good food and good beer with good friends.

Sam is our newest Partner to the Simmons Livingstone & Associates team, working with Tom in our Financial Planning division. 

Sam has a strong passion to educate and inform his clients about the importance of financial planning and getting started early. 

He is focused on:

Sam's greatest asset is his ability to support his clients to better financial wealth using his extensive network. 

 

SLG Financial Services Pty Ltd ABN 63 734 659 141 Ltd [t/a Simmons Livingstone & Associates] is a Corporate Authorised Representative of lnfocus Securities Australia Pty Ltd ABN 47 097 797 049 AFSL and Australian Credit Licence No. 236523. Please Note: SLG Financial Services Pty Ltd is only authorised by lnfocus Securities Australia Pty Ltd to provide services related to financial products. Where services provided by SLG Financial Services Pty Ltd extend outside of financial products, please be aware that lnfocus is not responsible for this advice or service.