careers:
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Be part of something brilliant.
We’re building Australia’s leading Advice Platform and we’re looking for advisers, accountants, mortgage brokers and support staff who want more from their career.
Who thrives here
Our community shares a few things in common.
- Client obsessed and focused on quality advice
- Commercial, ambitious and bold
- Looking for career progression, not just a job
- Open to connected, collaborative ways of working
- Generous with knowledge and experience
- Committed to continuous growth
If this sounds like you, we'd love to hear from you.
Explore current openings or reach out directly to start the conversation. Email careers@aznga.comÂ
Open Roles
Senior Accountant, Melbourne, VIC
Senior Accountant, Melbourne, VIC
At Yarra Lane, we partner with businesses and individuals to provide expert accounting, taxation and advisory services that support long-term success. Our team is passionate about building trusted relationships, delivering exceptional client outcomes and creating an environment where our people can thrive. As a Senior Accountant, you’ll manage a diverse client portfolio, provide high-quality advice, mentor junior team members and contribute to the continued growth of our Melbourne practice.
About the Role
As a Senior Accountant, you will:
- Manage a portfolio of approximately 250 to 300 clients from start to finish
- Prepare financial statements across a range of entity types
- Prepare Business Activity Statements and Fringe Benefits Tax returns
- Prepare income tax returns for individuals, partnerships, trusts and companies
- Identify opportunities to improve tax outcomes and contribute to broader client strategies
- Ensure all work complies with current tax legislation and governance requirements
- Review work completed by junior team members and provide guidance
- Support and mentor junior and intermediate accountants
- Build and maintain strong client relationships through regular communication
- Work closely with managers and contribute to team outcomes
- Participate in internal training, knowledge sharing and team activities
About you
You’ll be a good fit for the Senior Accountant role if you have:
- 6+ years of experience within Public Practice Accounting
- Bachelor’s degree in Accounting, Finance or a related field
- CA or CPA qualification
- Strong technical knowledge of Australian tax, particularly for small businesses and individuals
- Experience managing a client portfolio independently, including financial statements, BAS, FBT, and tax returns across all entity types
- Experience with Div 7A loan agreements
- Experience reviewing and providing feedback on junior team members’ work
- Familiarity with Xero Practice Manager and FYI Docs and strong MS Office skills
- Excellent communication and relationship building skills
- Organised, proactive, and able to manage competing priorities
Why join us:Â
- Relationship-driven, holistic client service model in a supportive team
- Senior role with autonomy to manage your own client portfolio
- Exposure beyond compliance, working with specialists on broader client outcomes
- Established and loyal client base
- Genuine career progression and leadership development opportunities
- Competitive salary package + performance bonus, and ability to influence firm strategy and growth
Team:Â Yarra Lane
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Hiring Manager
Operations Manager, Perth, WA
Operations Manager, Perth, WA
The Wealth Designers is an award-winning financial advice and private wealth management firm helping Australians build financial freedom and live a life with both money and meaning. With offices in Perth and Sydney, the team takes a personalised approach to financial advice, combining expert wealth management, investment guidance and long-term strategic planning to help clients achieve their lifestyle and financial goals. Supported by an in-house investment team and a commitment to exceptional client service, The Wealth Designers focuses on delivering tailored advice that empowers clients to live well today while planning confidently for the future.
About the Role
As an Operations Manager, you will:
- Lead day-to-day operations across client service, administration and operational support teams.
- Oversee workflow, resource planning and service delivery to improve efficiency, productivity and client outcomes.
- Establish clear service standards, processes and KPIs, driving accountability across teams.
- Lead, coach and develop team leaders while fostering a collaborative, high-performance culture.
- Drive continuous improvement initiatives, remove operational barriers and support business growth.
- Support compliance, risk management, audits, governance and regulatory obligations alongside the external compliance manager.
- Oversee business systems, technology, automation and AI initiatives that improve performance and scalability.
- Contribute to workforce planning, recruitment, onboarding, succession planning and professional development.
About you
You’ll be a good fit for the Operations Manager role if you have:
- 8+ years’ experience in operations management within financial planning, wealth management or financial services.
- Experience leading multidisciplinary teams across client service, compliance, administration and operational support.Â
- Demonstrated success delivering operational change, business integration and technology improvements.
- Strong workflow management, process improvement and problem-solving capability.
- A sound understanding of financial planning operations, compliance and client service.Â
- Strong commercial acumen and experience working with KPIs and budgets.
- Excellent leadership, communication and stakeholder management skills.
- Strong technology literacy, including Microsoft applications, CRM systems and financial planning software.
- A relevant tertiary qualification.
Why join us:Â
- A role with genuine impact – shape how our teams operate and contribute to the ongoing evolution of the business.
- An amazing team – work alongside knowledgeable, supportive and welcoming colleagues.
- The opportunity to lead change – improve systems, processes, technology and ways of working.
- A progressive workplace – where collaboration, innovation, inclusion and new ideas are valued.
- A focus on wellbeing – because we believe our people should live well both inside and outside of work
Team:Â The Wealth Designers
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Hiring Manager
Lara Foley
People & Culture
Closing date:Â 16 October 2026
Client Services Officer, Perth, WA
Client Services Officer, Perth, WA
The Wealth Designers is an award-winning financial advice and private wealth management firm helping Australians build financial freedom and live a life with both money and meaning. With offices in Perth and Sydney, the team takes a personalised approach to financial advice, combining expert wealth management, investment guidance and long-term strategic planning to help clients achieve their lifestyle and financial goals. Supported by an in-house investment team and a commitment to exceptional client service, The Wealth Designers focuses on delivering tailored advice that empowers clients to live well today while planning confidently for the future.
About the Role
As a Client Services Officer, you will:
- Manage client service and administration tasks, ensuring timely and accurate delivery across all stages of the advice process
- Act as a key point of contact for client queries, coordinating communications, and supporting implementation activities
- Maintain and update client data across systems such as Xplan and Xeppo, while ensuring compliance with internal processes
- Support advisers with meeting preparation, follow-ups, and implementation of advice
- Coordinate workflows, tracking tasks, and contributing to process improvements across the business
- Assist with general office operations and providing reception support when required
About you
You’ll be a good fit for the Client Services Officer role if you have:
- At least 2 years’ experience in a client services or administrative role, preferably within financial planning, superannuation
- Familiarity with systems such as Xplan, Xeppo, Microsoft Office including Co-Pilot, Calendly, and DocuSign (highly regarded)
- Strong organisational and time management skills, with the ability to prioritise effectively
- Excellent communication skills and a proactive approach to problem-solving
- High attention to detail and a commitment to compliance and accuracy
Why join us:Â
- You will be well supported in this role. Your colleagues will be knowledgeable, friendly and welcoming.
- A progressive workplace. If you value inclusivity and diversity as much as we do, you’ll be at home with us.
- A focus on wellbeing. We know happy workers are more productive, so we do everything we can to encourage our team to live well and strive for work/life balance.
Team:Â The Wealth Designers
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Hiring Manager
Lara Foley
People & Culture
Closing date:Â 16 October 2026
Client Services & Support Coordinator, Upper Mount Gravatt, QLD
Client Services & Office Coordinator, Upper Mount Gravatt, QLD
MiQ Private Wealth is a premier self-licensed national financial advice firm founded in 2015 by eight passionate Advisers. With more than 50 professionals across seven Australian offices, the team is committed to helping Australians achieve financial wellbeing through high-quality, holistic financial advice and exceptional client service.
An exciting opportunity exists for a full-time Client Services & Office Coordinator to join the established Upper Mount Gravatt team. This is a varied role that combines client service administration, reception responsibilities and office coordination, ensuring clients receive a professional and seamless experience throughout their advice journey.
Working closely with Financial Advisers, Client Service Managers and the broader MiQ team, you will play a key role in supporting client outcomes while helping maintain a welcoming and professional office environment.
About the Role
As a Client Services & Office Coordinator, you will:
- Provide friendly, responsive and professional support throughout the client advice journey.
- Assist with appointment scheduling, confirmations, meeting preparation and client follow-up activities.
- Prepare, issue and maintain client correspondence, forms, applications, reports and meeting documentation.
- Maintain accurate client records, file notes, tasks and documentation within Xplan and other approved systems.
- Follow up outstanding client information, documentation and service requests to support timely outcomes.
- Manage reception, incoming calls and visitors, ensuring a professional and welcoming experience.
- Coordinate meeting rooms, office supplies, mail, bookings and day-to-day office administration.
- Support the smooth operation of the office through effective organisation and attention to detail.
- Work collaboratively with Advisers, Client Service Managers and the broader team to achieve client and business objectives.
- Contribute to continuous improvement initiatives and escalate matters appropriately when required.
About you
You’ll be a good fit for the Client Services & Office Coordinator role if you have:
- Previous experience in client service, administration, reception, office coordination or professional services support.
- Experience within financial planning, private wealth, accounting, banking, insurance or legal environments (highly regarded).
- A professional, friendly and client-focused approach with a genuine commitment to exceptional service.
- Strong organisational and time-management skills, with the ability to manage competing priorities.
- Excellent attention to detail across documentation, data entry, recordkeeping and follow-up activities.
- Confident verbal and written communication skills.
- Sound Microsoft Office skills and the ability to learn new systems quickly.
- Experience using Xplan or another CRM system (advantageous).
- A proactive, solutions-focused mindset with the confidence to identify issues and escalate where appropriate.
- A collaborative and team-oriented approach with a positive, professional attitude.
- Alignment with MiQ’s values of being Sustainable, Progressive, Accountable, Collaborative and Genuine.
Why join us:Â
- Support the delivery of high-quality financial advice that helps improve clients’ financial wellbeing.
- Enjoy a varied role across client service, financial advice administration, reception and office coordination.
- Join a collaborative, supportive and values-driven team culture.
- Access ongoing learning, systems training and career development opportunities.
- Work within an established national financial services business.
- Be part of a professional environment that values quality, accountability and exceptional client care.
- Build strong relationships with clients and colleagues while making a meaningful contribution to the business’s success.
Team:Â MiQ Private Wealth
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Hiring Manager
Client Services Manager, Hawthorn East, VIC
Client Services Manager, Hawthorn East, VIC
Intend Financial is a financial advice practice dedicated to helping clients achieve confidence and clarity around their financial future. We pride ourselves on delivering high-quality advice, exceptional client service and building long-term relationships based on trust and professionalism.
We are seeking an experienced Client Services Manager (CSM) to join our team in Hawthorn East. This can be a part-time or full-time role and is suited to a person who can confidently support our team of advisers, manage client service activities and coordinate workflow with our offshore administration team.
As part of our Financial Planning team, you will support a team of financial planners and work closely with our offshore administration team to ensure the smooth delivery of advice and client service outcomes.
About the Role
As a Client Services Manager, you will:
- Manage client service and administration throughout the advice process
- Prepare and process client documentation, applications and implementation paperwork
- Maintain accurate client records and workflows in Xplan
- Coordinate adviser review meetings and client follow-up activities
- Liaise with client, product providers and other professional partners
- Coordinate workflow with our offshore administration team
- Assist with compliance and practice administration requirements
- Contribute to process improvements and efficient practice operations
About you
You’ll be a good fit for the Client Services Manager role if you have:
- Previous experience as a Client Services Manager, Financial Planning Administrator, or in a similar role.
- A strong commitment to delivering exceptional client service and producing accurate, high-quality work.
- Excellent organisational skills, with the ability to manage competing priorities and maintain attention to detail.
- A proactive approach and the ability to work both independently and collaboratively.
- Strong professional communication skills, with confidence liaising with advisers, clients, and support teams.
- Previous experience working as a Client Services Manager within a financial planning practice.
- Experience using Xplan (highly regarded).Â
Why join us:Â
- Flexible part-time role of up to three days per week
- Opportunity to work in an established and growing financial planning practice
- Supportive and collaborative team environmentÂ
- Modern, technology-driven advice business
- Dedicated offshore administration support
- Ongoing opportunities to contribute to process improvement and business growth
- Convenient Hawthorn East office locationÂ
Team:Â Intend Financial
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Hiring Manager
Ben Buchanan
Director/Authorised Representative
Closing date:Â 16 October 2026
Receptionist, Kent Town, SA
Receptionist, Kent Town, SA
Oreon Partners is an accounting practice located in Kent Town, South Australia. We provide tailored accounting, advisory and financial planning services to a wide range of clients.
We aim to have the right people, delivering the best results for our clients, with a focus on mutual growth and long-term success.
Our team of over 70 people is led by nine accounting partners and a financial planning partner, bringing together a wealth of expertise and experience.
Oreon Partners is seeking a full-time Receptionist to provide a professional and welcoming experience for clients while supporting the administration of the practice. The role will be responsible for managing front-of-house services, handling incoming calls and enquiries, coordinating meeting rooms, maintaining office presentation standards, and assisting the administration team with a range of client service and administrative tasks.
About the Role
As a Receptionist, you will:
- Manage front-of-house services, providing a professional and welcoming experience for clients and visitors
- Handle incoming calls and enquiries promptly and professionally.
- Coordinate meeting rooms, including booking and scheduling
- Maintain office presentation standards
- Assist the administration team with a range of client service tasks
- Assist the administration team with general administrative tasks
- Support the efficient day-to-day operation of the practice
About you
You’ll be a good fit for the Receptionist role if you have:
- Strong customer service and interpersonal skills, with the ability to create a professional and welcoming experience for clients and visitors.
- Excellent communication skills, with confidence interacting professionally by phone, email, and in-person.
- Strong organisational and time management skills, with the ability to manage priorities in a busy office environment.
- High attention to detail and a commitment to accuracy.
- Proficiency in Microsoft Office and the ability to quickly learn new practice management systems.
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Hiring Manager
Review Writer, Young, NSW
Review Writer, Young, NSW
Established in 1990, Back to Back Financial Planners is a successful financial planning firm helping clients achieve confidence and clarity around their financial future. We’re a team of 24 people based in Young, NSW, who value professionalism, teamwork and building long-term client relationships.
We’re looking for a motivated, highly organised person to join our financial planning team. The role starts with a strong focus on review writing and supporting our planners with client documentation, with genuine scope to grow into a long-term financial planning career.
About the Role
As a Review Writer, you will:
- Prepare high-quality review documentation for clients
- Support financial planners with client documentation preparation
- Attend and participate in client meetings
- Gain exposure to financial planning strategies and the broader advice process
- Build your knowledge, skills and responsibilities as your career progresses
- Work collaboratively with planners and the wider team
About you
You’ll be a good fit for the Review Writer role if you have:
- Excellent attention to detail and a commitment to producing accurate, high-quality work.
- Strong written and verbal communication skills.
- Exceptional organisational and time management abilities, with the capacity to prioritise competing tasks effectively.
- A proactive, reliable approach and a strong sense of ownership and accountability.
- The ability to work both independently and collaboratively within a team environment.
- A professional and confident manner when interacting with clients and colleagues.
- A genuine interest in financial planning and a willingness to learn and develop.
- A desire to build a long-term career and grow with the business.
- Previous experience in financial planning, paraplanning, review writing, or a similar professional services environment (desirable but not essential).
Why join us:Â
- A genuine long-term career opportunity in financial planning
- Ongoing training, mentoring and professional development
- Exposure to all aspects of the financial planning process, with room to grow into more responsibility
- A supportive, collaborative team environment, with flexible working arrangements considered for the right candidate.
Reporting To: Elisecia (EJ), Practice Manager
Employment Type: Full-Time
Team:Â Back to Back Financial Planners
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Hiring Manager
Assistant Manager, Kent Town, SA
Assistant Manager, Kent Town, SAÂ
Oreon Partners is an accounting practice in Kent Town, South Australia, providing tailored accounting, advisory and financial planning services to a wide range of clients. Our team of over 70 people is led by nine accounting partners and a financial planning partner, bringing together a wealth of expertise and experience.
Reporting directly to one of the Partners, we are seeking a full-time Business Services Assistant Manager to oversee a diverse group of clients and supervise a small team of accountants, with a view to moving into a Manager role. You’ll be CPA/CAANZ qualified with preferably six or more years’ experience in an accounting practice, plus some management experience.
About the Role
As an Assistant Manager, you will:
- Prepare and review client accounting and compliance work to a high standard
- Apply strong technical tax knowledge across a range of general tax issues
- Support clients with accounting and bookkeeping software, including set up and training
- Lead cash flow preparation and analysis, and broader business analysis
- Advise on tax and business structure across a range of industries
- Supervise a small team, managing workflow, fee and KPI budgets, WIP and debtors
- Work directly with clients and instruct solicitors where required
- Travel to see regional and interstate clients as needed
About you
You’ll be a good fit for the Assistant Manager role if you have:
- CPA or CAANZ qualification.
- Six or more years’ experience within an accounting practice.
- Previous leadership or management experience.
- Strong accounting and compliance knowledge.
- Advanced technical tax expertise across a broad range of matters.
- Experience supervising team workflow, budgets, WIP and debtors.
- Confidence working directly with clients and building strong professional relationships.
- Excellent communication and interpersonal skills.
- the ability to work autonomously and take ownership of outcomes.
- A willingness to travel to regional and interstate client locations as required.
- A desire to progress into a Manager role and take on greater leadership resoponsibilities.
- An appreciation for a professional, collaborative and supportive team culture.
Why join us:Â
- Join a well-established practice of over 70 people led by nine accounting partners and a financial planning partner.
- A clear path toward a Manager role, with genuine supervisory responsibility
- A professional but relaxed workplace with a great team culture
- Salary and conditions negotiable depending on experience
Reporting To:Â Annabel Johnson
Employment Type: Full-Time
Team:Â Oreon Partners
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Hiring Manager
Senior Accountant, Kent Town, SA
Senior Accountant, Kent Town, SAÂ
Oreon Partners is an accounting practice in Kent Town, South Australia, providing tailored accounting, advisory and financial planning services to a wide range of clients. Our team of over 70 people is led by nine accounting partners and a financial planning partner, bringing together a wealth of expertise and experience.
Reporting directly to one of the Partners, we are seeking a full-time Senior Accountant to work with a diverse group of clients and help supervise a small team of accountants. You’ll be CPA/CAANZ qualified with preferably 4 to 5 or more years’ experience in an accounting practice.
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About the role
As a Senior Accountant, you will:
- Prepare and review client accounting and compliance work to a high standard
- Apply strong technical tax knowledge across a range of general tax issues
- Support clients with accounting and bookkeeping software, including set up and training
- Assist with cash flow preparation and analysis, and broader business analysis
- Advise on tax and business structure across a range of industries
- Help supervise a small team, including team workflow, fee and KPI budgets, WIP and debtors
- Liaise directly with clients and, where needed, instruct solicitors
- Bring innovative thinking and positive, can-do attitude to client work
About you
You’ll be a good fit for the Senior Accountant role if you have:
You’re CPA/CAANZ qualified with around 4 to 5 or more years’ experience in an accounting practice, and you’re ready to take on some supervisory responsibility. You bring strong accounting and compliance knowledge, a solid grasp of tax issues, and confidence working directly with clients across different industries.
You communicate well, work autonomously, and are motivated to deliver results for clients and partners alike. You’re happy to travel to see regional and interstate clients when needed, and you’re looking for a professional but relaxed workplace with a great culture – somewhere you can do good work and have fun doing it.
Why join us:Â
- Join a well-established practice of over 70 people led by nine accounting partners and a financial planning partner.
- Take on supervisory experience while working across a diverse client base
- A professional but relaxed workplace with a great team culture
- Salary and conditions negotiable depending on experience
Reporting To:Â Annabel Johnson
Employment Type: Full-Time
Team:Â Oreon Partners
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Hiring Manager
Accountant, Kent Town, SA
Accountant, Kent Town, SAÂ
Oreon Partners is an accounting practice in Kent Town, South Australia, providing tailored accounting, advisory and financial planning services to a wide range of clients. Our team of over 70 people is led by nine accounting partners and a financial planning partner, bringing together a wealth of expertise and experience.
We are seeking a full-time Accountant to work with a diverse group of clients across business services and tax. You’ll have started, or completed, your CPA/CAANZ qualification, with preferably 2 to 4 years’ experience in an accounting practice.
About the role
As an Accountant role, you will:Â
- Prepare and review client accounting and compliance work to a high standard
- Work with a diverse portfolio of business services and tax clients
- Support clients with accounting and bookkeeping software, including set up and training
- Deliver accurate, timely results for clients and partners
- Apply strong compliance knowledge across a range of engagements
- Bring innovate thinking and a positive, can-do attitude to client work
- Communicate clearly and professionally with clients and colleagues
- Contribute to a supportive, collaborative team culture
About you
You’ll be a good fit for the Accountant role if you have:
You have started, or completed, your CPA/CAANZ qualification and bring around 2 to 4 years’ experience from an accounting practice. You have a strong grasp of accounting and compliance work, along with the confidence to prepare and review client files. You’re comfortable with accounting and bookkeeping software and enjoy helping clients get the most out of it.
Beyond the technical skills, you communicate well, take pride in delivering results, and bring fresh thinking to the way you work. You’re looking for a professional but relaxed workplace with a great culture – somewhere you can do good work and have fun doing it.
Why join us:Â
- Join a well-established practice of over 70 people led by nine accounting partners and a financial planning partner.
- Work across a diverse range of clients in business services and tax
- A professional but relaxed workplace with a great team culture
- Salary and conditions negotiable depending on experience
Reporting To:Â Annabel Johnson
Employment Type: Full-Time
Team:Â Oreon Partners
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Hiring Manager
Financial Adviser, Sunshine Coast Queensland
Financial Adviser, Sunshine Coast QueenslandÂ
Founded in 2015 by eight passionate Advisers, MiQ Private Wealth is a premier self-licensed national firm with over 50 professionals across seven Australian offices. Driven by organic growth and planned adviser retirements, an exceptional opportunity exists for a high-calibre Financial Adviser to join our well-established, innovative Sunshine Coast team.
In this role, you will take over and nurture an existing book of quality clients while actively engaging new ones through your technical expertise and authentic approach. We have worked hard to foster a strong, positive, and rewarding culture, and we are seeking a professional who will actively contribute to and thrive within this supportive environment.
About the Role
As a Financial Adviser, you will:Â
- Deliver advice: Provide comprehensive, high-quality personal financial advice tailored to complex client needs.
- Nurture clients: Deepen the relationships within an established, active client book.
- Drive growth: Expand the business through demonstrable development and networking skills.
- Collaborate daily: Work seamlessly with dedicated support staff to ensure outstanding service delivery.
- Build culture: Contribute positively to our collaborative team culture and office environment.
About you
You’ll be a good fit for the Financial Adviser role if you have:
- Education: You meet the current professional standards for providing personal financial advice in Australia.
- Experience: 10+ years of experience as a Financial Planner is highly desirable.
- Technical Skills: In-depth knowledge across all facets of comprehensive advice including SMSF, estate planning, and tax.
- Communication: Exceptional client relationship capability with excellent verbal and written skills.
- Ambition: Seeking a rewarding, long-term opportunity with potential partnership pathways.
Why join us:Â
- Progressive environment: Join a forward-thinking, growing national business.
- Flexibility & Rewards: Benefit from a heavy focus on professional development, networking and collaborative culture, including opportunities to help shape the business through participation in key forums (for example, the Investment Committee).
- Genuine Impact: Work with a team dedicated to truly enriching the lives of our clients.Â
Reporting To: Head of Advice
Employment Type: Full-Time
Team:Â MiQ Private Wealth
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Hiring Manager
Client Services Officer/Manager, Brisbane South
Client Services Officer/Manager, Brisbane South
Join a respected, client-focused private wealth firm with a strong reputation for client care and high-quality advice. As an experienced Client Services Officer or Manager, you will be trusted to deliver consistently high standards of service and support throughout the advice process, ensuring every client interaction reflects MiQ’s values and professionalism.
While this role is based in Upper Mount Gravatt, we have opportunities across the business and interested individuals from other locations are encouraged to apply.
About the role
As a Client Services Officer/Manager, you will:
- Deliver exceptional client service and support at every stage of the financial advice journey.
- Act as a key point of contact for clients, managing enquiries and communications promptly and courteously.
- Build and maintain strong, respectful relationship with clients, advisers, product providers and other external partners.
- Prepare client documentation, applications, quotations and reports with a high level of accuracy, professionalism and compliance.
- Manage administration relating to investments, superannuation, insurance and advice implementation.
- Ensure all advice process and client contact are clearly documented using the appropriate tools, in line with Xplan workflow processes.
- Monitor and proactively follow up outstanding client matters to ensure timely, high-quality outcomes.
- Identify and resolve issues independently where appropriate, escalating matters promptly when required.
- Maintain accurate records and ensure all work complies with MiQ policies, licensee standards and regulatory requirements.
- Contribute to efficiencies and innovation in advice delivery processes.
About you
You’ll be a good fit for the Client Services Officer/Manager role if you have:
- Proven experience in a financial planning or private wealth environment.
- Strong organisational skills and the ability to manage multiple client matters simultaneously.
- Exceptional attention to detail in documentation, data entry and record-keeping.
- Confident, professional verbal and written communication skills.
- A proactive, solutions-focused approach and a strong sense of ownership for client outcomes.
- Solid systems capability, ideally including experience with Xplan (or the ability to quickly become proficient)
- You look for opportunities to refine processes and make better use of systems, and you are comfortable testing and adoption new approaches that improve client and team outcomes.
- A natural alignment with MiQ’s core behaviours: Sustainable, Progressive, Accountable, Collaborative and Genuine.
Why join us:
MiQ Private Wealth’s vision is to be Australia’s most trusted financial services practice. Our Mission is to enhance our clients and team members lives. We care about our clients’ wellbeing and are committed to delivering first-class ongoing service built on our strong reputation and trust. With a breadth of knowledge and experience and a dedicated team, we act as our client’s trusted partner, guiding them through life’s choices to help them reach financial wellbeing.
Reporting To: Head of Compliance, Audit & Risk
Employment Type: Full-Time
Team: MiQ Private Wealth
Hiring Manager
Financial Adviser, Western Suburbs, Melbourne
Financial Adviser, Western Suburbs, Melbourne
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There is a financial adviser opportunity available in the Western Suburbs of Melbourne.
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The roles support the delivery of high-quality financial advice across wealth, retirement and investment planning. Working closely with Advisers and Paraplanners, the Financial Planner will contribute to the preparation of Statements of Advice and Reviews, client meetings and supports ongoing client reviews.
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The role is client focussed and will take on client servicing of an existing book of clients and opportunity to build and grow new ones, you’ll be working in a collaborative growing practice with a great team and support network.
Hiring Manager
Intermediate Accountant, Hawthorn, Melbourne
2 x Intermediate Accountant, Essendon, Melbourne
1 x Intermediate Accountant, Hawthorn, Melbourne
2 x Intermediate Accountant, Essendon, MelbourneÂ
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We’re looking for Intermediate Accountants to join our growing team, working closely with SME and high‑net‑worth clients across business services and tax. This client‑facing role involves preparing financial statements and income tax returns, supporting tax planning and advisory work, and contributing to broader management accounting and strategic services.
This opportunity suits an accountant with 2+ years’ Australian public practice experience, currently studying or near completion of CA/CPA, who enjoys building strong client relationships and developing others.Â
Hiring Manager
Senior Accountant (8-9 years), Essendon, Melbourne
Senior Accountant (> 10 years), Essendon, Melbourne
Senior Accountant (8-9 years), Essendon, Melbourne
Senior Accountant (> 10 years), Essendon, MelbourneÂ
We have two opportunities for two experienced Senior Accountants to take ownership of a client portfolio. The role focuses on delivering high‑quality compliance and advisory services, including preparation and review of financial statements and tax returns across companies, trusts, partnerships and individuals, along with supporting tax planning and business advisory engagements.
Suited to a CA/CPA‑qualified accountant with 8+ years’ public practice experience who enjoys building strong client relationships, mentoring junior accountants, and working closely with Directors on complex and value‑add matters. You’ll join a great team focussed on exceptional client service and developing its people.
Hiring Manager