Financial Adviser
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Latest Financial Adviser reviews
Aug 2023
Rewarding Work- Life Balance but not a Career for those who take Rejection personally.
Reviewer's QualificationBachelor of Business
Experience10+ years
Organisation sizeLarge (200+ employees)
SpecialisationInsurance & Superannuation
The good thingsThe Good Things
Being a Financial Adviser is always a two-way road--it will first involve asking the right questions, and it is followed by listening intently to what the client will say. I take it a ...
The challengesThe Challenges.
The services that we provide are intangible and require discipline from our clients. Although it is important, it may not necessarily be urgent. Once the problem has been identified, ...
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Jun 2025
Financial Adviser
Reviewer's QualificationGraduate Diploma in Financial Planning
Experience5 – 9 years
Organisation sizeLarge (200+ employees)
SpecialisationBanking & Financial Services
The good thingsThe good things about financial planning and providing families with advice is the satisfaction of knowing that you have helped them set, plan and reach goals to enable them to achieve their objective...
The challengesThe challenges may include differences in personalities, investments not performing as well as indicated, changes which require more time and effort to stay compliant and competition within the indust...
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SEEK has not verified the truth or accuracy of these comments and does not adopt or endorse any of the comments posted on this page.SEEK collects and posts the comments for what they are worth and for information purposes only to assist candidates to find employment through www.seek.com.au
