Job Description

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Wealth Managers and AFSL Holders

Advertiser: DJ CarmichaelMore jobs from this company

Job Information

Job Listing Date
27 Jul 2018
Location
Perth, CBD, Inner & Western Suburbs
Work Type
Full Time
Classification
Banking & Financial Services, Financial Planning
Wealth Managers and AFSL Holders

DJ Carmichael Pty Limited (DJC, www.djcarmichael.com.au) is proud of its history as one of Western Australia's oldest corporations. Our heritage dates back to 1896 and over this 122 year period DJC has built a significant, full service stockbroking and wealth management business servicing retail, high net worth, institutional and corporate clients. We strive to identify opportunities where our advisory teams work to deliver exceptional investment returns over time.

We are currently looking to grow the core business to further expand given the current climate and future anticipated changes in the personal financial advice sector.

AFSL holders, corporate authorised representatives and individuals with an established client base within small scale dealer groups are invited to confidentially discuss opportunities within DJC. We are particularly interested in talking to stockbrokers and wealth managers with their own license or that are currently using an outsourced solution. Our firm is actively seeking to acquire existing businesses and employ professional experts with skills tailored to the provision of quality personal advice.

Advisers and licence holders who have an established client base but have become increasingly consumed and challenged by the increased compliance, regulatory and administrative functions associated with managing their business are encouraged to look at strategies within our group to leverage off our existing brand, resources and infrastructure. Refocus on growing your core business and better servicing your clients.

DJC can provide the following support to further drive your existing business:

  • Product and Research Services
  • Corporate product and deal flow
  • Compliance support
  • Financial and administrative support
  • Data and software licensing
  • PI insurance
  • Paraplanning and wealth management support
  • Marketing budget and strategy
  • Social media presence and management
  • Leasing arrangement within CBD location
  • Phone and IT services
  • Ongoing CPD and management of educational requirements

If you are interested in a confidential discussion in relation to how DJC can assist in growing your business in the current market, please contact DJC’s Managing Director and CEO Davide Bosio at dbosio@djcarmichael.com.au or on 08 9263 5210.




ABN 2600 305 8857

DJ Carmichael.Pty Limited

AFSL 232571

DJ Carmichael Pty Limited (DJC, www.djcarmichael.com.au) is proud of its history as one of Western Australia's oldest corporations. Our heritage dates back to 1896 and over this 122 year period DJC has built a significant, full service stockbroking and wealth management business servicing retail, high net worth, institutional and corporate clients. We strive to identify opportunities where our advisory teams work to deliver exceptional investment returns over time.

We are currently looking to grow the core business to further expand given the current climate and future anticipated changes in the personal financial advice sector.

AFSL holders, corporate authorised representatives and individuals with an established client base within small scale dealer groups are invited to confidentially discuss opportunities within DJC. We are particularly interested in talking to stockbrokers and wealth managers with their own license or that are currently using an outsourced solution. Our firm is actively seeking to acquire existing businesses and employ professional experts with skills tailored to the provision of quality personal advice.

Advisers and licence holders who have an established client base but have become increasingly consumed and challenged by the increased compliance, regulatory and administrative functions associated with managing their business are encouraged to look at strategies within our group to leverage off our existing brand, resources and infrastructure. Refocus on growing your core business and better servicing your clients.

DJC can provide the following support to further drive your existing business:

  • Product and Research Services
  • Corporate product and deal flow
  • Compliance support
  • Financial and administrative support
  • Data and software licensing
  • PI insurance
  • Paraplanning and wealth management support
  • Marketing budget and strategy
  • Social media presence and management
  • Leasing arrangement within CBD location
  • Phone and IT services
  • Ongoing CPD and management of educational requirements

If you are interested in a confidential discussion in relation to how DJC can assist in growing your business in the current market, please contact DJC’s Managing Director and CEO Davide Bosio at dbosio@djcarmichael.com.au or on 08 9263 5210.

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