Senior Financial Planner

About Andromedae

Andromedae is an established SMSF and accounting firm with a large, loyal client base and a strong flow of warm inbound clients. We’ve built the business by doing the work properly, being straightforward with people, and following through.

Our clients come to us because they want structure, clarity, and practical information they can act on. They value straight answers, confidence in decision-making, and knowing what the next step is. They are not looking for sales pressure or endless conversations. They want outcomes.

We’re now building our financial planning arm under our own AFSL, backed by an existing client base and real demand. This is not a start-from-zero role. The foundations are already here, and the opportunity is to build something meaningful on top of them.

We work closely across accounting, SMSF, and advice to give clients joined-up thinking and clear direction. Internally, we’re capable, direct, and collaborative. We take our responsibility seriously (though we don’t take ourselves too seriously), move quickly when decisions need to be made, and don’t over complicate things.

We’re based in Burleigh Heads on the Gold Coast, close to the beach and good coffee, and we’re building an office that reflects how we work.

You’re a qualified financial planner with around 3–5 years’ experience providing personal advice under an AFSL. You know how to run client meetings, write advice, implement strategies, and follow through.

You’re comfortable talking about money, outcomes, and next steps. You enjoy building momentum with clients and you’re motivated by personal growth and opportunity.

You’ve likely worked in a property-focused, SMSF-heavy, or growth-oriented advice environment, and you want a role where effort and capability translate into real opportunity.

You’re confident, personable, and good at building trust. Clients feel comfortable with you, and you know how to move a conversation forward without being pushy or losing sight of what’s right for the client.

You enjoy being part of a team that does good work, treats clients well, and keeps things grounded.

Provide compliant, high-quality financial advice to Andromedae clients, with a strong focus on SMSF strategy and risk insurance.

Manage and service an established client base, as well as ongoing warm inbound client referrals generated through the business.

Conduct client meetings, gather and analyse client information, develop and present advice strategies, and oversee implementation in line with AFSL policies and procedures.

Ensure all advice documentation, including Statements of Advice, Records of Advice, file notes, and supporting analysis, meets legislative, AFSL, and internal quality standards.

Make product and strategy recommendations within the scope of Andromedae’s AFSL, approved product list, and advice framework.

Act as a senior technical resource within the financial planning team, supporting and guiding less experienced advisers as the team grows.

Support the development of advice processes, client service standards, and workflows in partnership with the Practice Manager and Operations team.

Work closely with accounting and SMSF teams to ensure advice is aligned with clients’ tax positions, fund structures, and compliance obligations.

Exercise sound professional judgement, identifying and escalating complex, high-risk, or sensitive advice matters where appropriate.

Contribute to the ongoing development of the financial planning arm as the business grows.

Maintain CPD requirements and participate in internal reviews, audits, and compliance processes as required.

• Experience as a licensed Financial Planner in Australia, operating under an AFSL and providing personal advice to retail clients.
• Strong experience advising on SMSF strategies, including contribution strategies, pensions, accumulation and retirement planning, and related tax and compliance considerations.
• Solid experience in risk insurance advice across life, TPD, trauma, and income protection.
• Proven ability to deliver advice end-to-end, from discovery through to implementation and review.
• Strong working knowledge of…