Principal Financial Advisor / Financial Planner
Principal Financial Advisor / Financial Planner
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Salary Not Disclosed
1 Vacancy
Job Description
Join Liviti Property & ScaleUp 360 Licensed Role Wealth Creation Focus Self-Employed Partnership
About Us
Liviti Property a subsidiary of St Trinity Property Group helps everyday Australians build long-term wealth through strategic property investment. Paired with ScaleUp 360 a specialist platform that supports licensed financial professionals to scale their own advisory businesses we offer a unique model that fuses property lending and financial planning into one cohesive solution for clients.
Together Liviti and ScaleUp 360 empower advisors to grow their brand client base and income with full operational support qualified leads and the tools to deliver advice that changes lives.
The Opportunity
We re seeking a licensed and experienced Financial Advisor / Financial Planner to join us in a self-employed partnership model. This is an opportunity to align with two fast-growing brands and deliver holistic property-integrated financial advice.
You ll work with motivated clients many already in the property pipeline to deliver tailored advice across budgeting superannuation investments insurance and long-term wealth strategy.
What You ll Do
Provide licensed compliant financial advice aligned to clients goals
Help clients structure and build wealth through property and financial planning
Offer strategic guidance across superannuation investments risk protection and retirement
Collaborate with Liviti s finance and property advisory teams to deliver integrated solutions
Manage your own client portfolio while leveraging qualified leads from Liviti and ScaleUp 360
Run your business with the freedom of a partnership backed by expert support in marketing compliance and administration
What You ll Need
Current financial planning licence (Authorised Representative under an AFSL or own AFSL)
Minimum 5 years experience in financial advice or financial planning
Diploma or Advanced Diploma of Financial Planning (RG146 compliant)
Strong technical knowledge in superannuation investments insurance and strategy
Proven ability to build trust and deliver client-focused outcomes
Passion for long-term wealth creation and a deep interest in property as a growth vehicle
Business ownership mindset with a desire to scale your own brand
What s in It for You
Self-employed partnership model with strong earning potential
Access to qualified leads from Liviti s property buyer/investor network
Back-office support for admin paraplanning compliance and marketing
Collaborative ecosystem with property advisors mortgage brokers and finance specialists
Advanced CRM and advice delivery tech
National Reach Have access to our national network of offices interstate and in our Sydney HQ
Full freedom to grow your own advisory brand and client book
Why This Model Works
Youre not just an advisor youre a partner. You ll have access to warm leads strategic property advice opportunities and the backend support of two high-performing businesses focused on helping Australians build wealth through property and structured financial advice.
Employment Type
Full Time
