Financial Planner

  • Are you ready to be part of something bigger?
  • Do you live and breathe your clients’ business with them?
  • Do you believe the industry could be doing it better?

Welcome to Rethink Group. A diverse professional services firm located in Newcastle West with a genuine concern for the welfare of our clients, professionally and personally, assisting them to achieve their goals and never losing sight of the client journey. Growing organically and through acquisition, we know that the heart of our operation relies on people with the right skills and genuine motivation to assist their clients reach personal and business goals whilst aligning with the true values of the organisation.

As an integral part of the innovative total client solution service model, the Financial Planning specialty of Rethink Group is seeking to onboard a new family member in February 2018 who has a strong alignment to the culture and vision of our business that is complimented with a solid understanding of investment and financial planning with great client relationship management.

Who is the Rethink Financial Planner?

This role is an opportunity for you to show us how you can be creative in your solutions for Rethink clients and share your creativity across the Rethink family, utilising your experience and knowledge to truly empower others and support them to live their best life. This is a unique prospect for a professional with 5+ years’ experience in the financial services industry and looking to join an organisation that has our clients’ interests always at the forefront of our daily actions.

You will be passionate about client service and motivated to inspire change in the industry by adopting a “client-centric” attitude to how you do business. Your innate sense of intuition drives you to find out more, ask questions and be open to new ways of looking at the world – How else can it look?

Certainly, you will be RG146 Compliant, ADFP qualified and hold or be working towards CFP or Masters in Financial Planning. You will also be a current member of a professional affiliation (FPAA) and hold additional accreditation in SMSF and tax planning (desirable). You will be expected to have strong presentation skills and be an articulate communicator, able to convey complex financial information in simple and easy to understand language.

What is the Rethink Financial Planner responsible for?

Whilst we expect you will be able to competently meet the fundamental responsibilities of a Financial Planner’s role, some other specifics that our Financial Planner is responsible for include: executing exceptional client relationship management, communicating with all relevant Rethink team members to ensure clients’ needs are met (or exceeded), ensuring the “right people are in the room” for clients by taking a holistic approach to client management, collaborating with the team to develop and execute strategy based on your research and recommendations, being a Rethink ambassador and participating in network and industry led activities.

If this you believe this is you, and you truly want a role where you can make a difference to those around you, I encourage you to apply and take this opportunity with both hands. Please send a covering letter and resume to and take the next step.

We can’t wait to meet you.

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