You’re a qualified, experienced planner wishing for more from your chosen career. You‘re looking for dignity, respect, appreciation and stability. You’re thirsting for the information and tools necessary to make bigger differences to those you advise. You want clear direction and to succeed purely on the quality of your advice. And given those traits, you’re a leader in the making.

US

Dodgshun Medlin guides the rural enterprise and wealth strategies of farming and related industries throughout a broad sweep of regional Australia. We provide depth in all the professional services specialties – accountancy, tax, business improvement and support, finance, risk, wealth improvement and more – underpinned by an outstanding team of in-house agronomists. Our wealth people work within multi-disciplined teams and are supported by all the data and advice they need to achieve outstanding outcomes. 

ROLE

  • Swan Hill base and/or Collins Street suite. Flexible working arrangements
  • Strong appeal to those with country roots or affinity with the land
  • Work in multi-disciplinary teams to develop holistic solutions
  • Ultra-modern tech – digital innovators
  • Support of admin and para-planners
  • Growth business limited only by capacity to service
  • Genuine, appreciative clients
  • Diverse, inclusive, supportive workplace
  • Ethical business with commitment to sustainability and community engagement

MINIMUM

  • FASEA approved qualifications in Financial Planning
  • 5+ years in client facing, relationship-building roles
  • Strong technical understanding of investment markets, portfolio construction, risk management and superannuation
  • Direct equity experience
  • Solid foundation in tax

DESIRABLE

  • Experience working with primary producers and regional business
  • ASX ALPA accredited
  • SMSF and gearing accreditation
  • Aged Care and Centrelink experience
  • XPLAN expertise

APPLY

Are you an accountant looking to explore a career in Financial Planning? Check out accounting.ag

APPLY HERE, OR CALL 1800 329 888 FOR A CONFIDENTIAL DISCUSSION.

ABOUT US

During the past year much has changed, including attitudes and priorities. It has ever been that the country migrates to the city and now it’s the reverse. The COVID experience has convinced many to escape the crush and find better, more open worlds for themselves and their families, existing and future. They have discovered what they can do without and perhaps more tellingly, what they cannot do without.

If you’re in professional services – Accountancy, Tax, Business Development or Wealth ­– consider Dodgshun Medlin. We have a swish Collins Street office but our engine-room is in Swan Hill, on the Murray. Here, you can accelerate your CBD-grade career with stability and purpose, while enjoying a more fulfilling lifestyle. You will also gain the respect and appreciation of genuine country clients in sophisticated industry, agriculture and retail.

People like us need people like you

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