Paraplanner/Associate Planner

About the Company

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.

Responsibilities

• Research, modelling, documentation and preparation of applications
• Coordination, communication, attention to compliance and record keeping
• Client facing and relationship building
• Supporting wealth strategies for farming families and sophisticated investors

Requirements

• FASEA accredited or nearing qualification
• 3+ years of experience in paraplanning
• Working knowledge of platforms, investment instruments, superannuation and insurance
• Willingness to be based in Swan Hill

Preferred Qualifications

• Experience or interest in working with primary producers and regional businesses
• SMSF and gearing accreditation
• Experience with direct equity, aged care, Centrelink, and X-PLAN