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Financial Adviser






Stonehouse Capital Pty (Ltd) t/a Eq.Fin Pty (Ltd)

Tasks vary depending on the role but typically involve:

  • Contacting clients and setting up meetings, either within an office environment or in clients' homes or business premises;
  • Conducting in-depth reviews of clients' financial circumstances, current provision and future aims;
  • Analysing information and preparing plans best suited to individual clients' requirements;
  • Completing risk analyses;
  • Researching the marketplace and providing clients with information on new and existing products and services;
  • Designing financial strategies;
  • Assisting clients to make informed decisions;
  • Researching information from various sources, including providers of financial products;
  • Reviewing and responding to clients changing needs and financial circumstances;
  • Promoting and selling financial products to meet given or negotiated sales targets;
  • Negotiating with product suppliers for the best possible rates;
  • Liaising with head office and financial services providers;
  • Communicating with other professionals, such as estate agents, solicitors and valuers;
  • Keeping up to date with financial products and legislation;
  • Producing financial reports;
  • Contacting clients with news of new financial products or changes to legislation that may affect their savings  and investments;
  • Meeting the regulatory aspects of the role, e.g. requirements for disclosure, costs of the services provided      and also the advised products.



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