Financial Investment Adviser | Mandurah, WA

JamesValé Recruitment • Silver Sands, WA • Posted July 10, 2026

About the Role

Boutique Australian financial services business Senior full-time advisory role servicing wholesale and sophisticated clients Salary of $160,000 per annum plus superannuation The Company Finmar Asset Management Pty Ltd is an Australian financial services business based in Mandurah, Western Australia. The company holds Australian Financial Services Licence number 555048 and provides investment advisory, portfolio-management and wealth-management services to wholesale and sophisticated clients. The business is seeking a highly experienced Financial Investment Adviser to join its Mandurah-based team on a full-time basis. The Position This is a senior advisory role focused on investment advice, portfolio construction, portfolio reviews, investment research, client relationship management and business development. Key responsibilities will include: meeting with existing and prospective wholesale and sophisticated clients to assess their financial circumstances, investment objectives, risk to...