Question 1

Financial Adviser

Accepted Answer

My Fortress Townsville is a leading Financial Planning firm servicing the wider North Queensland region for over 30 years. Its unique business partnership with the Fit for Life Financial Group (FFLFG) provides a unique business offering, providing holistic financial advice. In addition to financial planning, the FFLFG also offers tax and accounting services (Austax) and mortgage broking (My Mortgage Partner).

Key role responsibilities:
Providing ongoing service and advice to a book of existing clients and building strong client relationships
Provide advice to new and existing clients in compliance with My Fortress Licensee Standards
Provide coaching and mentoring support to Advisers, Associate Advisers and Paraplanners
Provide internal support and collaboration to Group Clients with My Mortgage Partner and Austax Townsville
 
Experience and Attributes:
The successful applicant should possess the following attributes:
Met FASEA approved education qualifications
High level of verbal and written communication.
High standard of Microsoft Office competency.
Proactive approach and problem-solving ability.
Client focused.
Ability to work autonomously.
A professional work ethic.
Excellent communication skills.

To be considered for this opportunity, please submit your application to Townsville@myfortress.com.au

Question 2

Undergraduate Financial Adviser

Accepted Answer

At My Fortress, we have over 30 years of experience in mentoring and training undergraduate students throughout their career journey, right through to becoming a fully qualified Financial Adviser. With over 65 staff members in our team, we are looking for our future stars.

Whether you are in your first or third year of university studies, My Fortress has designed a Financial Adviser program that will enable you to learn all aspects of the financial planning process. You would commence in the administration team where you will learn the core skills in supporting the advice team, transition to paraplanning to develop your technical skills, as well as complete the FASEA professional year. The program can be offered as a part-time working arrangement while you complete your university studies.

This is an exciting, team focused role which will require excellent time management skills. Other skills you will have include:

High level of verbal and written communication.
High standard of Microsoft Office competency.
Proactive approach and problem-solving ability.
Client focused.
Ability to work autonomously.

Experience and Attributes:
The successful applicant should possess the following attributes:

Completing a Graduate Degree in Business, Commerce, Financial Planning, Accounting, Economics or Finance.
Willingness to continue relevant financial planning industry education.
Desire and enthusiasm to learn and understand all aspects of the financial services profession.
A professional work ethic.
Excellent communication skills.

To be considered for this opportunity, please submit your application to My Fortress Townsville
Townsville@myfortress.com.au

Question 3

Graduate Financial Adviser

Accepted Answer

At My Fortress, we have over 30 years of experience in mentoring and training students in becoming a fully qualified and successful Financial Adviser. With over 65 staff members in our team, we are looking for our future stars.

We offer a formal Graduate Financial Adviser program, with mentoring from a Partner and Senior Financial Adviser, which will enable you to learn all aspects of the financial planning process. The program will commence in the administration team where you will learn the core skills in supporting the advice team, transition to paraplanning to develop your technical skills, and finish as a fully qualified financial planner. You will complete the FASEA Professional Year as part of the program.

This is an exciting, team focused role which will require excellent time management skills. Other skills you will have include:

High level of verbal and written communication.
High standard of Microsoft Office competency.
Proactive approach and problem-solving ability.
Client focused.
Ability to work autonomously.

Experience and Attributes:
The successful applicant should possess the following attributes:

Completed Graduate Degree in Business, Commerce, Financial Planning, Accounting, Economics or Finance.
Willingness to continue relevant financial planning industry education.
Desire and enthusiasm to learn and understand all aspects of the financial services profession.
A professional work ethic.
Excellent communication skills.

To be considered for this opportunity, please submit your application to 
Townsville@myfortress.com.au

Question 4

Senior Accountant / Manager

Accepted Answer

At My Fortress Accounting, we provide individuals and businesses with a full range of accounting, taxation, compliance, and business support services. Our approach is personalized and tailored to meet each client's unique needs. We understand that modern business challenges require modern solutions, and we're here to help navigate the complexities of accounting and compliance with ease.

Our team believe that business accounting doesn't have to be stressful or time-consuming. By combining detail-oriented accounting with innovative solutions, we simplify the complexities of compliance and tax responsibilities for businesses of all sizes.

The opportunity
We are looking for an experienced Senior Accountant/Manager to join our dynamic team. In this role, you will manage a portfolio of clients, providing comprehensive accounting services and strategic advice. You’ll play a crucial part in ensuring our clients meet all compliance and taxation requirements, while also helping them achieve their business goals through tailored strategies.

Ideal Applicant
Bachelor’s degree in Accounting, Finance (CPA or CA qualification or on the path to complete)
Minimum of 5 years of experience in accounting or financial management, with a focus on  business and taxation services
Strong knowledge of accounting principles, tax laws, and compliance requirements
Proficiency in accounting software Xero and MS Office Suite
Excellent communication and interpersonal skills, with the ability to explain complex financial concepts in a clear and concise manner.
Detail-oriented with strong organizational and problem-solving skills.
Ability to manage multiple clients and deadlines efficiently.

What We Offer
Competitive salary package commensurate with experience
Opportunities for career development and professional growth
A supportive and collaborative work environment
Mentoring programs designed to the individual 
Relocation support

Looking for other career opportunities?
My Fortress Townsville is seeking Accountants of all levels to join our team and if you have completed or working towards a professional qualification in the financial services we would like to chat.  Please feel free to register an expression of interest by emailing the COO

To be considered for this opportunity, please submit your application to Townsville@myfortress.com.au

Let My Fortress help you grow your career as you help our clients grow their businesses.

Futures with My Fortress

Professionals

Work with us to build a long-term financial solutions, help our clients achieve their lifestyle of choice and sustainably shape a better tomorrow.

Join the My Fortress Team

Financial Adviser

Undergraduate Financial Adviser

Graduate Financial Adviser

Senior Accountant / Manager

Introduce Yourself

Workplace / lifestyle flexibility.