Approved FP

We are a leading Australian Financial advice business looking to hire the best Philippine based talent to join our team of exceptional professionals.

We specialise in goals based financial planning advice for late accumulators as well as pre retirement and retirement.

Our Values

We always:

•Work for our customers

We work extremely hard to continually evolve our service offer to exceed the expectations of our valued clients. We help our clients create their best lifestyles and are paid via transparent flat fees.

•Do the right thing

We act responsibly, ethically and with integrity, compassion, empathy and without ego. Doing so allows us to invest in the growth of our people and our company, as well as to foster positive relationships in our community.

•Be innovative, learn fast – move fast

We relish challenges and solve problems with initiative and creativity. If it’s broken, we fix it. If not, we improve it. We are always open to new ideas and adapt to change without complaint.

•Reward and recognise achievement

We focus on results and on progress, celebrate the achievements of our clients and the success of our business and our staff. We always recognise and reward team and individual contributions.

•Collaborate

We share information, ideas and resources and take action as part of a team effort. Communicating openly and directly, we are able to welcome and respect each other’s unique contributions and believe we are stronger with collaboration.

•Empower and trust

We empower our people with responsibility, accountability and authority whilst giving them the capacity to delegate with guidance and support. By nurturing our values for leadership, ownership and extraordinary effort, we foster pride in everything we do.