You spend your days helping others have a better lifestyle…..

Now its time to think about yours!

  • Have you always dreamed of a tree change or sea change but don’t want to give up your career opportunities?
  • Here’s your chance to secure a future in a lifestyle location without sacrificing your career.
  • Imagine…. No traffic to fight, no parking costs, live on the beach or in the bush and still be 20 minutes to our beautiful office location.
  • You could even kayak or boat to the office!
  • Have a dream lifestyle (maybe knock $200k off your mortgage) all whilst being a large part of one of WA’s most highly regarded financial advice firms.


Merideon Wealth Strategies is located in the beautiful Mandurah Ocean Marina (55 minutes from the Perth CBD). As one of the fastest growing and most highly awarded Financial Advice firms in the southwest, we not only offer the lifestyle you have dreamed of, but the opportunity to advance your career in a fun, innovative and growing business.

We partner with our clients, to help them take control of their finances and build a more enriching life.

We live & breathe our Core Values and are looking for someone who will do the same – It’s Personal, We are Family, Celebrate Life, Take the Lead, Simplify, Evolve, The Extra Mile

After a period of consolidation, we are preparing for some explosive growth and we are looking for the right adviser to be a part of that growth!

The role

  • You will take on the advice relationship with existing clients in our Mandurah office.  We are in the relationships game and you will continue to build trust by providing great service, experiences and outcomes.
  • Through a recent acquisition we also have a range of clients who are not currently engaged in our ongoing advice offer that you can work with.
  • You will have a regular stream of new ideal clients appointments to help grow your client base.
  • You will have the opportunity to be mentored by highly awarded advisers and help mentor other team members
  • You will have the opportunity to be a part of shaping the future of the business with your ideas and passion.
  • In time, the right person would be offered ownership in the practice.

The person

We are people people.  We are looking for someone who is passionate about financial planning and has the promise and capability to be a business partner, now or in the future.  We will be here to support, mentor and invest in you.  We are seeking someone who aspires to be the best they can be, who wants to be part of something great and something that will be meaningful.

You will be provided with responsibility and we will need you to operate with autonomy.  We will work hard and have fun.  As part of that, we need outcomes and need you to get things done.  We value curiosity.  We need someone who is innovative and creative so they can continually seek improvement in their role and the way that we do things.


  • You are RG146 compliant and have been an adviser for a minimum of 2 years already.
  • You have completed or are presently completing your FASEA education requirements.
  • You need to have excellent oral and written communication skills.
  • You are highly professional but extremely personable and can empathise with a large range of clients.
  • You must be a team player. We are building something that everyone benefits from.
  • We innovate so technology skills and ability to adapt and learn new software is a must!
  • You need to be able to manage yourself and achieve great results, but be able to question the status quo and ask for help when needed.

The Location

We are flexible and will be prepared to work with the ideal candidate to ensure a great work/life balance.

If you’re not yet ready to live in Mandurah, commuting is a easy with a 55min drive from Perth CBD against the traffic or a comfortable train ride. Working remotely for some days each week is also possible.


We are offering a great base salary and generous incentives with a solid pathway to equity.

Don’t wait opportunities like this don’t come along every day – reduce your living costs, improve your lifestyle and make a fantastic career move!


Complete the Application, then email your resume and a short video about “Why this opportunity is for me” to start the journey!


    Financial Adviser Application

    Full Name*


    Contact Number*

    Current FASEA Education status - select all that are appropriate*
    Exam PassedEthics Unit completedFurther studies underwayAll education requirements metFurther Studies required

    Why are you looking at this opportunity?*

    Please upload a copy of your resume (Max File Size 2MB)*

    To help us get to know you, please upload a short unedited video explaining why this opportunity is for you (Max File Size 10MB)

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