Careers with PDD Advisory Group

Financial Adviser

The opportunity

Due to continued growth within our financial services business we currently have a fantastic opportunity for a self-motivated individual to join our Financial Advice team as a Financial Adviser in one of NSW’s fastest growing regions.

  • Port Macquarie based business providing Chartered Accounting, Financial Planning and  Mortgage services
  • Looking to expand our already successful Financial Planning business
  • Suit dynamic Associate adviser perhaps with para planning experience looking for the next opportunity
  • Looking for someone who can look after a book of ongoing service clients but can also bring on new clients sourced by our accountants
  • Has support team in place that will support the adviser

The ideal candidates will have the following skills and experience:

  • Minimum ADFP and RG146
  • Passed the FASEA Code of Ethics exam would be desirable.
  • If not already obtained, commitment to obtain the FASEA minimum education qualifications required by 2026.
  • Able to demonstrate a strong background in Financial Planning with 1+ years Advisory experience
  • Have a working knowledge of XPLAN preferably to Advice Construction level.
  • Strong relationship skills
  • Have a commitment to ongoing education and development
  • Excellent written and verbal communication skills
  • The ability to work well in a team environment and be independently motivated
  • Mortgage broking experience or exposure would be an advantage.

Please submit your CV and expression of interest to adminfp@pdd.com.au

 

Position for Administration / Receptionist

PDD Advisory Group – is a highly respected and long established Accounting & Financial Planning business on the Mid North Coast.

Join our Port Macquarie Administration team in a role that contributes to a smoothly run office, provide professional service to our clients and support to the Accounting and Financial Planning teams.

This is a full time, multi-faceted administration position for the right candidate.

We are seeking a professional & pleasant mannered person for frontline reception duties and general office duties, for example, answering & making phone calls, typing, scanning, filing, scheduling appointment etc

Attention to detail and accuracy is very important.

The position requires a knowledge of Outlook, Word, and Excel.

Experience of MYOB programs & accounts receivable and payable would be beneficial.

Please submit your CV and expression of interest to  admin@pdd.com.au