Becoming a Bridges planner
Our proven expertise and ongoing commitment to our financial planners and clients has helped us build an enviable reputation in the financial services industry to become one of Australia’s leading financial planning groups.
We actively support our financial planners to build mutually rewarding and profitable businesses. Providing extensive support services while nurturing referral networks and alliances, we help planners establish their business and develop it through enduring relationships with clients.
Our planners have the skills and experience, as well as access to appropriate products and services from our associated business, to be able to service clients with complex financial planning needs.
Specialist expertise
The strength of your financial planning business depends on the level of support you receive behind the scenes. Our specialist resources, quality tools and extensive technical and business services support you in building a successful business.
We have designed our support services to free up your time so that you can focus on building a successful business.
Our services include:
- Experienced in-house research including Approved Investments
- Technical services
- Full services stockbroking - ASX participant
- Compliance
- Business support services
- Paraplanning and Statement of Advice checking
- SOA writing software
- Comprehensive training
- Practice development program
- Marketing support services
- Online resources
- Financial snapshots
Joining Bridges
If you are dedicated to providing quality advice and service to clients while running a successful business, then we would like to talk to you. We are looking for motivated individuals looking to build their business and who can see the benefits of utilising our support services and alliances.
Suitable applicants should have:
- Diploma of Financial Services (Financial Planning) or equivalent
- Industry experience
- Desire to achieve and progress
- Aptitude for developing relationships
- Ability to communicate at all levels
If you would like to apply to become a Bridges financial planner please email your resume to financial.planning@bridgesweb.com.au.
For an information booklet or to speak to a practice manager please contact:
Mark Stephen - 0421 055 159
