Work with us

Build a future shaped around you, supported by a dynamic culture of inclusion, collaboration and high performance.

Our Values

Accountable

The impact we create for our clients, communities and the planet is our responsibility.

Proactive

We are providers of game-changing advice, capital and alternate asset opportunities.

Professional

Our outcomes are built on uncompromising honesty and integrity.

Relationship Focused

We build valuable partnerships that empower our people, our clients and the communities in which we operate.

Our Benefits

Reward and Recognition

We believe that we should all share in the success of our efforts.

Performance based incentives

Annual travel voucher to put towards your personal leisure travel

Employee Share Scheme

Discounted financial services and advice

Recommend our next Prime Person and be rewarded

Our Benefits

Learning & Development

We are dedicated to the continuous learning and development of our people.

We believe that investing in individual growth not only benefits individuals but also strengthens our organisation as a whole.

Learning & Development pathways for all of our people of both soft and hard skills

1 day of study leave and 1 day of exam leave per semester (max 4 days per year)

Access to over 400 free online courses relating to the UN Global Compact

Our Benefits

Charitable Participation

We believe a key role of business is to create a positive impact on people and the planet.

Alignment to charities creating impact in our areas of concern and aligned to our commitment to UN Global Sustainable Goals.

We also provide a month of matched charitable donations and funds raised by our employees for non-profit organisations.

To support our employees' volunteering efforts, we offer one day paid volunteer leave.

We are signatories to the UN Global Compact.

Our Benefits

Diversity, Equity & Inclusion

We embrace diversity, equity & inclusion and believe it is key to our success.

Legislated Parental Leave.

Updated DEI Policy released.

We support the Encoreship program – bringing women back to work after an extended time away from the workforce.

Our Benefits

Well-being

Well-being in the workplace

End of trip facilities in all of our corporate offices

Flu vaccination reimbursements

Access to an Employee Assistance Program

Work from home flexibility

Current Openings

Senior Accountant
Brisbane, QLD
Full time

Part-time available upon discussion

Qualifications & experience

  • CA/CPA qualified or studying towards
  • 3+ years of relevant experience, showcasing a solid foundation in accounting practices
  • Preferably possesses experience in a mid-tier environment, demonstrating familiarity with its operational nuances
  • Ability to establish and nurture strong client relationships, fostering trust and satisfaction
  • Excellent verbal and written communication skills, adept at liaising with clients, colleagues, and stakeholders across the organisation
  • Capable of working independently and collaboratively with others, providing support to Directors, Partners, and team leaders
  • Exhibits a forward-thinking and positive approach, encouraging innovation and constructive contributions from team members
  • Seeking an opportunity for professional growth within a dynamic and expanding firm

Tasks & responsibilities

  • Prepare & review Board packs and  management reporting to support clients in achieving their business goals
  • Prepare and review Financial Statements and Tax Returns for Companies, Partnerships, and Trusts
  • Review BAS and IAS returns to ensure accuracy
  • Address CGT, GST, and Div 7a issues in year-end compliance work
  • Assist in training junior roles to assist with their technical skills
Marketing Specialist
Melbourne or Sydney
Full time

Qualifications & experience

  • 3–5 years of marketing experience, preferably in the finance industry
  • Proficiency in digital marketing channels and tools (organic & paid social ads, SEO, SEM, CMS, Google Analytics)
  • Experience in content creation, including blogs, social media, email campaigns, and website copy
  • Strong analytical skills to evaluate marketing performance and optimise campaigns
  • Excellent written and verbal communication skills
  • A bachelor’s degree in Marketing, Communications, Business Administration, or a related field is preferred
  • Knowledge of graphic design and multimedia content tools is a bonus

Tasks & responsibilities

  • Develop and execute multi-channel marketing campaigns to enhance brand visibility and drive engagement
  • Create engaging content across various platforms, including social media, EDMs, blogs, and print materials
  • Manage and optimise digital marketing channels, ensuring alignment with business objectives
  • Conduct market research and competitor analysis to inform marketing strategies
  • Ensure consistency in branding and messaging across all marketing collateral
  • Track, analyse, and report on campaign performance, identifying areas for improvement
  • Collaborate with internal teams and external partners to deliver impactful campaigns

Office Manager
Southbank, Melbourne VIC
Full time

Qualifications & experience

  • Proven experience as an office manager, or in a similar administrative role.
  • Excellent organisational and time management skills, with the ability to prioritize tasks effectively.
  • Strong interpersonal skills and the ability to interact professionally with clients, visitors, and colleagues at all levels.
  • Ability to work independently with minimal supervision and demonstrate initiative.
  • Proficiency in Microsoft Office suite (Word, Excel, Outlook, PowerPoint) and other relevant software applications.

Tasks & responsibilities

  • Serve as the first point of contact and the face of our organisation, to meet and greet clients and visitors in a professional and friendly manner.
  • Answer and direct incoming calls to the appropriate personnel.
  • Manage and distribute all incoming & outgoing mail, and couriers efficiently.
  • Assist with travel management and bookings for the Senior Leadership Team.
  • Ensure meeting rooms are set up appropriately for scheduled meetings, including any necessary equipment or catering arrangements.
  • Assist with the coordination of office-based meetings and events, including organising logistics and preparing necessary materials (both internal and external events).
  • Order and maintain adequate levels of office supplies, including stationery and kitchen supplies.
  • Perform other administrative tasks and responsibilities as required to support the efficient operation of the office.
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