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BEGIN YOUR CAREER WITH ONE OF AUSTRALIA’S
LEADING FINANCIAL ADVISORY FIRMS!
Trusted Adviser Development Program – A Pathway for Graduates & Career Changers!
Are you studying Financial Planning or an equivalent qualification, recently graduated or looking for a professional career change? Are you seeking on-the-job training with support from one of Australia’s leading financial planning firms while doing so with a happy heart?
Why Alman Partners?
At Alman Partners True Wealth, we believe in creating a workplace where talent, passion, and innovation thrive. We are a leading holistic financial advisory firm dedicated to providing exceptional 5-star service to our clients and fostering a supportive and dynamic environment for our team members.
Join a team that is committed to excellence in everything we do. Our clients trust us with their most important financial decisions, and we uphold the highest standards of integrity, professionalism, and expertise. You will be part of a firm that sets the benchmark in the financial advisory profession.
Our Trusted Adviser Development Program will provide developmental tools, experience with a team of Advisers, broader network of Australia and New Zealand’s leading Advisers and vital skills to maximise your impact as a Trusted Financial Adviser.
Apply Today!
Upload your resume to Alman Partners and complete the information below to discover what exciting career opportunities await!
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UNLEASH YOUR FULL POTENTIAL WHILE REACHING NEW HEIGHTS TOGETHER AS A TEAM!
Who is Alman Partners?
As an independent, award-winning financial advisory firm we act as our client’s fiduciaries, providing advice that is always in their best interests. We are not licensed through the providers of financial products, which allows our firm the objectivity to select the most appropriate solutions available market-wide. Holding our own Financial Services Licence gives us greater capacity to put clients first, effectively removing potential conflicts of interest. We are pioneers in the industry, offering a fee-for-service model that provides clients with exceptional transparency and wholesale investment solutions.
Did you know that 80% of our team and 73% of our Advisers are female?
A reverse of the male-dominated norms in the Financial Planning profession.
About Alman Partners
We are CEFEX Certified and are one of only a handful of Financial Advice firms in Australia that adhere to a standard representing the best practices in our profession. Since 2016, Alman Partners continues to voluntarily participate in annual audits conducted by the Centre of Fiduciary Excellence (CEFEX), in order to maximise professionalism and ensure standards and global best practices are maintained. Clients often don’t know all of the questions that they should be asking their Adviser to be reassured of the integrity of their services, so this certification is their confidence that we are being held accountable to a Fiduciary standard. The Financial Advice Association of Australia (FAAA, previously FPA), is the peak professional body for financial planners in the country, and Alman Partners is an FAAA Professional Practice. Alman Partners was named the 2022 FPA Professional Practice of the Year (along with Finalist placings in 2020, 2021 and 2024). In 2023, Alman Partners was also named a finalist in the ifa Excellence Awards – Employer of the Year.
Alman Partners is a Founding Member of the Global Association of Independent Advisors (GAIA®). All GAIA member firms strongly believe in the evidence-based investment philosophy. Membership to the Association is by invitation only. To learn more about GAIA, you can visit the website
In 2003, our founder Scott Alman, had the vision to create a community-owned foundation with the aim to continually grow a base of investment funds that would provide a permanent and growing source of funding to those in need in our community. Today the Mackay Community Foundation has provided over $1.7 million in grants. Alman Partners manages these investments for the Foundation and continues to engage at the Board level.
We are not for sale. Alman Partners has a strong generational succession plan to service our clients, their children and grandchildren well into the future. This plan provides a pathway to ownership and opportunities for rising stars to have a greater impact on the future of the business.
I work for Alman Partners because of the amazing culture and career advancement opportunities. Alman Partners feels like “home” and a joy to come to work everyday spending time with amazing people. The highlight of my job is seeing clients fulfil their goals and playing a part in making this happen for them fills me with a sense or purpose and pride. My learning and development is a clear focus for my team leader and I feel supported through my educational journey.
Ashleigh Davis
Began in 2022 as a Client Service Officer, currently progressing through the Trusted Adviser Development Program.
Benefits of working with Alman Partners
CFP Certification program costs covered
CFP Certification program costs covered The Certified Financial Planner (CFP) Professional certification is the standard of excellence for financial planners. CFP® Professionals have met extensive training and experience requirements along with a commitment to the highest ethical standards. CFP is the preferred level of qualification for all Alman Partners’ advisers and our Study support policy provides the opportunity for up to 100% of costs to be reimbursed. For more information on the Certification, visit the FAAA website.
2 Stunning Office Locations in Mackay & Brisbane
2 Stunning Office Locations in Mackay & Brisbane With a stunningly renovated head office in Mackay’s city heart, and a modern, vibrant facility in Brisbane City, our 2 office locations are certain to wow any visitor. With Barista quality coffee facilities, outdoor dining area (Mackay) and café style lunch areas, we are certain that you have found a slice of paradise tucked away in the city. Our open plan offices also have quiet corners for more focused work.
Flexi Days
Flexi Days Alman Partners understands that our firm’s success relies on the hard work and dedication of our amazing team. As a performance bonus, up to 5 additional flexi days are awarded annually to our team member’s leave balance, above the National Employment Standard.
Heart-led Culture
Heart-led Culture Alman Partners is a supportive employer focusing on both personal & professional development. Heartstyles plays a pivotal role in shaping our team culture, by providing a structure and framework for being aware of and practicing more effective behaviours since 2017. The key principles of Heartstyles, along with Kaizen, now form the basis of our AP Way – a guide to excellence. Our firm has made such an impact in our team member’s lives that we have had several return to us after pursuing different career paths. Participants will have access to our internal Adviser Excellence Program, providing a solid foundation for developing the interpersonal and technical skills needed to become a world-class Financial Adviser. This is complimented with access to a suite of technical development conferences and tailored courses, facilitated by leading global experts.
Your Own Financial Adviser
Your Own Financial Adviser After 12 months with Alman Partners, you will have access to your very own Financial Adviser allowing you to experience the journey that our clients benefit from, with the added bonus of getting your own financial house in order and on track for living your own life of true wealth!
Dog Friendly Office
Dog Friendly Office On occasion, we are happy for your fur baby to spend the day in the office (Mackay), provided they are friendly, well trained and are happy to spend the day at your side.
Active Social Club & team activities
Active Social Club & team activities Alman Partners work hard, but we also play hard. With an active Social Club, members are treated to a variety of activities, including race days, sunrise with the kangaroos, axe throwing, pizza parties, and sunset beach drinks. We also hold end of financial year gatherings and Christmas parties, along with monthly BBQ lunches, fortnightly Pie Fridays (Mackay) and whole team gatherings.
- CFP Certification program costs covered
-
CFP Certification program costs covered
CFP Certification program costs covered The Certified Financial Planner (CFP) Professional certification is the standard of excellence for financial planners. CFP® Professionals have met extensive training and experience requirements along with a commitment to the highest ethical standards. CFP is the preferred level of qualification for all Alman Partners’ advisers and our Study support policy provides the opportunity for up to 100% of costs to be reimbursed. For more information on the Certification, visit the FAAA website.
- 2 Stunning Office Locations in Mackay & Brisbane
-
2 Stunning Office Locations in Mackay & Brisbane
2 Stunning Office Locations in Mackay & Brisbane With a stunningly renovated head office in Mackay’s city heart, and a modern, vibrant facility in Brisbane City, our 2 office locations are certain to wow any visitor. With Barista quality coffee facilities, outdoor dining area (Mackay) and café style lunch areas, we are certain that you have found a slice of paradise tucked away in the city. Our open plan offices also have quiet corners for more focused work.
- Community & Global Connections
-
Flexi Days
Flexi Days Alman Partners understands that our firm’s success relies on the hard work and dedication of our amazing team. As a performance bonus, up to 5 additional flexi days are awarded annually to our team member’s leave balance, above the National Employment Standard.
- Heart-led Culture
-
Heart-led Culture
Heart-led Culture Alman Partners is a supportive employer focusing on both personal & professional development. Heartstyles plays a pivotal role in shaping our team culture, by providing a structure and framework for being aware of and practicing more effective behaviours since 2017. The key principles of Heartstyles, along with Kaizen, now form the basis of our AP Way – a guide to excellence. Our firm has made such an impact in our team member’s lives that we have had several return to us after pursuing different career paths. Participants will have access to our internal Adviser Excellence Program, providing a solid foundation for developing the interpersonal and technical skills needed to become a world-class Financial Adviser. This is complimented with access to a suite of technical development conferences and tailored courses, facilitated by leading global experts.
- Your Own Financial Adviser
-
Your Own Financial Adviser
Your Own Financial Adviser After 12 months with Alman Partners, you will have access to your very own Financial Adviser allowing you to experience the journey that our clients benefit from, with the added bonus of getting your own financial house in order and on track for living your own life of true wealth!
- Dog Friendly Office
-
Dog Friendly Office
Dog Friendly Office On occasion, we are happy for your fur baby to spend the day in the office (Mackay), provided they are friendly, well trained and are happy to spend the day at your side.
- Active Social Club & team activities
-
Active Social Club & team activities
Active Social Club & team activities Alman Partners work hard, but we also play hard. With an active Social Club, members are treated to a variety of activities, including race days, sunrise with the kangaroos, axe throwing, pizza parties, and sunset beach drinks. We also hold end of financial year gatherings and Christmas parties, along with monthly BBQ lunches, fortnightly Pie Fridays (Mackay) and whole team gatherings.
Program Overview
Alman Partners Trusted Adviser Development Program is an exciting opportunity to develop the necessary skills to help you become the best adviser you can be!
Depending on your entry qualifications and skills, timeframes in each level may vary. Alman Partners’ Advice Team operates in a Diamond structure, allowing cross-team training and growth opportunities whilst ensuring our clients and team have the appropriate level of support at all times.
This Program is facilitated in our Mackay office.
Open to Graduates studying Financial Planning or similar qualification, or those looking for a professional career change.
Welcome to Adviser Boot Camp!
LEVEL 1: Operational Familiarisation & Study > 12 months
Setting solid foundations for your career is vital and in Level 1, you will learn valuable skills around building client relationships and working with a team, while familiarising yourself with all of the roles within our firm. You will also gain a strong understanding of our systems inside-out.
Between Level 1 & Level 2 opportunity will present to participate in a dedicated 2-year EQ & SQ training program facilitated by GAIA, to become a world-class adviser.
LEVEL 2: Adviser Skill Development – Commence Professional Year.
Shifting responsibilities to more of a financial analyst role, you will be assisting your Relationship Adviser & Lead Advisers. This will include activities such as preparing agendas, attending client meetings, drafting File Notes and performing follow-ups, creating new Client Strategy Working Papers and managing existing client’s advice processes, ensuring adequate detail is available for the Financial Analysts to prepare Advice documents.
LEVEL 3: Transition to Lead Adviser – Commences once passed FASEA Exam and completing final quarter of Professional Year.
Level 3 is where things get really exciting. You will start building your own client base from the transition of clients from other Advisers, as well as bringing on new clients. You will continue to support your Diamond Team in line with Level 2 activities which will reduce proportionally as your client base grows. You will have supervised platform transacting on allocated clients and you will work towards your growth targets in your Personal Development plan.
Woohoo – you have achieved Lead Adviser! All of your hard work and dedication through your Associate Phase has paid off, but there is still more to be achieved!
LEVEL 1
Phase 1 will see you continue to build your client base from the transition of clients from other Advisers and onboarding new clients, in turn building long lasting client relations while working towards your set revenue targets. Supporting your Diamond Team will continue in order to deliver on the annual business plan goals which often include exciting development projects.
As “Associate Master” you will now be in a position to impart your learnings to the next generation coming through the Program. Working towards achieving the highest qualification of a Financial Adviser in Australia – set the CFP® Professional designation in your sights. Continuing to develop your relationship skills you will become involved with at least 2 professional networks or Centre of Influence fostering relationships to assist you, your clients and Alman Partners. You will also have at least 1 pro bono team member client.
LEVEL 2
Upon achieving your Phase 1 targets get ready to master Phase 2. Remuneration in this Phase is linked to the quality of Advice produced, achieving and maintaining your Continued Professional Development (CPD) requirements, progress on your Heartstyles journey, project delivery & annual recurring revenue being managed.
You will continue to support your Diamond Team in delivering set business plan goals, developing Associates, deliver on Business improvement Projects and become a member of an Operational Committee within Alman Partners. Committees range from our Internal Investment Committee to Brand and Marketing and Compliance.
Building those networking relationships has paid off as you step in to a Champion role on a min. of 2 relationships. You will take at least 2 pro bono team member clients under your care, and drum roll please… you will have achieved CFP® Professional status!
LEVEL 3
You have achieved Senior status! Congratulations. As a Senior Lead Adviser your responsibilities will include all those in Phase 2 and a few more, allowing you to shine as the Leader in the Profession you are becoming. Along with developing Associates, you will also take under your wing other Lead Advisers in Phase 1 and 2. You will now have oversight and management responsibilities of Business Improvement Projects, increasing your role within your Operational Committee becoming a Lead or Chair.
With a focus on education you will provide a min. of 2 formal training sessions per annum either to the team internally or via our Lunch & Learn program with our Centres of Influence. This is also a great opportunity to hone your skills undertaking additional education and specialisations to become an expert in the topic.
From here, there are opportunities, when they arise, to form another Diamond requiring a new Relationship Adviser which focuses on managing a Diamond all of your own!
Apply for our Trusted Adviser Development Program Today!
Submit your resume, past experience, and if you are currently studying, mention the qualification and expected graduation date. Should you meet our criteria, we will be in touch to discuss any next steps.
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During my time in the Adviser Excellence program, I greatly appreciated its structured nature, which provided a clear and organized learning path. The ability to learn from experienced Advisers who shared their journeys and insights has been invaluable to my development, as has the feedback I have received and continue to receive. The collaborative nature of the Alman Partners team plays a crucial role in fostering ongoing learning and development, even beyond my Professional Year. Working alongside such a diverse group of professionals within the business offers continuous opportunities for growth and learning which I have found to be invaluable.
Mel Uren
Began in 2022 as an Associate, and is currently a Lead Adviser Level 1.