Financial Planning Jobs in Sydney

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Financial Planning tasks in Sydney

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Looking for an experienced Xero trainer / bookkeeper to provide practical training and support for my hospitality business. Training areas required: • Payroll (Hospitality focus): • Setting up employees (TFN, tax declarations, casual loading, entitlements) • Running pay runs: PAYG, superannuation, STP reporting • Understanding pay cycles, BAS obligations, and compliance • General Xero Basics: • Invoicing, bank reconciliation, chart of accounts • Managing bills, expenses, and reporting • Linking Xero with Deputy (rosters/timesheets integration) • Understanding BAS & GST handling inside Xero Training plan: • Around 3 structured sessions (e.g. Payroll / Xero Basics / Advanced + BAS) • 90-minute initial session this week (Payroll focus) • Ongoing support available when needed Format: • Zoom (preferred) or in-person (Glen Waverley VIC) Please include in your offer: • Your hourly rate / package rate • Your experience with Xero (Payroll + General), ideally with hospitality or small business

Sydney NSW, Australia

Wed Sep 10 2025

about 3 hours ago

Open

**Job Description: Virtual Assistant with Monday.com, Document management and Bookkeeping experience** ** Initially 5-10 hours per week ** Highly organised and detail-oriented Assistant proficient in Monday.com, document preparation and management using Word and Adobe Acrobat, and has solid bookkeeping experience. Tasks will include: - Client and Prospect engagement - Preparing offer documents to prospective clients - Following up with clients and prospective new clients - Following up on prospective clients - Arranging meetings via Zoom or MS Teams - Onboard new clients in Monday.com and Xero - Managing client workflows in Monday.com - Invoice clients from Xero - Calendar management - Other requests Personal attributes: - Honest, reliable and punctual - Proven experience working independently - Able to respond to messages and workloads within 1 hour - Takes ownership of tasks - Will ask when not sure - Positive personality and mindset - Proactive, not reactive - Exceptional spoken and written English skills We are looking for someone with a proactive mindset and a knack for problem-solving. You should be comfortable working independently and taking initiative in identifying areas for improvement within our workflows and financial processes. Strong communication skills are essential, as you will be collaborating with team members and potentially interacting with clients. Whilst most work will be remote, ideally you are in Newcastle, but interested parties from the Central Coast and Sydney are encouraged to apply. The budget is a placeholder only. Please quote your expected hourly rate.

Wed Sep 10 2025

about 6 hours ago

Open

Need help checking documents / drafting cost order and amended application also need advice or court representation obviously for a extra amount

Wed Sep 10 2025

about 7 hours ago

Open

Need advice after checking orders/ documents: family law, financial matter, enforcement orders. Need help with checking third party debt notice I have filled out Checking/ draft cost orders

Wed Sep 10 2025

about 7 hours ago

Open

I need someone to check my credit file and provide me financial advise based on my income

Wed Sep 10 2025

about 8 hours ago

Open

Set up Super clearveiw with ip and tdp

Tue Sep 09 2025

1 day ago

Open

Qualified solicitor needed to advise on post-separation BFA (Binding Financial Agreement) and whether it seems necessary for my situation. This could also include review/drafting a BFA based on one I drafted from a LawDepot template as a starting point, or from scratch. This could also include provision of a certificate of legal advice. Budget depending on degree of tasks undertaken. Please make offers for each and all tasks.

Tue Sep 09 2025

1 day ago

Open

Hi, I’m Shravan 👋 I’m experienced in financial analysis, Excel modelling, and business support, and I’m also open to helping with admin tasks, research, and general errands. I’m reliable, detail-oriented, and always make sure the job is done on time with quality. ✅ Financial/Excel support ✅ Data entry & admin tasks ✅ Research & reporting ✅ General help where you need a trustworthy hand If you’re looking for someone dependable and professional, I’d be happy to help. LinkedIn: https://www.linkedin.com/in/shravan-kumar-duddeti Email: [email protected] WhatsApp : +91 90593 34939

Tue Sep 09 2025

1 day ago

Open

I’m looking for a Sydney-based financial modelling analyst to support me on Exit Readiness Sprints with founder-led businesses. Key tasks: Clean up management accounts and prepare Adjusted EBITDA bridges. Assist with working capital analysis and equity bridge prep. Provide light due diligence support (QoE-style checks). Support live workshops (onsite or hybrid) as a technical analyst. Ideal background: Ex-Big 4 (EY, KPMG, PwC, Deloitte) or mid-tier TS/Corporate Finance. Experience in M&A, financial modelling, or due diligence. Can commit to day-rate project work (flexible, ad hoc). Budget & rate: I am looking for consultants at A$500–700/day This will start as project-based work with potential for ongoing engagements.

Sydney NSW, Australia

Tue Sep 09 2025

1 day ago

Open

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Last updated on 10th Sep 2025

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Type of financial planning job	1-2 tasks/week	3-5 tasks/week	5+ tasks/week
Accounting	$244	$610	$854
Tax Accountants	$280	$700	$980
Bookkeeping	$400	$1,000	$1,400
XERO Accounting	$220	$550	$770
MYOB Accountant	$220	$550	$770

*Based on average financial planning task prices in Sydney. Actual marketplace earnings may vary

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Financial Planning Jobs in Sydney

Browse through over 500 Financial Planning Jobs.

Financial Planning tasks in Sydney

Xero and Xero Payroll Training (STP) – Zoom”

Assistant - expereince with Monday.com & Bookkeeping

Lawyer help with family law financial matter qld

Lawyer to give me advice/ check documents on financial matter

Financial advice and credit file clean

Financial advisor

Solicitor to advise on BFA, review/drafting, and provide certificate

Professional Help with Financial Analysis, Excel & General Tasks

Financial Modelling Analyst (Onsite/Hybrid Sydney)

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