Financial Planning Jobs in Sydney

Browse through over 500 Financial Planning Jobs.

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

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Financial Planning tasks in Sydney

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I need a qualified accountant to review my financial documents and write a signed letter confirming my income and financial capacity. also possibility of other taxation/accounting works afterwards.

Wed Oct 14 2026

about 4 hours ago

Open

I’m looking for a qualified and experienced investment professional who can help me build a strong, well-diversified investment portfolio focused on stocks and ETFs. My goal is to develop a disciplined, long-term investment strategy that prioritises sustainable growth, diversification, and sensible risk management. I’m not interested in short-term gains, day trading, or trying to time the market. Instead, I want to focus on building wealth steadily over the long term. Ideally, I’m looking for someone who can: Help design a diversified portfolio aligned with my long-term financial goals and risk tolerance. Provide professional guidance on stock and ETF selection and portfolio allocation. Develop a clear, structured, and evidence-based investment strategy. Help me maintain discipline and avoid emotional investment decisions. Review and rebalance the portfolio when necessary. I’m looking for someone who takes a professional, transparent, and research-driven approach, with a strong focus on long-term wealth creation rather than quick profits. Requirements: Relevant qualifications and proven experience in investment management or financial advice. Appropriate Australian Financial Services (AFS) authorisation to provide personal financial advice, where required. Willingness to provide ASIC registration details and relevant professional credentials for verification. A clear explanation of your investment philosophy, services, and fee structure. I’m keen to work with someone who understands the importance of patience, consistency, diversification, and disciplined investing. If you have the relevant expertise and can help me develop a solid long-term investment strategy, please get in touch with details of your experience and how you can assist. Thank you!

Wed Oct 14 2026

about 21 hours ago

Open

I need to do my tax return for both financial years

Wed Oct 14 2026

about 21 hours ago

Open

Require a registered Australian Financial planner to provide me with Statement of Advice letter to that you be issued with a margin lending facility with Interactive Brokers. -- In order to be approved for a margin account, you must provide a valid Statement of Advice (“SOA”) from your financial advisor that is not more than 90 days old and which recommends that you be issued with a margin lending facility. Upload the SOA to this task once available." ---

Wed Oct 14 2026

about 22 hours ago

Open

Just need to do my tax return for 2025/2025 Financial year

Wed Oct 14 2026

about 22 hours ago

Open

About Our Organisation We are an ACNC-registered Australian charity operating in the arts and education sector. Our mission is to promote arts and music education among younger generations and provide opportunities for young artists to develop their skills and contribute to the community. Industry: Arts and Music Registration: Registered charity with the ACNC Annual turnover: Historically less than AUD $10,000 Current financial year: No turnover in 2026 to date Expected turnover: A few thousand dollars in 2027 Staffing: Entirely volunteer-run, with no employee or staff costs Location: Sydney, NSW Scope of Work We are seeking an experienced Australian tax and charity-sector professional to assess our eligibility for Deductible Gift Recipient (DGR) endorsement and manage the application process through to a formal decision. The successful applicant will be expected to: Provide a clear action plan: Identify any eligibility gaps, constitutional amendments or supporting documents required before submission. Prepare and lodge the application: Take responsibility for preparing and submitting a complete and well-supported application to the appropriate authority. Manage follow-up and correspondence: Respond to requests for further information, clarify issues raised by the ATO and coordinate any necessary amendments or additional supporting evidence. Work towards a successful outcome: Proactively manage the application through to a formal decision, advising us on any obstacles and the steps needed to address them. If there are more than 2 rounds of ATO correspondences, we are happy to discuss and provide more fees for your extra work. Anyone who could help please provide your past experience. Thank you.

Tue Oct 13 2026

2 days ago

Open

Financial advice needed im saving for a house deposit

Mon Oct 12 2026

2 days ago

Open

I’m after a registered tax agent who will be proactive, not just lodge returns once a year. I’m a finance manager with a CFO background, so I don’t need things dumbed down. I need someone who will think ahead with me and tell me what I should be doing before the year ends, not after. A big part of this is structure. I want help working out whether our current setup is right, or whether we should be looking at a trust, a different way of paying family members, or other changes as the business grows. What’s in the mix: Two individual returns (me and my wife), both with PAYG income My company (consulting), including dividend planning and paying family members properly for work they do Wife does contract work for the company under her own ABN, and we’re deciding between contractor and payroll going forward Joint holiday rental (Airbnb) owned with another family, with the loans held separately Home office claims, including the CGT side of claiming occupancy costs Novated lease through my employer and an EV owned by the company An early-stage startup I’m co-funding Home loan increase for a renovation this financial year What I need: An upfront planning session to review our current setup, recommend the best structure for where we’re heading, and set the FY27 strategy FY27 returns for all entities, and every year after Ongoing support: quarterly check-ins, BAS/IAS where needed, and someone I can message when a decision has tax implications Must haves: Registered tax agent (please include your TPB number) Real experience with small company structures, trusts, family income and rental properties Happy to work from well-organised records (I keep detailed workbooks) Remote is fine, Sydney-based is a bonus Please quote for the upfront planning and structuring session separately, and give me an indication of your ongoing annual fee (returns plus quarterly support).

Mon Oct 12 2026

3 days ago

Open

Hi! I’m looking for someone with experience using ARGUS EstateMaster Development Feasibility (DF), particularly Version 7.60, to assist with tutoring and exam preparation. I’m currently working through the EstateMaster certification material and would appreciate assistance understanding the software, navigating its functions, and working through practice exam questions accurately. Ideally, I’m looking for someone who: * Has strong experience with EstateMaster Development Feasibility (DF). * Understands the software’s inputs, calculations, functions and financial modelling. * Can assist with practice questions, exam preparation and explaining correct answers. * Is familiar with EstateMaster certification exams and their question formats. * Can provide online tutoring or remote assistance. This would be particularly suited to professionals working in the property industry, including property valuers, development analysts, feasibility consultants, or postgraduate/master’s students studying property development, valuation, or real estate finance. I’m particularly interested in someone who can help me work through questions efficiently while explaining the reasoning behind the answers. Please reach out if you have relevant experience. Happy to discuss pricing and availability!

Sun Oct 11 2026

4 days ago

Open

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Last updated on 15th Oct 2026

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Type of financial planning job	1-2 tasks/week	3-5 tasks/week	5+ tasks/week
Accounting	$240	$600	$840
Tax Accountants	$274	$685	$959
Bookkeeping	$280	$700	$980
XERO Accounting	$240	$600	$840
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.

See what you could earn

$0

Financial Planning tasks in Sydney

Accountant to review documents and write a financial capacity Letter

Seeking a Professional Investment Manager / Financial Adviser

Tax return - 2024-2025 and 2025-2026

Financial Planner (Registered in Australia)

Get my tax return done

DGR Endorsement Specialist for ACNC-Registered Charity

Financial advisor for a pensioner with a business

Proactive tax agent for family tax planning + ongoing support

Argus EstateMaster Help

Unlock new income opportunities in Sydney