Financial Planning Jobs in Sydney

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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’m looking for a qualified financial advisor to provide an initial consultation focused on tax-effective investing, long-term wealth creation, and portfolio strategy. I’m particularly interested in advice around: - Building a diversified, long-term growth investment portfolio - Reducing portfolio concentration and managing investment risk - Strategies to legally reduce tax beyond salary sacrifice - Tax-effective investment structures and strategies - Debt recycling and how it may apply to my situation - A few specific questions I’d like professional guidance on At this stage, I’m not looking for a full-fledged Statement of Advice (SOA) or an ongoing engagement. I’d like to start with an initial discussion/consultation to address these questions and understand the strategies that may be appropriate. Ideally, you should have experience in investment strategy, Australian taxation, portfolio diversification, and debt recycling. Please let me know your qualifications, relevant experience, consultation fee, and what you would typically cover in an initial session.

Wed Aug 26 2026

7 minutes ago

Open

YCMAU is a growing Australian consultancy and needs an experienced bookkeeper to take ownership of our ongoing bookkeeping and financial administration. We use Xero. Initially I need someone to review the existing file, flag anything needing clean-up, then establish an ongoing routine. Ongoing scope: - Xero bookkeeping and reconciliations - transaction coding and record keeping - accounts receivable and overdue invoice monitoring - accounts payable - GST/BAS preparation and lodgement - payroll/contractor administration as required - monthly management reporting - revenue, expenses, cash position, outstanding invoices, upcoming liabilities and profit/loss Must haves: - Registered BAS Agent - Strong Xero experience - Capacity for ongoing - Australian small-business bookkeeping experience - Clear and transparent fee structure - ideally, experience with australian consultancy/professional services businesses - Gold Coast location would be great for in person but not mandatory Please respond with your relevant experience, BAS Agent registration number (for verification with the Tax Practitioners Board), Xero experience, availability, how you work with ongoing clients, and indicative ongoing fees. This initial engagement is for the Xero review and set-up/clean-up, with ongoing services agreed separately if we're a good fit.

Wed Aug 26 2026

about 8 hours ago

Open

Tax Accountant to complere my last two tax returns: 2023/2024 2024/2025 I owned an investment property (now sold) which I'll have rental expenses to claim for the last financial years.

Mon Aug 24 2026

2 days ago

Open

Title: Registered BAS Agent – BAS/IAS Lodgement & Payroll Compliance for 4 Entities Task Description: We're a group of four related engineering, inspection, and design businesses based in Victoria, Australia. We manage day-to-day bookkeeping in-house and are looking for a registered BAS Agent to handle compliance, review, and lodgement work on an ongoing basis. Responsibilities include: -Monthly IAS preparation and lodgement -Quarterly BAS preparation, review and lodgement -GST reconciliation review and adjustments -PAYG obligations -Superannuation Guarantee compliance -Fortnightly STP lodgement (payroll data will be prepared in-house) -Reviewing and sample-checking bookkeeping records prior to lodgement -End-of-financial-year support and liaison with our external accountant Requirements: -Must be a Registered BAS Agent or Tax Agent (Tax Practitioners Board registered) — registration number required and will be verified -Experience working with Xero -Experience managing multiple related entities/businesses Australian-based, familiar with ATO and Fair Work requirements Location: Open to candidates based anywhere in Australia — this role isn't restricted to a specific state or to online-only. Budget: This post is for an initial 1-hour paid consultation ($100) to discuss your experience, registration, and availability. If it's a good fit, we'll follow up separately to discuss an ongoing engagement and rate expectations.

Mon Aug 24 2026

2 days ago

Open

Looking for an Accounts Rec Officer for NDIS Company in Brisbane WHAT WE'RE LOOKING FOR Short term contract for 4weeks on Mondays only 4 -6hours on Mondays from 10am start - one day per week, we invoice weekly. These are MUST HAVES, you must have all of these 1. Min 2years experience in Accounts Rec Invoicing for NDIS Self, Plan Agency & Pace Manged Clients. 2. Exporting from Rostering Program into Xero 3. Uploading into NDIS Portal for Agency/Pace Mangaged Clients. 4. x3 Prof References for prev/current work experience in this role 5. Have a PRODA Account to access the NDIS Portal, must be AUSTRALIA based. 6. Clear English communication to follow up Accounts Rec by phone and respond to email enquiries from customers. 7. Provide Reports & be based in Australia Reiterating above, if you do not meet the criteria for all please do not apply.

Sun Aug 23 2026

2 days ago

Open

Need a registered tax agent to bring Uber tax and GST obligations up to date from 2021–2026, including overdue tax returns, BAS/GST lodgements, GST registration, Uber income reconciliation, eligible deductions/GST credits, ATO debt calculation, and payment-plan assistance.

Sun Aug 23 2026

3 days ago

Open

Seeking a qualified tax accountant to assist in submitting my returns for past 3 financial years. Income from employment so complexity is low.

Fri Aug 21 2026

5 days ago

Open

Small not for profit club needing a quick financial check up and report of findings.

Thu Aug 20 2026

6 days ago

Open

I need a financial planner to give me advice on, and help me set up, a Self-Managed Super Fund (SMSF) to buy property and cryptocurrency. I also need help setting up a separate company structure for investments outside of super. I am keen to use modern legal document platforms (like Cleardocs or Heffron) to keep the setup fees transparent and efficient. Requirements: Must be an ASIC-authorized Financial Adviser (AFSL) or SMSF Specialist. Experience with crypto and property inside super is essential.

Surrey Hills VIC, Australia

Thu Aug 20 2026

6 days ago

Open

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Last updated on 26th Aug 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	$270	$675	$945
Bookkeeping	$240	$600	$840
XERO Accounting	$380	$950	$1,330
MYOB Accountant	$200	$500	$700

*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

Financial Advisor – Tax & Investment Strategy

Xero Bookkeeper / BAS Agent for small consultancy - Gold Coast

Tax Accountant

Registered Bookkeeper / BAS Agent — Compliance & Lodgement

NDIS Accounts Rec Officer (2YEARS+ MIN Experience only)

Registered Tax Agent for Uber Tax/BAS Catch-Up 2021–2026

Tax Return

Small book keeping job

Financial Planner for SMSF (Property/Crypto Setup) & Company Structure

Unlock new income opportunities in Sydney