Research Assistant Jobs in Sydney Northern Beaches

I’m seeking a registered tax agent to review, finalise and lodge a Division 405 special professional income-averaging claim. I’m a salaried video editor and also operate a video-production business as a sole trader. The work includes: * Amendments for 2023–24 and 2024–25 * Late objections for 2021–22 and 2022–23 * Reviewing Division 35 deferred business losses * Finalising the professional-income calculations I have all returns, notices of assessment, figures and a detailed research handover ready to provide privately after assigning the task. The matter is time-sensitive and should ideally be completed before 31 October 2026. Please include your registered tax-agent status and any relevant Division 405, creative-industry taxation or ATO objection experience in your offer.

Tue Sep 01 2026

3 days ago

Open

We are seeking four mystery shoppers who are registered financial-advisors to contact software providers. We will supply the names of the providers. When you apply, please let us know who you currently use and are familiar with The purpose of the assignment is to understand which platforms, systems, and service providers are being recommended or used by financial advisors, along with the quality and suitability of the provider’s response. This is a confidential market-research project; the end client will not be disclosed. What you’ll do Contact assigned software and technology providers by phone, email, web enquiry, or product demo. You need to arrange a call to get all the answers. Ask practical questions about the solution, functionality, implementation, integrations, support, pricing approach, and suitability. Record factual observations on the sales process, responsiveness, professionalism, product knowledge, and follow-up. Complete a structured report after each assignment. Ideal shopper profile Current or former financial advisor, paraplanner, practice manager, compliance professional, or financial-services technology user. Familiarity with software commonly used in advisory businesses, such as CRM, financial planning, portfolio management, client onboarding, workflow, compliance, document management, or reporting platforms. Able to communicate naturally and credibly with software vendors. Strong attention to detail and able to provide objective, evidence-based feedback. Comfortable maintaining confidentiality and following a defined scenario. Important information This is a research assignment only. You will not be required to purchase software, provide financial advice, or disclose the identity of the commissioning organization. Full briefing materials, contact instructions, and reporting requirements will be provided to the selected shoppers. We are appointing four financial-advisor mystery shoppers for this project.

Thu Aug 27 2026

8 days ago

Open

We are seeking four mystery shoppers who are registered financial-advisors to contact software providers. We will supply the names of the providers. When you apply, please let us know who you currently use and are familiar with The purpose of the assignment is to understand which platforms, systems, and service providers are being recommended or used by financial advisors, along with the quality and suitability of the provider’s response. This is a confidential market-research project; the end client will not be disclosed. What you’ll do Contact assigned software and technology providers by phone, email, web enquiry, or product demo. You need to arrange a call to get all the answers. Ask practical questions about the solution, functionality, implementation, integrations, support, pricing approach, and suitability. Record factual observations on the sales process, responsiveness, professionalism, product knowledge, and follow-up. Complete a structured report after each assignment. Ideal shopper profile Current or former financial advisor, paraplanner, practice manager, compliance professional, or financial-services technology user. Familiarity with software commonly used in advisory businesses, such as CRM, financial planning, portfolio management, client onboarding, workflow, compliance, document management, or reporting platforms. Able to communicate naturally and credibly with software vendors. Strong attention to detail and able to provide objective, evidence-based feedback. Comfortable maintaining confidentiality and following a defined scenario. Important information This is a research assignment only. You will not be required to purchase software, provide financial advice, or disclose the identity of the commissioning organization. Full briefing materials, contact instructions, and reporting requirements will be provided to the selected shoppers. We are appointing four financial-advisor mystery shoppers for this project.

Wed Aug 26 2026

9 days ago

Open

Hello I am looking for a professional financial investment advisor to help me. I dont want general advice that I can find on websites or contacting agencies. I am looking for curator information and suggestions after going through my current income, partner's assets, expenses, investment, superannuation, insurances etc. And provide me best option to grow my funds by good investments, retirement planning, best super funds and insurances, and save on my tax. I do lodge my taxes using a tax agent but the advise is limited so looking for someone to research on my behalf and give me best suggestions suited to my needs with clearly guiding me with pros and cons. I would like this arrangement to be annual where we sit together to review everything, changes in my circumstances that will affect my financial planning and make necessary changes. The first session should take 1.5 hours and I will share my information in advance for you to prepare for the virtual meeting. Detailed notes to be shared later.

Plumpton NSW 2761, Australia

Thu Aug 20 2026

16 days ago

Open

Research Assistant Jobs in Sydney Northern Beaches

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Research Assistant tasks in Sydney Northern Beaches

Registered tax agent for Division 405 claim

Financial Advisors

Financial Advisors

Financial Advice from AFSL holders