Superannuation Adviser, Advice Services

Cbus Super


The Superannuation Adviser is a specialist role, having regard for the highest standards of professional conduct and compliance with the Cbus advice model and associated regulatory obligations. The primary responsibility of the Superannuation Adviser is to service the financial advice needs (general financial advice and personal financial advice) of members in a telephone based capacity, ensuring a high quality member experience. The role has an intricate knowledge of Cbus and servicing member and employer needs across the spectrum of advice services.

Key Selection Criteria

Formal tertiary qualification in a financial planning related discipline or the Advanced Diploma of Financial Services (Financial Planning);

Duties

The Superannuation Adviser will be responsible for (but not limited to) the following:


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