Bigger careers

We have great people. We know because our clients tell us. So we work hard to establish long and mutually rewarding relationships with them through a wide variety of staff benefits and work conditions.

Bigger Careers at Vantage Wealth Management Perth

Associate Development Pathway

Our established Associate program will support your growth and professional development  journey.

  • Investment
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  • Research/analysis
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  • Client Engagement
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  • Administration and Client Reporting
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  • Strategic Planning Insurance and Needs Analysis
Complete a FASEA Approved degree

Can be FASEA approved undergraduate or postgraduate diploma or master’s degree.

Complete a Professional Year

Part way through being referred to as a Provisional Financial Adviser/Planner.

Successfully pass the FASEA Exam

Before sitting this Exam, degree must have been completed. Exam must be passed before Quarter 3 of Professional year can start.

Hear from our Associates

  • My journey at Vantage began as a Graduate Associate to now being in the final stages of my Professional Year. Through my years at Vantage. I’ve been fortunate to be guided by a high-quality leadership team who have provided a defined pathway and all the Professional Year support I need, whilst also allowing me the opportunity to make a real difference to the future of the business. We have built a strong, family-like culture across the whole team, holding each other to a high standard, but also feeling like home.

    Luke5th Year Associate

  • I was attracted to Vantage for a few reasons, namely the caliber of the team and structure to the Professional Year (PY) program. There is a hugely supportive attitude of management to all staff and that feeds through to a highly engaged client base. The team is high performing, and I find myself learning new things each day. As I come to the tail end of my PY, I look forward to bringing all the skills I have developed to helping clients as best I can.

    Ben3rd Year Associate

  • I joined Vantage whilst completing my final semester at Curtin University earlier this year, studying a Bachelor of Commerce majoring in Finance and Financial Planning. Since joining Vantage, I have been able to develop my knowledge on what financial advice is in practice. I am particularly looking forward to applying post graduate studies and Professional Year certification knowing there is so much support around me here.

    Sam1st Year Associate

Bigger Careers at Vantage Wealth Management Perth

Working at Vantage

We’ve created a work culture that feels like a family. In fact, our employees named the thing they love most about working at Vantage is the people they’re surrounded by each day. Get in touch to express your interest and learn about any upcoming career opportunites at Vantage.