Evolution Program

Fostering the next generation of financial planning professionals.

Our Evolution Program is a structured development pathway designed to support aspiring financial advisers at the very start of their careers. It combines real‑world experience, mentorship, and hands‑on learning within a leading, award‑winning private wealth firm

Your pathway into advice

The Evolution Program is suited to:

  • Graduates of finance or financial planning degrees
  • Students completing their final years of study
  • Career changers seeking a supported transition into financial advice

We welcome those who are curious, motivated, and committed to building a long‑term career in advice who value learning, relationships, and professionalism.

A structured start to your journey

The program begins with a 12 week structured induction, designed to give you a clear understanding of how a professional advice business operates end to end.

Foundations of client engagement

In your first month, you will learn the foundations of client reviews, data collection, and meeting preparation alongside our Client Review Manager team.

Understanding client relationships

Work with Client Managers in month two to understand day to day client relationships and service delivery.

Developing technical capability

In month three, join our Associate team with a focus on financial modelling, strategy preparation, and visual advice documentation.

Mentorship and ongoing development

Following induction, you are placed with an Associate as a dedicated mentor—continuing your development and preparing you to participate confidently in client meetings.

Investing in women and the future of advice

We proudly support the future of the profession through partnerships with universities and education providers. In 2025, we launched our first Women in Financial Planning Scholarship with Curtin University, supporting students financially and providing a guaranteed paid internship as part of the Evolution Program. This reflects our commitment to building a diverse, capable, and sustainable advice profession for the long term.

Developing capability through experience

You’ll learn directly from experienced advisers and professionals who are invested in your growth.

Our program is designed to give you real responsibility, meaningful exposure, and the confidence that comes from doing the work—supported every step of the way.

This is not a passive learning environment. It’s an opportunity to build capability, judgement, and confidence within a collaborative team culture.

Apply here

Why start your career with us?

  • A structured, supportive pathway into financial advice
  • Access to experienced mentors and a collaborative team
  • Exposure to the full advice process
  • A culture that values professionalism, learning, and long term careers
  • A firm that is privately owned, award winning, and built for the future

If you’re considering a career in financial advice and want to build a strong foundation within a values driven firm, we’d love to hear from you.

Start your journey to valued wealth today