Our Team

A wealth of specialty knowledge and an unwavering commitment to exceptional client outcomes

Affinity Private takes great pride in the level of skill, experience and knowledge we as a team collectively possess. Being industry leaders we leverage each others years of experience and technical expertise to deliver superior client outcomes. This enables a personable and seamless experience where even the most sophisticated of financial plans can be managed with ease and efficiency.

Careers

A wealth of specialty knowledge and an unwavering commitment to exceptional client outcomes

At Affinity Private, the door is always open to meet with intelligent and engaging individuals who are experts in their field and looking to further develop and grow within our firm. We seek those with an inherent need for excellence; in not only themselves but in realising the maximum potential for our clients and the industry.

As we are licensed with one of Australia’s largest financial institutions, but remain agnostic in our advice, we deliver excellence in financial planning rarely seen in Australia. We integrate market leading technology and infrastructure, compliance framework and operational robustness of a corporate, whilst maintaining our nimbleness. Our firm is comprised of professional team members who are committed and come together for the highest good, unwavering in our desire for achieving and maintaining an excellence in our standards.

Our team is highly educated and experienced, most having post graduate qualifications and more than 20 years’ professional industry experience.

Our teams include experts in financial advisory, client operations, private client services and administration. If you believe you can add a valuable contribution to our firm, we are keen to meet with you to discuss how we can further develop your career.

For all employment opportunities currently available, please include a resume and covering letter and attention to:
Affinity Private – People & Operations
PO Box 24020 MELBOURNE VIC 3000
Or email it to: enquiries@affinityprivate.com.au

For a confidential discussion about your financial affairs…

Contact the team at Affinity Private by using the link below