About
The Morgans Port Macquarie Adviser Pathways Program offers a structured and supported pathway into a career in financial advice. Designed to develop future advisers, the program combines hands-on experience, formal training and mentoring from industry professionals. Participants gain exposure to real client work and core business operations, building the skills, confidence and qualifications needed to progress into a fully qualified Adviser role.
The Journey
Phases of Career Development:
We pride ourselves in providing financial advice as it is meant to be: personal, professional and values-led.
Phase 1
Pathways Induction
The first phase focuses on building foundational skills and business operations exposure.
Phase 1
Adviser Assistant
The second phase emphasises administrative support and technical skill development directly to the advice team.
Phase 3
Professional Year
The third phase prepares participants for a full-time Adviser role.
Phase 4
Financial Adviser
In the first five year’s of an Adviser’s professional career, this phase involves supervised business writing and client engagement.
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