At Expert Wealth, we believe that great careers are built through support, opportunity and a strong team culture.

In this video, Kerry and Caitlin share their experiences of working at Expert Wealth, from starting their careers to developing new skills and progressing within the business. Their stories highlight the collaborative environment that has been part of Expert Wealth since the very beginning.

For Kerry, who joined the business over 14 years ago, the growth of the company has been remarkable. While the team has expanded significantly over the years, the supportive culture and family atmosphere have remained the same.

For Caitlin, her journey began with a simple email asking for advice on breaking into financial planning. That conversation led to work experience, an internship during university and ultimately a full-time role with the business after graduation.

The video also provides an insight into the role of a Client Relationship Manager, the training and qualifications available, and the support offered through mentoring, study leave and professional development opportunities.

Alongside career progression, Expert Wealth places a strong emphasis on teamwork, wellbeing and creating an enjoyable place to work.

Whether you’re interested in financial planning as a career or simply want to learn more about life at Expert Wealth, Kerry and Caitlin’s experiences offer a genuine insight into what makes the business such a rewarding place to grow.

Watch the video to hear first-hand what it’s like to build a career at Expert Wealth.