Careers
Driven, Enthusiastic Professionals
Careers at Up Funds Management
EXCITING OPPORTUNITIES FOR DRIVEN INDIVIDUALS
Up Funds Management is dedicated to providing exciting career opportunities for driven individuals eager to take on challenges in a vibrant setting. We seek out top-tier professionals from various backgrounds and experiences. As one of Australia's most established and extensive privately-owned wealth management firms, we offer a range of dynamic career options in stockbroking, financial planning, corporate finance, institutional equities, and research.
We continuously seek driven, enthusiastic professionals to enhance our team at Up Funds Management.
The Professional Year (PY)
- The Professional Year (PY) marks the beginning of a career in Financial Advisory.
- A structured 12-month program, requiring each Trainee Adviser to complete 100 hours of education and training, along with 1500 hours of work and supervised experience.
- Successful completion of the national ASIC exam is mandatory for progression.
- Upon completion, participants are designated as ‘Provisional Adviser’.
- Educational Standards must be met.
Associate Adviser Program (AAP)
- The Associate Adviser Program (AAP) furthers your development as an Adviser.
- A comprehensive 3-year plan designed to aid Associate Advisers in their initial years as they establish their client base and revenue streams.
- Extensive training (both internal and external), supervision, and mentoring are provided.
- Features an underwritten and enhanced remuneration structure.
- Educational Standards must be met.
The John Range Scholarship
The John Range Scholarship honors the memory of John Range, a Senior Adviser who contributed eight years to Up Funds Management and significantly impacted our organization and the financial services industry.
The Scholarship supports the continuous education and development of promising Up Funds Management employees.
To date, seven scholarship recipients have completed or are pursuing MBAs, CFAs, Graduate Diplomas, and Bachelor Degrees.
"Receiving the John Range Scholarship has been instrumental in my pursuit of a Masters in Financial Planning. I am immensely thankful to Up Funds Management for these professional growth opportunities."
Up Funds Management People
Expertise and Excellence in Client Service
270
Private Client Advisers
$18bn+ AUM
Assets Under Management
7
Retail Research
21
Corporate Finance
16
Institutional Research
8
Institutional Equities Sales
With a team comprising over 270 Private Client Advisers and more than 267 support staff in areas like research, operations, portfolio administration, reporting, IT, compliance, finance, and risk assessment, Up Funds Management is committed to achieving the investment goals of Australian investors and clients.
Join Us
As one of Australia's largest privately-owned wealth management groups, offering services in stockbroking, financial planning, corporate finance, research, and private wealth, you can choose from a variety of career paths.
Over a decade of proud history and heritage.
10 years +
Proud History & Heritage
270
Advisers
14
Offices
About
investments
private wealth
corporate
UP Funds Management PTY Limited
525 Collins Street, Melbourne, Victoria 3000
Tel: +61 3 7044 7500
Email: info@upfundsau.com
ABN: 51 164 061 876
AFS License Number: 482848
ACN: 164 061 876
Financial Disclaimer:
Up Funds Management PTY Limited ("Up Funds Management") does not offer Cryptocurrency products and is unable to provide any information on Cryptocurrency products. We strongly recommend consulting with a qualified financial professional or advisor when considering investments in any type of asset or security, including Cryptocurrency products.
Furthermore, if you are contacted by any entity or company claiming to be Up Fund Management, particular Upfunds Pty Ltd, please be aware that this is not associated with or representative of Up Funds Management. We advise caution and encourage you to verify the authenticity of any such communications or offers independently. Up Funds Management is committed to ensuring the security and trust of our clients, and we do not endorse or have any affiliation with entities operating under similar names.
Investment decisions should be made after thorough research and consultation with a financial expert to assess your individual financial goals, risk tolerance, and investment strategy. Up Funds Management is not responsible for any financial decisions made without professional advice and is not liable for any actions taken in response to fraudulent or unauthorized communications from other parties.
Up Funds Management PTY Limited All rights reserved.