Alman Partners is a leading financial planning practice dedicated to making personal financial freedom universally accessible. Based in Mackay with a presence in Brisbane, the firm provides comprehensive financial advice to retirees, professionals, business owners and high-potential individuals and couples who are building toward their financial goals. The firm's service offering is broad and deeply personalised - spanning wealth accumulation, investment advice, superannuation, gearing strategies, cashflow analysis, retirement planning, estate planning, taxation strategies, redundancy planning and asset protection. Alman Partners also works closely with aligned professionals to ensure clients receive truly holistic support across all aspects of their financial lives. Alman Partners was founded on the belief that great financial advice changes lives - and that belief shapes not only how the firm serves its clients, but how it looks after its people. PURPOSE & VALUES Alman Partners' mission is to “Lead, Educate and Inspire”, and its vision is to be a leader in making personal financial freedom universally accessible. The firm's culture is guided by its 'AP Way' manifesto - a set of 30 core values that every employee receives as a personal booklet from day one. At Alman Partners, culture is not a statement; it is a way of being. The firm has embedded the HeartStyles framework across the organisation, which focuses on self-awareness, understanding how perception and intent shape relationships, and committing to living and leading above the line - being the best version of oneself in all interactions. This commitment to HeartStyles is not just aspirational. It is woven into recruitment, onboarding, leadership development, performance conversations and the organisation's annual AP Week - a whole-team event that brings professional and personal development, recognition and social connection together in one place. LIFE AT ALMAN PARTNERS Linked to purpose, every step of the way. Individual development plans and goals are set annually in September, aligned to business and team outcomes. The Managing Director provides quarterly updates to the whole team on progress against the organisational plan, while team leaders break these goals down at the team level and discuss them in regular meetings. Fortnightly one-on-ones between leaders and team members keep individuals connected to priorities and supported in their contribution. Visible, accessible leadership. The whole business comes together for a fortnightly All of Business Team Communication meeting, where the Managing Director and Executive team provide a regular update. Microsoft Teams is used extensively across the organisation for timely communication - including video - ensuring that remote employees are as connected as those in the office. All meetings are recorded for team members who are away or working remotely. A culture of recognition. Recognition at Alman Partners is both formal and embedded in daily life. The Employment Hero platform allows leaders and peers alike to recognise colleagues who are living the AP Way values, with recipients earning points redeemable in the platform. The annual AP Week is the centrepiece of the recognition calendar - an immersive whole-team event that combines in-house and HeartStyles-facilitated professional development with the presentation of the AP Awards, including the Scott Alman Entrepreneurial Spirit Award, the Steve Lowry Heartstyles Living & Leading with Heart Award, the Alman Partners 5-Star Award, the Kaizen Award, the Sunshine Award and the Community Engagement Award. Informal recognition - team dinners, gifts and gift cards - is also a regular part of how leaders celebrate individual and team contributions. A genuine community. Alman Partners has a Social Club with 100% membership at the Mackay office - a strong signal of the culture the team has built together. Monthly BBQs, birthday celebrations, a Book Club, Culture Food Day, Melbourne Cup Day and whole-of-team events for end of financial year and Christmas all create regular touchpoints for connection and fun throughout the year. BENEFITS & PERKS • Flexi-Days - up to 5 additional days of leave per year for non-executive team members, tied to the business achieving its annual goals • Free financial advice - all staff are entitled to receive complimentary financial advice through the firm's Staff Financial Advice Policy • Study support - financial assistance and leave for approved study plans through the firm's Study Policy • Mental health support - access to counselling services through a relationship with a local provider, complemented by trained Mental Health First Aiders within the team • Flexible working - additional flexibility provided on a case-by-case basis to accommodate personal circumstances • HeartStyles program - access to a world-class personal development framework that supports self-awareness, growth and authentic leadership at every level LEARNING & DEVELOPMENT Alman Partners invests meaningfully in the growth of every team member. The Adviser Excellence Program provides a structured development pathway for Associates and Advisers, while the CSO Excellence Program supports the Client Services team on their own career journey. Both programs are designed to develop capability, build confidence and create clear pathways for progression within the firm. All team members have access to a suite of learning platforms including Go1, Caddie and iSpring, managed through Employment Hero. In-house training is delivered at the annual AP Week, complemented by externally facilitated HeartStyles sessions that deepen personal and professional development throughout the year. Leadership development is anchored in HeartStyles, with leaders enrolled in facilitated courses that build the self-awareness and interpersonal skills needed to lead with authenticity and heart. The firm's commitment to developing leaders from within reflects its belief that great culture is built from the top - and sustained by the example every leader sets every day. WELLBEING & SUPPORT Alman Partners takes a genuinely human approach to employee wellbeing. The firm has a relationship with a local counselling provider, giving team members access to confidential support when they need it, and has trained Mental Health First Aiders within the team to provide in-the-moment guidance and connection to support. The HeartStyles framework also plays a central role in day-to-day wellbeing. By helping team members understand the relationship between perception and intent, and by creating a culture where feedback is given constructively and concerns can be raised openly, HeartStyles underpins a psychologically safe and supportive workplace. Flexible working arrangements are available on a case-by-case basis, and the organisation's open leadership culture means team members are encouraged to speak with any senior leader - including the Managing Director - when they need support or guidance. DIVERSITY, EQUITY & INCLUSION Diversity is embedded in the DNA of Alman Partners. The firm has long been an outlier in the financial services industry for its ability to attract and retain female employees, and its inclusive approach to recruitment - including involving existing team members in the interview process - reflects a genuine commitment to building a team that reflects the diversity of the communities it serves. The HeartStyles framework reinforces this commitment by building self-awareness and empathy across the team, encouraging everyone to consider how their behaviour lands with others and to show up with openness and respect. The AP Way manifesto, shared with every employee from day one, sets out the values and expectations that underpin an inclusive culture at every level of the organisation. COMMUNITY & SUSTAINABILITY Alman Partners' commitment to community is genuine and longstanding. The firm sponsors local community events and creates opportunities for team members to attend or be involved during work hours. Most significantly, Alman Partners founded the Mackay Community Foundation (MCF) - a philanthropic foundation established to provide funds for local community needs across the Mackay region. The MCF reflects the firm's belief that doing well in business comes with a responsibility to give back to the place where the team lives and works. The firm also hosts community events at its Mackay office, deepening its connection to the region and providing a space for meaningful local engagement. This sense of community responsibility is captured in the AP Way: Alman Partners is committed to being the best version of itself - for its clients, its team and its community. JOIN THE TEAM Alman Partners is a place where financial expertise meets genuine human connection - where personal growth, purposeful work and a close-knit team culture come together in a firm that truly lives its values. For those who want to build a career in financial advice within a team that is as invested in their development as it is in its clients' financial futures, Alman Partners is worth getting to know.