Sessional Ombudsman, Investment & Advice

Australian Financial Complaints Authority

. Resolve complex Investment & Advice complaints and disputes .

Posted 10/15/2026full-timeRemote • Melbourne • AustraliaMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in resolving complex Investment & Advice complaints and disputes while effectively managing a busy caseload. Possesses strong analytical skills and the ability to communicate complex concepts clearly to various stakeholders.

Highest-signal resume keywords

Legal QualificationsSenior Executive ExperienceExperience in Financial PlanningStrong Analytical SkillsCoaching and Mentoring

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Investment & Advice KnowledgeExperience in StockbrokingExperience in Managed FundsExperience in CryptocurrencyExperience in DerivativesExperience in TribunalsExperience in EDR SchemesExperience in Regulatory AgenciesExperience in Private Practice

Soft Skills

High-Level Written SkillsHigh-Level Verbal SkillsAbility to Explain Complex Concepts SimplyStrong ResilienceRelationship Building

About the role

Key responsibilities & impact

Resolve complex Investment & Advice complaints and disputes
Work closely with regulatory, industry, and consumer stakeholders
Contribute to fair and timely dispute resolution
Apply judgement, experience, and leadership to strengthen the Investment & Advice sector
Explain decisions verbally to firms and complainants
Coach and mentor junior staff
Manage complex issues and a busy caseload
Participate in engagements ranging from one day a week for several months to a few days per month or longer-term arrangements

Requirements

What you’ll need

Legal qualifications with senior executive experience
Experience in financial planning, stockbroking, managed funds, cryptocurrency, or derivatives
Experience in tribunals, EDR schemes, regulatory agencies, related business entities, or private practice
Knowledge in at least one relevant Investment & Advice area required; knowledge of multiple areas highly desirable
Strong analytical skills to manage complex issues and a busy caseload
High-level written and verbal skills
Ability to explain complex concepts simply
Ability to verbally explain decisions to firms and complainants
Ability to coach and mentor junior staff
Strong resilience and focus to handle challenges and public scrutiny
Excellent skills to build positive relationships

Benefits

Comp & perks

Flexible work options
Thoughtful benefits
Opportunities to deepen expertise
Access to AFCA’s resources, specialist teams, and ongoing support
Flexible, per-engagement basis
Hybrid working and flexible arrangements
State-of-the-art offices designed for collaboration and wellbeing
Accredited Family Friendly Workplace supporting work-life balance and inclusivity
Inclusive workplace culture
Accessibility support during the recruitment process