Alman Partners True Wealth
Financial Services
Mackay, Queensland, Au
23 employees
- Employees
- 23
- Contacts
- 2
- Emails
- 2
Alman Partners True Wealth Overview
- Headquarters
- Mackay, Queensland, Au
- Website
- alman.com.au
- Industry
- Financial Services
- Employees
- 23
- Founded
- 1985
- Funding
- ,
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Alman Partners True Wealth
Is your financial situation complex? Are you time-poor but want to invest for your future while ensuring your capital is working as hard as you? Our holistic financial planning services may be for you... Since our establishment in 1985, Alman Partners True Wealth have been leading, educating, and inspiring our clients and community to make smart financial decisions, in line with what matters most to them in life. As an independent, award-winning firm acting as your fiduciaries, you can rely on us to provide advice that is in your best interests. We are not licensed through the providers of financial products, which allows our firm the objectivity to select the most appropriate solutions available market-wide. Holding our own Financial Services Licence gives us greater capacity to put clients first, effectively removing potential conflicts of interest. We are pioneers in the industry, offering a fee-for-service model that provides clients with exceptional transparency and wholesale investment solutions. Our services are tailored to help individuals and families with higher levels of equity secure their long-term financial future. We work closely with our clients to guide them through all aspects of their financial journey through life, assisting them to achieve their goals and deepest held values, and therefore their own βTrue Wealth.β With facilities for face-to-face meetings in Mackay or Brisbane, we also have the ability to meet anywhere in the world using Video Conferencing. ππππ π
ππ ππ«π¨πππ¬π¬π’π¨π§ππ₯ ππ«ππππ’ππ π¨π ππ‘π ππππ« Comprehensive Financial Planning (Investment & Superannuation Advice) | Wealth Management | Self-Directed Investing AFSL: 222107 ABN: 32 090 789 218
Alman Partners True Wealth Contact Details
- People in AeroLeads
- 4
- With contact data
- 2
- Email contacts
- 2
- 50.0% coverage
Alman Partners True Wealth Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Mel Robin | Financial Adviser - Runner and Avid Reader/podcast Listener - Coffee Drinker - Dog Lover - Wife | Australia |
Email
|
| Nadine Saron | Advice Service Manager | Greater Melbourne Area, Australia |
Email
|
| Jason Kirk | Owner & Financial Adviser at Alman Partners True Wealth |
View
|
|
| Stephen Lowry | Executive Director at Alman Partners - Financial Advice Specialists |
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|
Employees by Management Level
Individual contributor
6 profiles
Manager
3 profiles
Director
2 profiles
Executive
1 profile
Associate / junior
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Sales | 3 | 3 | 0 |
| General | 2 | 2 | 1 |
| Finance | 1 | 1 | 0 |
| Executive | 1 | 1 | 0 |
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