Alman Partners True Wealth

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 Insurance
Monetary 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 β€˜True Wealth.’ 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. 𝟐𝟎𝟐𝟐 𝐅𝐏𝐀 𝐏𝐫𝐨𝐟𝐞𝐬𝐬𝐒𝐨𝐧𝐚π₯ 𝐏𝐫𝐚𝐜𝐭𝐒𝐜𝐞 𝐨𝐟 𝐭𝐑𝐞 𝐘𝐞𝐚𝐫 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 Contact
Mel Robin Financial Adviser - Runner and Avid Reader/podcast Listener - Coffee Drinker - Dog Lover - Wife
Email
Nadine Saron Advice Service Manager
Email
Jason Kirk Owner & Financial Adviser at Alman Partners True Wealth
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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 Email Phone
Sales 3 3 0
General 2 2 1
Finance 1 1 0
Executive 1 1 0

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