Bamboo Wealth
Company Management

Bamboo Wealth

Financial Services Victoria, Au 3 employees
Employees
3

Bamboo Wealth Overview

Headquarters
Victoria, Au
Industry
Financial Services
Employees
3
Founded
2016
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Bamboo Wealth

Bamboo Wealth is a boutique Financial Planning firm providing holistic advice in superannuation, retirement planning, expatriates, SMSFs and insurance. The Principal Planner is supported by a professional customer service team focusing on principles of professional and ethics standards. The Mission Statement of Bamboo Wealth adheres to highest standard of professional practices expected by the Financial Planning Association ( FPA) and other regulatory bodies. Personalised Financial Advice is provided with highest level of care and diligence with the Principal Planner holding a Post Graduate Masters in Financial Planning, registered as Financial Tax Adviser as well as been registered as a Certified Financial Planner (CFP) for 14 years with the FPA.

Bamboo Wealth Contact Details

People in AeroLeads
2

Bamboo Wealth Org Chart

Sample employees and titles
Name Title Contact
Sam Tabit Principal Financial Planner/ Senior
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Javier Tabit Social Media Marketing - I Help
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Employees by Management Level

Individual contributor 2 profiles
Manager 1 profile
Senior / Lead 1 profile

Department Contact Coverage

Department Contacts Email Phone
Finance 1 1 0

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