Centra Wealth Group
Financial Services
Au
2 employees
- Employees
- 2
- Contacts
- 1
- Emails
- 1
- Phones
- 1
Centra Wealth Group Overview
- Headquarters
- Au
- Website
- centrawealth.com.au
- Industry
- Financial Services
- Employees
- 2
- Founded
- 2012
- Funding
- ,
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Centra Wealth Group
The CENTRA WEALTH Group is a boutique financial services business providing strategic advice and investment management services. We hold our own financial services licence directly with ASIC, and because we are not owned by a bank or other institution, you can be sure that your best interests are our only priority. Our specialty is in helping our clients to CREATE, MANAGE, GROW and PROTECT their wealth. We are at the centre of our clients financial wellbeing.....we work closely with their other professionals to ensure that our clients interests are first and foremost. Centra Wealth Group comprises 4 businesses covering Financial Planning, Investments, Loans & Finance and also Education: * CENTRA WEALTH MANAGEMENT: Provides General Investment Advice and Trade Execution services (self-directed and full service) for investors and traders. * CENTRA PRIVATE WEALTH: Provides complete Financial Planning services that covers Superannuation (including Self Managed Superannuation), Personal Insurance, Tax Planning, Investment Advice and Portfolio Administration * CENTRA WEALTH ACADEMY: Provides comprehensive Financial Market Education services - including personalised coaching and mentoring programs and trading and investment support services. * CENTRA MONEY: Provides loan advice and finance solutions for our clients. More than just a mortgage broker, Centra Money also helps its clients create wealth with property.
Centra Wealth Group Contact Details
- People in AeroLeads
- 2
- With contact data
- 1
- Email contacts
- 1
- 50.0% coverage
- Phone contacts
- 1
- 50.0% coverage
Centra Wealth Group Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Zac Zacharia | Financial Strategist - Investment | Greater Adelaide Area, Australia |
Email
Phone
|
| Daniel De Palma | Student at University of Adelaide |
View
|
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