Core Wealth Advisors Pty Ltd
Financial Services
Queensland, Au
6 employees
- Employees
- 6
- Contacts
- 1
- Emails
- 1
Core Wealth Advisors Pty Ltd Overview
- Headquarters
- Queensland, Au
- Website
- coreadvisor.com.au
- Industry
- Financial Services
- Employees
- 6
- Funding
- ,
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Core Wealth Advisors Pty Ltd
Core Wealth Advisors is a privately owned, advisory firm who specialise in providing wealth management, superannuation, retirement and investment selection advice. Our philosophy is to provide tailored advice to our clients, specific to their personal requirements and objectives in a clear and transparent manner. We understand that every client is different. We appreciate that some conversations are simple while others are complex, so we are prepared to handle each and every situation. The Core team of licensed advisors is supported by our network of accountants, lawyers, taxation advisors and fund managers to service all of our clients financial needs.
Core Wealth Advisors Pty Ltd Contact Details
- People in AeroLeads
- 4
- With contact data
- 1
- Email contacts
- 1
- 25.0% coverage
Core Wealth Advisors Pty Ltd Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Shane Bensted | Senior Financial Advisor at Core Wealth Advisors Pty Ltd | Australia |
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| Timothy Velasco | Let's Have a Chat, Set Out Some Goals, Make a Plan and Take Action! |
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|
|
| Portia Muumbe | Financial Advisor I Financial Literacy Strategist I Customer-obsessed |
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|
| Chris Mcknight | Director at Core Wealth Advisors Pty Ltd | Greater Brisbane Area, Australia |
Email
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Employees by Management Level
Individual contributor
2 profiles
Director
1 profile
Manager
1 profile
Senior / Lead
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Marketing | 1 | 1 | 0 |
| Executive | 1 | 1 | 0 |
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