EPG Wealth

EPG Wealth

Financial Services New South Wales, Au 4 employees
Employees
4
Contacts
2
Emails
1
Phones
1

EPG Wealth Overview

Headquarters
New South Wales, Au
Industry
Financial Services
Employees
4
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Keywords

About EPG Wealth

EPG Wealth was created to challenge the traditional financial planning and wealth management models with a transparent, innovative, client centric model and forward-thinking culture. We are fiercely committed to our clients and their financial wellbeing; main reason we don’t take commissions from any of the investments we recommend and work on a fee only based model. At EPG Wealth, we are focused on strategic planning. First, you need to establish your goals. Then, we need to make sure you protect what you have built and are looking to build. Once the foundations have been laid, we need to focus on growing your wealth.

EPG Wealth Contact Details

People in AeroLeads
3
With contact data
2
Email contacts
1
33.3% coverage
Phone contacts
1
33.3% coverage

EPG Wealth Org Chart

Sample employees and titles
Name Title Contact
Mark Welch Partner and Senior Adviser at Epg Wealth
Email
Marc Lozano Sydney
View
Joseph Losurdo Financial Adviser - Epg Wealth
Phone

Employees by Management Level

Individual contributor 2 profiles
Senior / Lead 1 profile

Department Contact Coverage

Department Contacts Email Phone
Executive 1 1 0
General 1 0 1

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