Company Management

Excel Wealth

Financial Services Gympie, Queensland, Au 7 employees

Employees: 7
Contacts: 1
Emails: 1
Phones: 1

excelwealth.com.au LinkedIn

Excel Wealth Overview

Headquarters: Gympie, Queensland, Au
Website: excelwealth.com.au
Industry: Financial Services
Employees: 7
Founded: 2016
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Mortgage Broking Superannuation & Retirement Planning Personal Insurance Estate Planning Asset Management Small Business Support Financial Planning Services

About Excel Wealth

Located in Gympie and the Sunshine Coast, our team offer a range of financial planning services including mortgages, superannuation and retirement planning, personal insurance, estate planning, asset management and small business support. We are a proud locally owned company that employs professionals who are passionate about achieving great results for their clients.

Excel Wealth Contact Details

People in AeroLeads: 4
With contact data: 1
Email contacts: 1; 25.0% coverage
Phone contacts: 1; 25.0% coverage

Excel Wealth Org Chart

Sample employees and titles

Name	Title	Location	Contact
Sj Robson	Research Assistant and Adviser Support	Maroochydore, Queensland, Australia	View
Aleesha Greensill	Client Service Manager	Brisbane City, Queensland, Australia	View
Sarah Holroyd	Director of Excel Wealth - Financial	Queensland, Australia	View
Kate Mckeiver	Paraplanner at Excel Wealth	Queensland, Australia	Email Phone

Employees by Management Level

Individual contributor 2 profiles

Director 1 profile

Manager 1 profile

Associate / junior 1 profile

Department Contact Coverage

Department	Contacts	Email	Phone
General	1	1	1

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