Excel Financial Advisors Company Profile, Contacts & Intelligence

AccountingKaruah, New South Wales, Au5 employeesFounded 2011
2 contacts with email or phone data1 with email data1 with phone data
View verified contacts
Employees
5
Company source estimate
Reachable Contacts
2
Visible contacts with email or phone data
Contacts With Email
1
1 of 4 visible contacts
Departments
1
Mapped contact coverage

Excel Financial Advisors Overview

Excel Financial Advisors are located in the Port Stephens NSW, just north of Kaurah We provide specialist advice on: - Self Managed Super Funds - Superannuation & Retirement Planning - Business Accounting & Taxation - Direct Property & Share Investment - Mortgage & Commercial Loans We believe that obtaining the right advice before a transaction is preferable to just having to make the best of the situation after the event. With our knowledge and experience we are able to steer you in the right direction. The simple approach is often the best approach and everybody's needs are different. We believe there is no such thing as an "off-the-shelf" solution. We know the success of our business is directly linked to the standard of service and quality of advice we provide to our clients. We want you to be pleased to recommend our firm to your family and friends. Our mission is to enjoy what we do and achieve satisfaction by helping our clients. We endeavour to be recognised by our peers, clients and the business community as a provider of quality professional financial advice and services and wish to grow our business through word of mouth referral. We invest heavily in ongoing professional training, and are subject to quality assurance reviews. This ensures we are equipped to provide our services to you in a professional manner.

Headquarters
Karuah, New South Wales, Au
Website
exceladvisors.com.au
Industry
Accounting
Founded
2011
NAICS
Accounting, Tax Preparation, Bookkeeping, and Payroll Services, Offices of Certified Public Accountants
Company Email
Available in AeroLeads
Self Managed Superannuation Funds Business Accounting and Taxation Financial Planning Mortgage Broking

Excel Financial Advisors Contact Intelligence

See which contact channels and departments are represented in the visible AeroLeads data.

2 contacts with contact data
1 with email data and 1 with phone data in the visible sample.
1 department represented
Visible contacts with email or phone data are mapped to these departments.
1 company-domain email
Visible contacts using Excel Financial Advisors's company email domain.
Finance
2

Excel Financial Advisors People & Org Chart Preview

Sample people records show job titles and whether email or phone data is available without exposing raw contact details.

H
Heather Fitzpatrick
Business Manager at Excel Financial Advisors
P
S
Stacey Vella
Client Service Coordinator at Excel Financial Advisors
A
Alex Affonso
Consultor Internacional at National Western Life
S
Stuart Fitzpatrick
Financial Planner, Accountant, Tax Agent, Finance Broker, Smfs Specialist - Based in Karauh Nsw
E

Excel Financial Advisors Workforce Composition

Seniority breakdown across 5 visible profiles.

Individual contributor
3
Manager
1
Associate / junior
1