Financial Advice Matters Company Profile, Contacts & Intelligence

Financial ServicesQld, Au28 employeesFounded 2015
3 contacts with email or phone data3 with email data
View verified contacts Compare competitors
Employees
28
Company source estimate
Reachable Contacts
3
Visible contacts with email or phone data
Contacts With Email
3
3 of 4 visible contacts
Departments
2
Mapped contact coverage

Financial Advice Matters Overview

Financial Advice Matters Group is a financial advice, financial education, financial wellness, and financial planning firm based in Toowong, Brisbane, Queensland. There are an additional seven offices conveniently servicing clients on the east coast of Australia. These locations include Gold Coast, Sunshine Coast, Hervey Bay (Fraser Coast), Bundaberg, Rockhampton, Mackay & Townsville. We take a team approached to servicing our clients and utilise centralised systems and processes to enable us to deliver a consistent, quality advice experience. Our specialised services include: - Financial education and wellbeing programs - Superannuation - Debt Management - Personal Insurance - Investment - Income optimisation - Tax Return preparation and submission - Retirement and Lifestyle Planning Financial Advice Matters is a Corporate Authorised Representative (No. 1234989) of Alliance Wealth Pty Ltd ABN 93 161 647 007 AFSL 449221 and Credit Representative (No.480095) of Centrepoint Lending Solutions Pty Ltd ABN 40 100 947 804 ACL 377711.

Headquarters
Qld, Au
Website
financialadvicematters.com.au
Industry
Financial Services
Founded
2015
NAICS
Finance and Insurance, Monetary Authorities-Central Bank
Phone Number
Available in AeroLeads
Company Email
Available in AeroLeads
Personal Financial Advice Pre-retirement Advice Personal Insurance Advice Retirement Advice Cashflow Coaching Aged Care Advice Wealth Accumulation Advice Estate Planning Mortgage Broking Tax Financial Wellness

Financial Advice Matters Contact Intelligence

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

3 contacts with contact data
3 with email data in the visible sample.
2 departments represented
Visible contacts with email or phone data are mapped to these departments.
5 company-domain emails
Visible contacts using Financial Advice Matters's company email domain.
Finance
4
Sales
2

Financial Advice Matters People & Org Chart Preview

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

L
Luke Berthelsen
Financial Advisor at Financial Advice Matters
E
A
Adrian Berkeley
Senior Financial Wellness Coach at Financial Wellness Matters
E
S
Stewart Thistlethwaite
Financial Advisor at Financial Advice Matters
E
J
Juliet Redding
Financial Adviser at Financial Advice Matters

Financial Advice Matters Workforce Composition

Seniority breakdown across 15 visible profiles.

Individual contributor
12
Manager
1
Senior / Lead
1
Associate / junior
1

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