Financial Professionals is a boutique investment management and wealth advisory firm that has continually evolved to serve the unique needs of affluent investors and families for more than 20 years.
Our size allows us to be nimble and responsive to the clients we serve, and you can expect to be on a first-name basis with each member of our tight-knit team. More importantly, you will interface directly with the key decision makers who are responsible for managing your financial plan and investment portfolio.
We are also a partner within Connectus Wealth Advisers, a global alliance of leading independent advisory firms. This relationship allows us to “punch above our weight” and deliver the services and solutions that you would expect from a larger institution, paired with the personalized service that only a small harmonious team can deliver.
Visit our website to find out more.
Company Details
- Employees
- 4
- Founded
- -
- Address
- 128 Bundall Rd,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- financialprofessionals.com.au
- Keywords
- Financial Advice, Investments, Retirement Planning, Wealth Management, Superannuation, Wealth Creation.
- HQ
- Bundall, Queensland
- Competitors
- Illuminvest, Saikal-Skea Independent Financial Advice, Edward Paul Independent Financial Advice Centre, John Hicks Independent Financial Advice, Agile Independent Financial Advice Ltd, Marlborough Place Independent Financial Advice, RM Wealth, Financial Advice for Women, Priority1 Wealth Management Group - Independent Financial Advice, PlanningSolo.
Financial Professionals Questions
Financial Professionals's website is financialprofessionals.com.au
Financial Professionals's LinkedIn profile is https://www.linkedin.com/company/financialprofessionals
Financial Professionals has
4 employees.
View email and phone details for 4
employees at Financial Professionals.
Financial Professionals's industry is
Financial Services
Financial Professionals's top competitors are
Illuminvest,
Saikal-Skea Independent Financial Advice,
Edward Paul Independent Financial Advice Centre,
John Hicks Independent Financial Advice,
Agile Independent Financial Advice Ltd,
Marlborough Place Independent Financial Advice,
Rm Wealth,
Financial Advice For Women,
Priority1 Wealth Management Group - Independent Financial Advice,
Planningsolo.
Financial Professionals's categories are Financial Services
Financial Professionals's founding year is 2000
