Finlinx Wealth
Financial Services
Mackay, Queensland, Au
7 employees
- Employees
- 7
Finlinx Wealth Overview
- Headquarters
- Mackay, Queensland, Au
- Website
- finlinx.com.au
- Industry
- Financial Services
- Employees
- 7
- Funding
- ,
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Finlinx Wealth
Finlinx has its origins dating back to 1978. Since then we’ve helped individuals achieve their financial goals by adopting the latest academic, market and legislative research. We are a privately owned Queensland Company. We have no links or ties to any financial institution. This freedom from product influence provides our clients with the greatest potential for financial success. In 2001 & 2002 we underwent a substantial change. We reshaped the way our business was strategically and operationally managed, while also changing our portfolio construction process. This gave us a more efficient portfolio administration system and access to high quality portfolio administration platforms. These changes gave clients lower fees, a more reliable investment experience and more disciplined portfolio review techniques. Today, Finlinx oversees in excess of $200 million for our firm's clients. We are licensed to the privately owned FYG Planners Group which has over $1 billion in funds under advice. Finlinx is a professional financial planning practice that helps our clients make smart choices about their money and their life. By doing so they can achieve their goals in a way that fulfills their values, regardless of the current economic cycle. This allows our clients to choose to live their ideal life and enjoy the peace of mind gained by delegating their financial affairs to a trusted professional. We believe that trust is the single most important element for any good business relationship, especially when it comes to the relationship between a client and a Financial Professional.
Finlinx Wealth Contact Details
- People in AeroLeads
- 4
Finlinx Wealth Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Brad Gordon | Partner/adviser at Finlinx Wealth |
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| Candise Rundell | Finlinx Wealth | West Mackay, Queensland, Australia |
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| Noel Lang | Financial Adviser | Mackay, Queensland, Australia |
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| Kiah Forster | Adviser Assistant at Finlinx Wealth | East Mackay, Queensland, Australia |
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Employees by Management Level
Individual contributor
3 profiles
Associate / junior
1 profile
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