MiQ Private Wealth

MiQ Private Wealth

Financial Services Au 41 employees
Employees
41
Contacts
1
Emails
1
Phones
1

MiQ Private Wealth Overview

Headquarters
Au
Phone Number
Available in AeroLeads
Industry
Financial Services
Employees
41
Founded
2006
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About MiQ Private Wealth

Founded in 2006 by four advisers with a passion for helping Australians achieve financial wellbeing, MiQ Private Wealth is now a team of 18 highly skilled advisers dedicated to providing the most appropriate financial advice. A wholly Australian-owned, unlisted public company, we were the first office of Magnitude Authorised Representatives in Australia, and now operate with offices at Upper Mt Gravatt, Broadbeach, Buderim, Wynnum and Toowoomba in Queensland, Geraldton in Western Australia, Canberra in the ACT and Tumut in New South Wales. Our Upper Mt Gravatt office is also home to our Asian Business Unit. One of the largest Asian Financial Planning Business Units outside any major institution in Australia, it services the needs of the local Asian community as well as clients situated all over the globe. OUR APPROACH At MiQ, we aim to develop innovative and comprehensive strategies to improve the financial wellbeing of our clients and their future generations. We have a strong reputation built on trust, experience and quality advice. Backed by a great team, our advisers take pride in guiding clients throughout life's choices - delivering tailored plans and strategic solutions to help clients achieve their financial and lifestyle goals. OUR VALUES We care about our clients' wellbeing and are committed to delivering first-class ongoing service built on our strong reputation and trust. With a breadth of knowledge and experience and a dedicated team, we act as our client's trusted partner, guiding them through life's choices to help them reach financial wellbeing. The foundation of our business is built on the following values: * Integrity * Knowledge * Trust * Experience

MiQ Private Wealth Contact Details

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

MiQ Private Wealth Org Chart

Sample employees and titles
Name Title Contact
Helen Lea Non-executive Director, Advisory Board Member and Executive Mentor
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Angela Hsu Client Service Manager
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Farrell Platt Consultant - Financial Planning Specialist - Adviser Education Responsible Manager - Performance Coach - People Leader
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Justine Shephard Financial Advice Compliance, Governance and Risk Management - Afsl Responsible Manager - Regulatory Change - Practice Management - Leadership
Email Phone

Employees by Management Level

Individual contributor 14 profiles
Manager 8 profiles
Senior / Lead 3 profiles
Executive 2 profiles
VP / Head 2 profiles
Director 2 profiles

Department Contact Coverage

Department Contacts Email Phone
Finance 6 6 1
Executive 4 4 0
Sales 2 2 1
HR 1 1 0

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