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
- Website
- miqprivate.com.au
- Industry
- Financial Services
- Employees
- 41
- Founded
- 2006
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
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 | Location | 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 | Greater Brisbane Area, Australia |
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 | Phone | |
|---|---|---|---|
| Finance | 6 | 6 | 1 |
| Executive | 4 | 4 | 0 |
| Sales | 2 | 2 | 1 |
| HR | 1 | 1 | 0 |
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