Succession Matters
Company Management

Succession Matters

Financial Services Western Australia, Au 3 employees
Employees
3
Contacts
2
Emails
1
Phones
1

Succession Matters Overview

Headquarters
Western Australia, Au
Industry
Financial Services
Employees
3
Founded
2013
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Succession Matters

Succession Advisers - Business Succession and Estate Planning, Personal Insurance Advice. We help you prepare articulated plans for business succession and personal estates, incorporating good risk management strategies. Known for our expertise and thorough approach, our specialist knowledge means that no matter how complex your issues are, we can help you understand the risks and challenges, consider all the options, and put a sound, relevant, and comprehensive plan in place. LTMO Pty Ltd ATF The O'Neill-Towers Family Trust and Lasarith Pty Ltd ATF The Smith Family Trust (ABN 94 225 175 063) trading as Succession Matters Corporate Authorised Representative of Bombora Advice Pty Ltd ABN 40 156 250 565 AFSL 439065

Succession Matters Contact Details

People in AeroLeads
3
With contact data
2
Email contacts
1
33.3% coverage
Phone contacts
1
33.3% coverage

Succession Matters Org Chart

Sample employees and titles
Name Title Contact
Coralie Prattley Client Services at Succession Matters
Phone
Adam Smith Succession Adviser at Succession Matters
View
Luke Towers Adviser / Director at Succession
Email

Employees by Management Level

Individual contributor 3 profiles
Director 1 profile

Department Contact Coverage

Department Contacts Email Phone
Executive 1 1 0
Sales 1 0 1

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