Succession Matters
Financial Services
Western Australia, Au
3 employees
- Employees
- 3
- Contacts
- 2
- Emails
- 1
- Phones
- 1
Succession Matters Overview
- Headquarters
- Western Australia, Au
- Website
- successionmatters.com.au
- Industry
- Financial Services
- Employees
- 3
- Founded
- 2013
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary 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 | Location | Contact |
|---|---|---|---|
| Coralie Prattley | Client Services at Succession Matters | Perth, Western Australia, Australia |
Phone
|
| Adam Smith | Succession Adviser at Succession Matters |
View
|
|
| Luke Towers | Adviser / Director at Succession | Greater Perth Area, Australia |
Email
|
Employees by Management Level
Individual contributor
3 profiles
Director
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Executive | 1 | 1 | 0 |
| Sales | 1 | 0 | 1 |
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