SWU Group
Financial Services
Nsw, Au
16 employees
- Employees
- 16
- Contacts
- 1
- Emails
- 1
SWU Group Overview
- Headquarters
- Nsw, Au
- Website
- simonwu.com.au
- Industry
- Financial Services
- Employees
- 16
- Founded
- 1986
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About SWU Group
The SWU Group is a Multi Family Office (MFO) that utilises a unique co-investment, co-strategy approach to their clients. This approach means that any investment or strategy that is recommended to clients is also utilised by the SWU Group's internal investment monies. This ensures strong alignment with the client and to serve their best interests only. We challenge the public to ask of their advisers if this is true of them. We cater to all types of clients, large and small and we see to it that middle class families have access to strong and appropriate financial advice. The 4 arms that make up the SWU Group include: - Accounting - Financial Planning - Credit Advisory - Estate Planning ensuring that anything related to a clients financial wellbeing is looked after by the SWU Group.
SWU Group Contact Details
- People in AeroLeads
- 4
- With contact data
- 1
- Email contacts
- 1
- 25.0% coverage
SWU Group Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Parama Kasinkorn | Assistant at Swu Group | Nakhon Nayok, Thailand |
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| Marvin Mao | Chairman at Swu Group, CEO of Leleketang.com | Chaoyang District, Beijing, China |
Email
|
| Nicola Yu | Financial Planner at Swu Financial Planning | Australia |
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|
| Jonathan Wu, Fcpa (Fps, Smsfs), Fchfp | Financial Advice and Asset Management Specialist. Money Management's Young Achiever of the Year 2013 | Greater Sydney Area, Australia |
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|
Employees by Management Level
Individual contributor
9 profiles
Executive
1 profile
Associate / junior
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| General | 1 | 1 | 0 |
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