Tailored Lifetime Solutions Pty Ltd
Financial Services
Au
14 employees
- Employees
- 14
- Contacts
- 2
- Emails
- 2
Tailored Lifetime Solutions Pty Ltd Overview
- Headquarters
- Au
- Phone Number
- Available in AeroLeads
- Website
- tdls.com.au
- Industry
- Financial Services
- Employees
- 14
- Founded
- 1988
- Funding
- ,
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About Tailored Lifetime Solutions Pty Ltd
Tailored Lifetime Solutions is a leading financial planning practice that commenced business in 1988. Our aim is to provide individuals, families and businesses with tailored financial solutions that meet our client’s current and ongoing needs throughout their lifetime. Our team consists of qualified professionals who bring extensive financial planning experience to help us tailor our advice and services for you in a range of financial areas. Why choose Tailored Lifetime Solutions? We pride ourselves in being different than other Financial Planners, in particular with our Financial Roadmap offering. We will work with you to tailor a solution to: Provide you with peace of mind Get you on track to achieve your financial goals and objectives Simplify the financial planning process to help you better understand your money matters Make it easy to deal with us Ensure you are adequately protected in the case that something happened to you Ensure all your financial needs are met and maintained. Areas we can assist We can advise you on: Superannuation Self Managed Super Funds Investments Retirement Planning Insurances Lending Contact Us To find out more or for an obligation free consultation please call our office on +61 3 9851 0300 or 1800 888 557 (Outside Melbourne).
Tailored Lifetime Solutions Pty Ltd Contact Details
- People in AeroLeads
- 4
- With contact data
- 2
- Email contacts
- 2
- 50.0% coverage
Tailored Lifetime Solutions Pty Ltd Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Catherine Jenkins | Financial Adviser |
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|
|
| Lisa Fitzgerald | Certified Financial Planner at Tailored | Greater Melbourne Area, Australia |
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|
| Anthony Carbone | Operations Manager - Tailored Lifetime | Greater Melbourne Area, Australia |
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|
| Jacqui Lademann | Financial Planning - Client Services |
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|
Employees by Management Level
Individual contributor
8 profiles
Manager
2 profiles
Executive
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Finance | 2 | 2 | 0 |
| Executive | 1 | 1 | 1 |
| General | 1 | 1 | 0 |
| Legal | 1 | 1 | 0 |
| Operations | 1 | 1 | 0 |
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