Unified Wealth
Financial Services
Gisborne, Victoria, Au
4 employees
- Employees
- 4
- Contacts
- 2
- Emails
- 2
- Phones
- 1
Unified Wealth Overview
- Headquarters
- Gisborne, Victoria, Au
- Website
- www.unifiedwealth.com.au
- Industry
- Financial Services
- Employees
- 4
- Founded
- 2024
- Funding
- ,
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About Unified Wealth
Unified wealth specialises in helping clients who are facing life’s big decisions. Whether you’re contemplating your first property, growing your family or starting your investment journey we can help you focus on the simple steps to help you make your goals reality. Our priority is making sure you have all the right information available to make the best possible decisions for you and those you love. The Trustee for Bullimore Family Trust T/A Unified Wealth is a Corporate Authorised Representative (No. 001309206) and Joel Andrew George Bullimore is an Authorised Representative (No. 000468950) of Spark Advisors Australia Pty Ltd ABN 34 122 486 935 AFSL 380552. The information in this page and the links has been prepared for general information purposes only and does not take into account your personal objectives, financial situation or needs. It is not intended to provide commercial, financial, investment, accounting, tax or legal advice. You should, before you make any decision regarding any information, strategies, or products mentioned in this page, consult a professional financial advisor to consider whether it is suitable and appropriate for you and your personal needs and circumstances. Before making a decision to acquire a financial product, you should obtain and read the Product Disclosure Statement (PDS) relating to that product, together with the Target Market Determination (TMD).
Unified Wealth Contact Details
- People in AeroLeads
- 3
- With contact data
- 2
- Email contacts
- 2
- 66.7% coverage
- Phone contacts
- 1
- 33.3% coverage
Unified Wealth Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Keith Scott | Business Consultant and Real Estate Appraiser at Boggs & Associates Inc. | St Albans, West Virginia, United States |
Email
Phone
|
| Joel Bullimore | Director and Financial Advisor - Helping Clients Who Are Facing Life’s Big Decisions | Melbourne, Victoria, Australia |
Email
|
| Brennan Felman | Self Directed Retirement Specialist at Unified Wealth |
View
|
Employees by Management Level
Individual contributor
2 profiles
Director
1 profile
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