VISIS Private Wealth

VISIS Private Wealth

Financial Services Brisbane, Queensland, Au 39 employees
Employees
39
Contacts
4
Emails
4
Phones
1

VISIS Private Wealth Overview

Headquarters
Brisbane, Queensland, Au
Phone Number
Available in AeroLeads
Website
visis.com.au
Industry
Financial Services
Employees
39
Founded
2001
Funding
,
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About VISIS Private Wealth

VISIS Private Wealth is one of Australia’s leading privately owned and independent wealth management firms. We partner with clients to build tailored financial strategies that reflect their unique goals, values and needs. Being fully independent means our advice is 100% client-focused — free from product conflicts and aligned only with your best interests. Our comprehensive service offering includes: Financial Advice Investment Management Superannuation & Self-Managed Super Funds (SMSFs) Private Family Office Services Insurance & Risk Management Estate & Succession Planning Loan & Debt Solutions Accounting & Tax Services With this full-service approach, every aspect of your financial life is managed efficiently, securely and with the highest standard of care. At VISIS, we pride ourselves on straight-talking, personalised advice. We simplify complexity and empower you to make informed decisions — helping you protect and grow your wealth now and into the future. Let’s talk — contact us to explore how we can support your financial journey.

VISIS Private Wealth Contact Details

People in AeroLeads
4
With contact data
4
Email contacts
4
100.0% coverage
Phone contacts
1
25.0% coverage

VISIS Private Wealth Org Chart

Sample employees and titles
Name Title Contact
Bimal Sharma Accountant at Visis Private Wealth
Email
Denise Croy Private Client Adviser
Email
Adam Callinan Senior Private Client Adviser at Visis
Email
John O'brien Partner @ Visis Private Wealth
Email Phone

Employees by Management Level

Individual contributor 12 profiles
Associate / junior 4 profiles
Senior / Lead 2 profiles
Manager 1 profile

Department Contact Coverage

Department Contacts Email Phone
Finance 3 3 2
Sales 3 3 0
Executive 2 2 1
General 2 2 0

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