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 InsuranceMonetary 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 | Location | Contact |
|---|---|---|---|
| Bimal Sharma | Accountant at Visis Private Wealth | Greater Brisbane Area, Australia |
Email
|
| Denise Croy | Private Client Adviser | Brisbane, Queensland, Australia |
Email
|
| Adam Callinan | Senior Private Client Adviser at Visis | Greater Brisbane Area, Australia |
Email
|
| John O'brien | Partner @ Visis Private Wealth | Greater Brisbane Area, Australia |
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 | Phone | |
|---|---|---|---|
| Finance | 3 | 3 | 2 |
| Sales | 3 | 3 | 0 |
| Executive | 2 | 2 | 1 |
| General | 2 | 2 | 0 |
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