Wahlstrom Financial Services
Financial Services
Au
18 employees
- Employees
- 18
- Contacts
- 2
- Emails
- 2
- Phones
- 2
Wahlstrom Financial Services Overview
- Headquarters
- Au
- Phone Number
- Available in AeroLeads
- Website
- wfsqld.com.au
- Industry
- Financial Services
- Employees
- 18
- Founded
- 1988
- Funding
- ,
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Wahlstrom Financial Services
Established in 1988, we are a leading, privately owned financial advice business with Gold Coast and Sydney offices. At WFS, we are passionate about the life-changing value of professional advice in achieving people’s financial and lifestyle goals are committed to providing our clients with quality financial advice and exceptional service. With over 100 years combined experience providing financial advice, our team has earned its place as a respected leader among its peers and is recognised for its outstanding achievements in providing investment and insurance advice. Professional integrity and dependable decision making are the hallmarks of Wahlstrom Financial Services. These are not just words, they are values central to what we do each day to secure our clients financial futures. The Wahlstrom Financial Services team strives to provide our clients with the peace of mind that they will have money when they need it the most. Our Financial Planners can provide advice on Wealth Creation, Superannuation, Pre and Post-Retirement planning, Wealth Protection, Centrelink and Aged Care. Wahlstrom Financial Services Pty Ltd ABN 43 078 015 988 is a Corporate Authorised Representative of Anova Advice Group Pty Ltd ABN 40 653 741 247 | AFSL No. 537916. Anova Advice Group Pty Ltd and Wahlstrom Financial Services Pty Ltd are not responsible for the advice given regarding lending. This information (including taxation) is general in nature and does not consider your individual circumstances or needs. Do not act until you seek professional advice and consider a Product Disclosure Statement. The views and opinions expressed within this letter are those of the author and do not necessarily reflect those of Anova Advice Group Pty Ltd.
Wahlstrom Financial Services Contact Details
- People in AeroLeads
- 4
- With contact data
- 2
- Email contacts
- 2
- 50.0% coverage
- Phone contacts
- 2
- 50.0% coverage
Wahlstrom Financial Services Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Roger Elliott | Business Development Manager at Wahlstrom Solutions | New South Wales, Australia |
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|
| Christopher Gunther | Financial Planner at Wahlstrom Financial Services | Bundall, Queensland, Australia |
Email
Phone
|
| Simon Backman | CEO at Wahlstrom Financial Services | Greater Brisbane Area, Australia |
Email
Phone
|
| Patricia Hancox | Risk Insurance - New Business |
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|
Employees by Management Level
Individual contributor
6 profiles
Associate / junior
2 profiles
Executive
1 profile
Manager
1 profile
Senior / Lead
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Finance | 3 | 3 | 1 |
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