Wahlstrom Financial Services

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 Insurance
Monetary 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 Contact
Roger Elliott Business Development Manager at Wahlstrom Solutions
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Christopher Gunther Financial Planner at Wahlstrom Financial Services
Email Phone
Simon Backman CEO at Wahlstrom Financial Services
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 Email Phone
Finance 3 3 1

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