Wattle Partners | Retirement Wealth Specialists

Wattle Partners | Retirement Wealth Specialists

Financial Services Melbourne, Victoria, Au 12 employees
Employees
12
Contacts
4
Emails
4
Phones
1

Wattle Partners | Retirement Wealth Specialists Overview

Headquarters
Melbourne, Victoria, Au
Phone Number
Available in AeroLeads
Industry
Financial Services
Employees
12
Founded
1971
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Wattle Partners | Retirement Wealth Specialists

Our mission is to inform and empower our clients through independent financial advice, to allow them to concentrate on what they value. Wattle Partner’s history spans over several decades. The origins of Wattle Partners are from Austin Donnelly’s original financial planning firm - Donnelly Money Management. Austin was a founder of the independent financial advice industry and a vocal opponent to the conflicted, commission based nature of financial advice being delivered. Each of the directors of Wattle Partners spent substantial time in Austin’s original business and continue to implement his principles of transparent, tailored and fixed fee advice. Wattle Partners offers the full range of financial and investment advisory services under our own license. We do not recommend ‘products’, nor do we receive any commissions for the recommendations we make. We are closely connected to both our heritage, which dates back several decades, and our community of clients and partners, whom we support in many ways. Our focus at Wattle Partners is not solely on providing financial and investment advice, but also on promoting financial literacy and improving the investment education standards in Australia, especially around retirement. It is for this reason we are on numerous podcast, quoted in the media on a regular basis, on board or non for profit organisations with the similar goals and are publishing a retirement book in 2024.

Wattle Partners | Retirement Wealth Specialists Contact Details

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

Wattle Partners | Retirement Wealth Specialists Org Chart

Sample employees and titles
Name Title Contact
Erling Sorensen Partner & Joint Managing Director
Email
Jamie Nemtsas Executive Chair of the Brilliant
Email Phone
Lauren Isles Financial Planner
Email
Renato Manias Financial Adviser Cfp® at Wattle
Email

Employees by Management Level

Individual contributor 4 profiles
Associate / junior 2 profiles
Director 1 profile

Department Contact Coverage

Department Contacts Email Phone
General 1 1 0

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