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.
Company Details
- Employees
- 12
- Founded
- -
- Address
- Level 4, 125 Flinders Lane, Melbourne,victoria 3000,australia
- Phone
- +61 03 8414 2901
- in****@****.com.au
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- wattlepartners.com.au
- Keywords
- Investment Advice, Superannuation & SMSF Advice, Strategic Advice, Asset Financing, Estate Planning, Portfolio Management, Independent Research & Insight, Portfolio & SMSF Administration.
- HQ
- Melbourne, Victoria
Wattle Partners | Retirement Wealth Specialists Questions
Wattle Partners | Retirement Wealth Specialists's helpline number is +61 03 8414 2901
Wattle Partners | Retirement Wealth Specialists's website is wattlepartners.com.au
Wattle Partners | Retirement Wealth Specialists's LinkedIn profile is https://au.linkedin.com/company/wattlepartners
Wattle Partners | Retirement Wealth Specialists has
12 employees.
View email and phone details for 12
employees at Wattle Partners | Retirement Wealth Specialists.
Wattle Partners | Retirement Wealth Specialists's industry is
Financial Services
Wattle Partners | Retirement Wealth Specialists's top competitors are
Hwp - Hamilton Wealth Partners,
Verse Wealth,
Capital Outcomes,
Hewison Private Wealth,
Atchison,
Brilliant Investment Group - Big,
Rask,
The Inside Network,
Link Wealth Advice,
Evalesco Financial Services.
Wattle Partners | Retirement Wealth Specialists's support email address is info@wattlepartners.com.au
Wattle Partners | Retirement Wealth Specialists's categories are Financial Services
Wattle Partners | Retirement Wealth Specialists's founding year is 1971
