WealthPartners Financial Solutions
Financial Services
Nsw, Au
12 employees
- Employees
- 12
- Contacts
- 3
- Emails
- 3
- Phones
- 1
WealthPartners Financial Solutions Overview
- Headquarters
- Nsw, Au
- Phone Number
- Available in AeroLeads
- Website
- wealthpartners.net.au
- Industry
- Financial Services
- Employees
- 12
- Founded
- 2000
- Funding
- ,
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
Financial Advice and Planning
Personalised Financial Advice
Individualised Financial Planning
Business Advice and Solutions
Aged Care Advice and Planning
Education Planning and Advice
Retirement Planning
Self Managed Superannuation Advice and Administration
Estate Advice and Management
Wealth Management
Accounting and Tax Management
Mortgage and Lending Advice
About WealthPartners Financial Solutions
At WealthPartners we develop long-term valuable relationships with our clients, working together to build a secure financial future based on strategic advice that gives you understanding, peace of mind and control. By listening, guiding and providing structure, we support your journey to reach your financial and lifestyle goals. Comprising a team of skilled financial planners and support staff, we offer a comprehensive financial planning service to individuals, companies, superannuation fund members and trustees. We embrace the services of specialist solicitors, accountants, bankers and stockbrokers where required. WealthPartners Financial Solutions is located in Milsons Point at the northern end of the Sydney Harbour Bridge. There is convenient access by rail and bus services and there is ample meter parking nearby. We are a boutique practice with the support and backing of Australia's largest financial planning group. Financial planning and mortgage services are provided by WealthPartners Financial Solutions Pty Limited, ABN 92 132 926 017, Authorised Representatives and Credit Representatives of AMP Financial Planning Pty Limited, Australian Financial Services Licensee and Australian Credit Licensee. Any advice contained in this webpage is of a general nature only and does not take into account the objectives, financial situation or needs of any particular person. Therefore, before making any decision, you should consider the appropriateness of the advice with regard to those matters. Visit our website www.wealthpartners.net.au for a full description of services and a copy of our FSCG http://wealthpartners.net.au/files/2017/06/Financial-Services-and-Credit-Guide-3.0.pdf
WealthPartners Financial Solutions Contact Details
- People in AeroLeads
- 4
- With contact data
- 3
- Email contacts
- 3
- 75.0% coverage
- Phone contacts
- 1
- 25.0% coverage
WealthPartners Financial Solutions Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Daniel Kwak | Financial Adviser - Providing Clients with Clarity and Confidence in Their Financial Journey Through Strategic Advice | Australia |
Email
|
| Bill Rainger | I Can Help You Live the Life That You Want Through Making Good Financial Decisions and Planning for the Future. | Greater Sydney Area, Australia |
Email
|
| Marg Barlow | Receptionist/admin at Wealth Partners Financial Solutions | North Sydney, New South Wales, Australia |
View
|
| Andrew Heaven | Ba Dipfp Mfinp Cfp Jp Gaicd Practice Principal and Financial Planner | Sydney, New South Wales, Australia |
Email
Phone
|
Employees by Management Level
Individual contributor
7 profiles
Senior / Lead
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Finance | 4 | 4 | 1 |
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