WealthPartners Financial Solutions

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
Industry
Financial Services
Employees
12
Founded
2000
Funding
,
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

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 Contact
Daniel Kwak Financial Adviser - Providing Clients with Clarity and Confidence in Their Financial Journey Through Strategic Advice
Email
Bill Rainger I Can Help You Live the Life That You Want Through Making Good Financial Decisions and Planning for the Future.
Email
Marg Barlow Receptionist/admin at Wealth Partners Financial Solutions
View
Andrew Heaven Ba Dipfp Mfinp Cfp Jp Gaicd Practice Principal and Financial Planner
Email Phone

Employees by Management Level

Individual contributor 7 profiles
Senior / Lead 1 profile

Department Contact Coverage

Department Contacts Email Phone
Finance 4 4 1

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