Wealth Planning Partners
Financial Services
Au
6 employees
- Employees
- 6
- Contacts
- 2
- Emails
- 2
- Phones
- 1
Wealth Planning Partners Overview
- Headquarters
- Au
- Website
- wealthplanningpartners.com.au
- Industry
- Financial Services
- Employees
- 6
- Founded
- 1985
- Funding
- ,
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Wealth Planning Partners
Wealth Planning Partners are a Gold Coast based Financial Planning Practice with qualified advisers who follow The WPP Way to help their clients: Secure, Build, Succeed. Protection strategies are a priority to ensure that all you've worked so hard for is Secure in the event of the unexpected. We also provide services in retirement and superannuation planning, investments and self-managed superannuation funds to help Build your wealth, all to assist you to Succeed financially. Established on the Gold Coast in the 1980's, we've been around for a long term and have a large and loyal customer base spread across the eastern seaboard of Australia. Wealth Planning Partners Pty Ltd (Practice) is a Corporate Authorised Representative of WPP Licensee Services Pty Limited (AFSL No. 530393 ABN 76 649 079 998).
Wealth Planning Partners Contact Details
- People in AeroLeads
- 4
- With contact data
- 2
- Email contacts
- 2
- 50.0% coverage
- Phone contacts
- 1
- 25.0% coverage
Wealth Planning Partners Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Mitch Cassar | Financial Planner & Practice Manager @ | Gold Coast, Queensland, Australia |
Email
|
| Trevor Pritchard | Financial Adviser at Wealth Planning |
View
|
|
| Chad Enstrom | Financial Advisor at Wealth Planning |
View
|
|
| Amanda Cassar | Director at Wealth Planning Partners | Gold Coast, Queensland, Australia |
Email
Phone
|
Employees by Management Level
Manager
2 profiles
Individual contributor
2 profiles
Director
1 profile
Senior / Lead
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Finance | 1 | 1 | 0 |
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