Whitsunday Wealth are a locally owned small business operating in the Mackay-Whitsunday region. We aim to provide our clients with a clear sense of direction, making the complex seem simple and creating a new feeling of confidence about their financial situation.
Our principal adviser Matt Neill is a Certified Financial Planner®, completed in 2018, which is set at the highest level of qualification for financial advisers in Australia. Matt has been involved in the financial services industry since 2005 and has been advising clients from all walks of life since 2009.
Whitsunday Wealth is committed to supporting the local community through quality and affordable financial advice, as well as supporting many local community groups. Financial freedom your way.
Matthew Neill and "Whitsunday Wealth Pty Ltd ACN 168 432 004 As Trustee for the Whitsunday Wealth Unit Trust ABN 31 520 375 694” trading as “Whitsunday Wealth” are Authorised Representatives of Consultum Financial Advisers Pty Ltd ABN 65 006 373 995, Australian Financial Services Licence Number 230323 (“Consultum”) of Level 6, 161 Collins Street, Melbourne VIC 3000
General Advice Warning
Any advice in this publication is of a general nature only and has not been tailored to your personal circumstances. Please seek personal advice prior to acting on this information.
Before making a decision to acquire a financial product, you should obtain and read the Product Disclosure Statement (PDS) relating to that product.
Company Details
- Employees
- 5
- Founded
- -
- Address
- 172 Victoria Street, Mackay,queensland 4740,australia
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- whitsundaywealth.com.au
- Keywords
- Financial Advice.
- HQ
- Mackay, Queensland
Whitsunday Wealth Questions
Whitsunday Wealth's website is whitsundaywealth.com.au
Whitsunday Wealth's LinkedIn profile is https://au.linkedin.com/company/whitsundaywealth
Whitsunday Wealth has
5 employees.
View email and phone details for 5
employees at Whitsunday Wealth.
Whitsunday Wealth's industry is
Financial Services
Whitsunday Wealth's top competitors are
More Time Financial,
Eyre Financial Services Pty Ltd,
Allways Digital,
Bw Private Wealth,
Shape Financial Advisory,
Latitude Private Wealth,
Mcgregor Insurance & Advisory,
Oculus Private Wealth,
Tardis Advice,
Tnr Wealth Management.
Whitsunday Wealth's categories are Financial Services
Whitsunday Wealth's founding year is 2020
