Whitsunday Wealth
Financial Services
Mackay, Queensland, Au
5 employees
- Employees
- 5
Whitsunday Wealth Overview
- Headquarters
- Mackay, Queensland, Au
- Website
- whitsundaywealth.com.au
- Industry
- Financial Services
- Employees
- 5
- Founded
- 2020
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About Whitsunday Wealth
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.
Whitsunday Wealth Contact Details
- People in AeroLeads
- 2
Whitsunday Wealth Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Zoe Kennedy | Financial Adviser | East Mackay, Queensland, Australia |
View
|
| Kate Schembri | Senior Financial Adviser Dacc Mfp | Mackay Harbour, Queensland, Australia |
View
|
Compare Similar Companies to Whitsunday Wealth
Shape Financial Advisory
Financial Services
Allways Digital
Advertising Services
Tardis Advice
Financial Services
Eyre Financial Services Pty Ltd
Financial Services
TNR Wealth Management
Financial Services
BW Private Wealth
Financial Services
More Time Financial
Financial Services
Oculus Private Wealth
Financial Services
Latitude Private Wealth
Financial Services
McGregor Insurance & Advisory
Insurance Agencies And Brokerages