Excel Wealth
Located in Gympie and the Sunshine Coast, our team offer a range of financial planning services including mortgages, superannuation and retirement planning, personal insurance, estate planning, asset management and small business support. We are a proud locally owned company that employs professionals who are passionate about achieving great results for their clients.
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Verified contacts
6
available on Kipplo
LinkedIn employees
9
1 to 10 range
Open roles
—
no listings
Distinct roles
5
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
6 contacts with verified email or phone · masked until revealed.
- KM
Kate McKeiver
Paraplanner · Finance & Accounting
EmailPhone - SH
Sarah Holroyd
Director Financial Planner Accredited Mortgage Broker · Finance & Accounting
EmailPhone - AG
Aleesha Greensill
Client Service Manager · Customer/Client Service
EmailPhone - HJ
Haley Jones
Associate Advisor · Finance & Accounting
EmailPhone - JB
Jo Beasley
Paraplanner · Finance & Accounting
EmailPhone
Showing 5 of 6 verified contacts
Top roles at Excel Wealth
5 distinct titles indexed · top 5 shown.
- 2paraplanner
- 1associate advisor
- 1client service manager
- 1director financial planner accredited mortgage broker
- 1research assistant and adviser support
Sign up to unlock all 6 contacts at Excel Wealth
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 6 verified contacts at Excel Wealth
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