Finwell Group Pty Ltd
We're a family owned business with a team of financial professionals supporting our clients in financial planning, mortgage broking, self managed superannuation and property investment advice. Each of our team has a unique story just like yours. For the most part, we come from humble beginnings – a mechanics family, a labourers family, a roofer etc. – and have made it to investing after trialling many things before settling on a workable strategy that we all know works to grow wealth for those that can fully apply it. There are so many ways that Australians can do better financially, and we know that time is precious. We hope your journey from here is about to be a whole lot better for meeting us. Our aim is to help you find your ‘why’, then help you find the right ‘how’, and then work with ‘what’ we know to help you reach your goals.
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Verified contacts
13
available on Kipplo
LinkedIn employees
15
11 to 50 range
Open roles
—
no listings
Distinct roles
9
indexed titles
Tech stack
1
tools in use
Monthly traffic
2
organic / mo
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Decision-makers and verified team members
13 contacts with verified email or phone · masked until revealed.
- TB
Troy Burnside
Senior Wealth Consultant · Finance & Accounting
EmailPhone - SL
Stuart Lavender
Senior Wealth Consultant · Finance & Accounting
EmailPhone - TR
Tim Rickman
Expansion Manager · Sales & Business Development
EmailPhone - BL
Byron Liang
Financial Planning Administrator · Finance & Accounting
EmailPhone - DM
Daniel Milne
Financial Advisor · Finance & Accounting
EmailPhone - JN
Jessica Nguyen
Financial Planning Administrator · Finance & Accounting
EmailPhone - SE
Simone Evans
Financial Advisor · Finance & Accounting
EmailPhone - BL
Ben Lawrence
Deputy Chief Executive Officer · General Business & Management
EmailPhone - ES
Emma Schmidt
Chief Administrative Officer · General Business & Management
EmailPhone
Showing 9 of 13 verified contacts
Top roles at Finwell Group Pty Ltd
9 distinct titles indexed · top 9 shown.
- 2financial advisor
- 2financial planning administrator
- 2senior wealth consultant
- 1chief administrative officer
- 1credit legal specialist
- 1customer service specialist
- 1deputy chief executive officer
- 1expansion manager
- 1senior accountant
Sign up to unlock all 13 contacts at Finwell Group Pty Ltd
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