Guideway Financial Services
Guideway is the premier provider of quality, customised advisory services for large superannuation funds and independently minded advisory professionals. We are not aligned to any product or platform and specialise in true service-for-fee, product and platform agnostic advice. Guideway focuses on the delivery of advice from a client’s perspective. We understand members often present with a simple need for help, information and or guidance and are regularly shoehorned into a digital SOA process and this is often where the engagement ends. For this reason, Guideway’s tools are all designed to ‘meet clients where they are’ and we achieve this by focusing on the provision of general advice, information and nudges and where appropriate, scaled and complex personal advice. Our education platform, MoneyED, is natively AI augmented and is designed to accommodate and service each cohort group by providing customised learning journeys and education plans for members. Guideway’s ecosystem specialises in creating agency for members so that they may understand and navigate their way through to retirement with confidence, all with the knowledge of how and when to access fund services to support their journey. Whether it’s guidance and education, industry leading AI tools or personal advice assistance including compliance, please contact Guideway for more information (advice@guideway.com.au).
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Verified contacts
16
available on Kipplo
LinkedIn employees
18
11 to 50 range
Open roles
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no listings
Distinct roles
9
indexed titles
Tech stack
1
tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
16 contacts with verified email or phone · masked until revealed.
- DH
Daniel Hicks
Executive Manager - Client Relations · Customer/Client Service
EmailPhone - JR
James Riches
Executive Manager - Allied Advice · General Business & Management
EmailPhone - CG
Chris Garlick
Financial Services Professional · Finance & Accounting
EmailPhone - DA
Denisa Alexa Wijaya
Paraplanner · Finance & Accounting
EmailPhone - JM
James McGuire
Paraplanner · Finance & Accounting
EmailPhone - JI
Jimmy Iles
Paraplanner · Finance & Accounting
EmailPhone - PT
Peter Trusler
Financial Adviser · Finance & Accounting
EmailPhone - SN
Scott Nanfro
Financial Advisor · Finance & Accounting
EmailPhone - SJ
Steve Jie
Paraplanner · Finance & Accounting
EmailPhone
Showing 9 of 16 verified contacts
Top roles at Guideway Financial Services
9 distinct titles indexed · top 9 shown.
- 6paraplanner
- 2financial services professional
- 1executive manager - allied advice
- 1executive manager - client relations
- 1financial adviser
- 1financial advisor
- 1leadlight artist
- 1legal and compliance analyst
- 1paraplanner business analyst
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