Lumos Advisory
Our name is new, but we’ve been around for a while. Lumos Advisory unites the expertise of five renowned business advisory & accounting firms: Lever Group, Lever Financial Services, Enright Holmes, Grant & Brady, and Bloom Wealth & Finance At Lever Group, we’re committed to giving our clients quality financial advice that is tailored to their individual needs and circumstances. From superannuation to retirement planning, our aim is to help our clients achieve their financial goals.
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Verified contacts
12
available on Kipplo
LinkedIn employees
15
11 to 50 range
Open roles
—
no listings
Distinct roles
11
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
12 contacts with verified email or phone · masked until revealed.
- PL
Peter Lever
Director · General Business & Management
EmailPhone - KN
Kelly Nelson
Practice Manager · General Business & Management
EmailPhone - AL
Alisha Lever
Managing Director · General Business & Management
EmailPhone - AH
Amy Holmes
Partner Accountant Financial Strategist · Other
EmailPhone
Showing 4 of 12 verified contacts
Top roles at Lumos Advisory
11 distinct titles indexed · top 10 shown.
- 2managing director
- 1accountant
- 1director
- 1financial adviser
- 1junior accountant
- 1paraplanner
- 1partner accountant financial strategist
- 1personal assistant
- 1practice manager
- 1senior paraplanner
- +1more titles
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