Miq Private Wealth
Founded in 2006 by four advisers with a passion for helping Australians achieve financial wellbeing, MiQ Private Wealth is now a team of 18 highly skilled advisers dedicated to providing the most appropriate financial advice. A wholly Australian-owned, unlisted public company, we were the first office of Magnitude Authorised Representatives in Australia, and now operate with offices at Upper Mt Gravatt, Broadbeach, Buderim, Wynnum and Toowoomba in Queensland, Geraldton in Western Australia, Canberra in the ACT and Tumut in New South Wales. Our Upper Mt Gravatt office is also home to our Asian Business Unit. One of the largest Asian Financial Planning Business Units outside any major institution in Australia, it services the needs of the local Asian community as well as clients situated all over the globe. OUR APPROACH At MiQ, we aim to develop innovative and comprehensive strategies to improve the financial wellbeing of our clients and their future generations. We have a strong reputation built on trust, experience and quality advice. Backed by a great team, our advisers take pride in guiding clients throughout life's choices - delivering tailored plans and strategic solutions to help clients achieve their financial and lifestyle goals. OUR VALUES We care about our clients' wellbeing and are committed to delivering first-class ongoing service built on our strong reputation and trust. With a breadth of knowledge and experience and a dedicated team, we act as our client's trusted partner, guiding them through life's choices to help them reach financial wellbeing. The foundation of our business is built on the following values:* Integrity * Knowledge * Trust * Experience
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Verified contacts
36
available on Kipplo
LinkedIn employees
38
51 to 200 range
Open roles
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no listings
Distinct roles
21
indexed titles
Tech stack
0
tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
36 contacts with verified email or phone · masked until revealed.
- JS
Justine Shephard
Head of Compliance, Audit and Risk · Finance & Accounting
EmailPhone - BD
Brooke Dean
Client Services Manager · Customer/Client Service
EmailPhone - DB
David Brown
Director · General Business & Management
EmailPhone - HC
Helen Carinus
Partner and Senior Financial Advisor · Finance & Accounting
EmailPhone - LJ
Luke Jarzynski
Director · General Business & Management
EmailPhone - GV
Gabrielle Veldink
Customer Service Manager · Customer/Client Service
EmailPhone - LK
Leanne Kent
Client Service Manager · Customer/Client Service
EmailPhone - NJ
Natalie Justin
Customer Service Manager · Customer/Client Service
EmailPhone - TJ
Tess Jackson
Client Services Manager · Customer/Client Service
EmailPhone
Showing 9 of 36 verified contacts
Top roles at Miq Private Wealth
21 distinct titles indexed · top 10 shown.
- 5financial adviser
- 4client services manager
- 4paraplanner
- 2accountant
- 2customer service manager
- 2director
- 2financial advisor
- 1chief executive officer
- 1client service manager
- 1financial planner
- +11more titles
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