Qi Wealth
Qi Wealth is a leading financial services company based in Sydney. Qi was founded by John Hefferan and Brett Wing, together in 2001, to bring together a multi-disciplinary team of experienced wealth management professionals. We deliver personalised strategies that aim to build and protect your wealth. Our vision is to lead the wealth revolution by helping our clients secure their financial well-being and change their lives for the better. Our mission is to be Australia's No. 1 integrated financial planning, superannuation and accounting services firm through harnessing a 'winning spirit' in everything we do. Our purpose is to create positive relationships and rich personal experiences that change the lives of our clients and our people. We do this by living by the following values: trust, passion, loyalty, quality and team work.
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Verified contacts
15
available on Kipplo
LinkedIn employees
19
11 to 50 range
Open roles
—
no listings
Distinct roles
13
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
15 contacts with verified email or phone · masked until revealed.
- JB
Jarrad Bleechmore
Director of Financial Services · Finance & Accounting
EmailPhone - LC
Leon Christodoulakis
Head of Client Services · Customer/Client Service
EmailPhone - NZ
Narissa Zajdlic
Director of Accounting and Taxation · Finance & Accounting
EmailPhone - CM
Caitlin MacPherson
Receptionist · Customer/Client Service
EmailPhone - EB
Emily Buckley
Junior Paraplanner · Finance & Accounting
EmailPhone - LP
Lauren Phelps
Financial Adviser Operations · Finance & Accounting
EmailPhone - LF
Liana Falappi
Financial Advisory Analyst · Finance & Accounting
EmailPhone - LD
Lily Duan
Accountant · Finance & Accounting
EmailPhone - AG
Addison Grinham
Business Advisory - Associate Director · Other
EmailPhone
Showing 9 of 15 verified contacts
Top roles at Qi Wealth
13 distinct titles indexed · top 10 shown.
- 1accountant
- 1australian tax accountant
- 1business advisory - associate director
- 1director of accounting and taxation
- 1director of financial services
- 1financial adviser operations
- 1financial advisory analyst
- 1head of client services
- 1internal accountant
- 1junior paraplanner
- +3more titles
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