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VerifiedFinancial Services· Founded 2011

Specialist Wealth

Specialist Wealth Group was established to provide holistic, quality financial planning, insurance and lending services with the highest standards of integrity for healthcare professionals. The team at Specialist Wealth Group have over 20 years experience in dealing directly to the Healthcare industry from single operators and employees through to multi national companies. We take great pride in our approach to provide support for our loyal customers through a range of financial services such as- Wealth Management - Superannuation (including SMSF)- Accounting and Tax Advice - Financial Advice - Personal Lending (Home Loans)- Investment Lending - Commercial Lending (Business Purposes)- Motor Vehicle Finance - Equipment and Fitout Finance - Insurances - Wills and Estate Planning and so much more. Whether it be from our personalized customer-focused approach, to our unique product offerings available to the healthcare community you can rest assure you are being looked after by a team of seasoned professionals who care about you and your family. So give our friendly team a call today to book an obligation free discussion and assessment of your financial goals and needs. Phone 1300 008 002 or email admin@specialistwealth.com.au

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HeadquartersSt Leonards, AustraliaEmployees7(11 to 50)Founded year2011Websitespecialistwealth.com.auLinkedIn profileLinkedIn

Verified contacts

7

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LinkedIn employees

7

11 to 50 range

Open roles

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Distinct roles

6

indexed titles

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1

tools in use

Monthly traffic

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Top roles at Specialist Wealth

6 distinct titles indexed · top 6 shown.

  • 1administrator
  • 1financial adviser, practice manager & director
  • 1financial advisor
  • 1national lending manager
  • 1senior credit analyst
  • 1senior finance specialist

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