Wealth Connexion
We take immense pride in being a relationship-based financial advisor business in Brisbane that provides clients the confidence to make informed financial decisions. Wealth Connexion’s six core drivers of performance that are constantly reviewed and fine-tuned are: Professionalism – continously and objectively challenging the status quo i.e. doing things better. Client Best Interest – providing peace of mind, value and confidence so that you are able to make informed financial decisions. Client Service – the keystone of our service offering. Compliance – the most important undertaking of advice businesses. Expertise Education Experience – we are committed to investing in our staff’s development so that we may provide best in class service to our clients. Continuous Improvement – the only way to remain relevant and ensure our value to clients is maintained at the highest level.
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Verified contacts
11
available on Kipplo
LinkedIn employees
20
1 to 10 range
Open roles
—
no listings
Distinct roles
5
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
11 contacts with verified email or phone · masked until revealed.
- JA
Jason Atkins
Senior Financial Advisor · Finance & Accounting
EmailPhone - YP
Ynes Perrin
Manager · General Business & Management
EmailPhone - AE
Andrew Engel
Senior Paraplanner · Finance & Accounting
EmailPhone - AK
Annabelle Kitchin
Financial Planning Assistant · Finance & Accounting
EmailPhone - LG
Lachlan Gorringe
Financial Planning Assistant · Finance & Accounting
EmailPhone - RP
Ruth Peterson
Associate Advisor · Finance & Accounting
EmailPhone
Showing 6 of 11 verified contacts
Top roles at Wealth Connexion
5 distinct titles indexed · top 5 shown.
- 3senior financial advisor
- 2associate advisor
- 2financial planning assistant
- 1manager
- 1senior paraplanner
Sign up to unlock all 11 contacts at Wealth Connexion
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