EXCEL WEALTH
Who is EXCEL WEALTH?
Located in Gympie and the Sunshine Coast, our team offer a range of financial planning services including mortgages, superannuation and retirement planning, personal insurance, estate planning, asset management and small business support. We are a proud locally owned company that employs professiona...See more
Industry & Specialities
Banking Financial Services & Insurance (BFSI)
Others in Banking Financial Services & Insurance (BSFI)
Countries of Operation
Australia
Headquarters:
Australia
Company Type:
MNC / Large Enterprise
Company size:
1-10 Employees
Year Founded:
2016 (10 years)
Address:
7 CHANNON ST; GYMPIE, QUEENSLAND 4570, AU
Employees by Department
- The Rest (7)
- Total (7)
Key Decision Makers
Aleesha Greensill
Client Service Manager
Sj Robson
Research Assistant and Adviser Support
Jo Beasley
Paraplanner
Kate Mckeiver
Paraplanner
Employees by Seniority
C-level
0employees
Senior
0employees
Non-managers
4employees
Financials
LOW
spending power
Funding Status
Publicly listed on stock exchange
Associated Legal Entities
0 entities
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Featured Lists
- SMEs in Singapore
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Frequently Asked Questions (FAQ)
- How long has EXCEL WEALTH been operating for?
- What is the funding status of EXCEL WEALTH?
- Where is EXCEL WEALTH's headquarter?
- What EXCEL WEALTH's spending power?
- Does EXCEL WEALTH have a presence in the domain it operates in?