Wealth3 Financial Planning

www.wealth3.com.au

Wealth 3 Financial Planning Pty Ltd is holistic one stop solution for financial planning and wealth management. With the wealth of knowledge that comes from over 20 years experience in key corporate finance areas such as banking, investment management, wholesale investments as well as distribution and licencing, our founder Niki Trimmis and her team offer a unique and tailored approach to financial growth for individuals and businesses alike.

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Wealth 3 Financial Planning Pty Ltd is holistic one stop solution for financial planning and wealth management. With the wealth of knowledge that comes from over 20 years experience in key corporate finance areas such as banking, investment management, wholesale investments as well as distribution and licencing, our founder Niki Trimmis and her team offer a unique and tailored approach to financial growth for individuals and businesses alike.

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Employees

11-50

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Founded

2008

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Potential Decision Makers

  • Practice Manager

    Email ****** @****.com
    Phone (***) ****-****
  • Strategic Adviser Associate

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    Phone (***) ****-****
  • Client Services Officer

    Email ****** @****.com
    Phone (***) ****-****
  • Receptionist / Administrator - Human Resources Support

    Email ****** @****.com
    Phone (***) ****-****

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