Bamboo Wealth

www.bamboowealth.com.au

Bamboo Wealth is a boutique Financial Planning firm providing holistic advice in superannuation, retirement planning, expatriates, SMSFs and insurance. The Principal Planner is supported by a professional customer service team focusing on principles of professional and ethics standards. The Mission Statement of Bamboo Wealth adheres to highest standard of professional practices expected by the Financial Planning Association ( FPA) and other regulatory bodies. Personalised Financial Advice is provided with highest level of care and diligence with the Principal Planner holding a Post Graduate Masters in Financial Planning, registered as Financial Tax Adviser as well as been registered as a Certified Financial Planner (CFP) for 14 years with the FPA.

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Bamboo Wealth is a boutique Financial Planning firm providing holistic advice in superannuation, retirement planning, expatriates, SMSFs and insurance. The Principal Planner is supported by a professional customer service team focusing on principles of professional and ethics standards. The Mission Statement of Bamboo Wealth adheres to highest standard of professional practices expected by the Financial Planning Association ( FPA) and other regulatory bodies. Personalised Financial Advice is provided with highest level of care and diligence with the Principal Planner holding a Post Graduate Masters in Financial Planning, registered as Financial Tax Adviser as well as been registered as a Certified Financial Planner (CFP) for 14 years with the FPA.

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Employees

1-10

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Founded

2016

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Potential Decision Makers

  • Principal Senior Financial Planner / Ndis Plan Manager / Mortgage Broker

    Email ****** @****.com
    Phone (***) ****-****
  • Financial Advisor

    Email ****** @****.com
    Phone (***) ****-****
  • Associate Financial Planner / Paraplanner

    Email ****** @****.com
    Phone (***) ****-****
  • Principal Senior Financial Planner

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

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