Limetree Wealth Management

www.limetreewm.com.au

We’re a different kind of wealth management business and we are proud of the fact. We specialise in helping time poor young professionals and new families who understand the importance of laying down solid foundations early in life so they can take full advantage of their hard work later in life. We offer a complete wealth creation service you would expect from a financial planning practice, plus a range of additional services and packages you may not. We don’t just like what we do we LOVE IT, we take pride in our work and we have fun while we do it. We may not take ourselves too seriously but our promise and commitment to all clients is we will always place their best interest first. Limetree Wealth Management Pty Ltd Address: 199 Magill Road, Maylands, South Australia 5069 Phone: (08) 8362 2833 Email: info@limetreewm.com.au Website: www.limetreewm.com.au Brad McDonald, Hamish Edwards, Limetree Wealth Management Pty Ltd ABN: 32 164 613 790 are authorised representatives of Financial Services Partners Pty Ltd ABN: 15 089 512 587 AFSL: 237590 is an Australian Financial Services Licensee and has its registered office at Level 23, 242 Pitt Street, Sydney NSW 2000.

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We’re a different kind of wealth management business and we are proud of the fact. We specialise in helping time poor young professionals and new families who understand the importance of laying down solid foundations early in life so they can take full advantage of their hard work later in life. We offer a complete wealth creation service you would expect from a financial planning practice, plus a range of additional services and packages you may not. We don’t just like what we do we LOVE IT, we take pride in our work and we have fun while we do it. We may not take ourselves too seriously but our promise and commitment to all clients is we will always place their best interest first. Limetree Wealth Management Pty Ltd Address: 199 Magill Road, Maylands, South Australia 5069 Phone: (08) 8362 2833 Email: info@limetreewm.com.au Website: www.limetreewm.com.au Brad McDonald, Hamish Edwards, Limetree Wealth Management Pty Ltd ABN: 32 164 613 790 are authorised representatives of Financial Services Partners Pty Ltd ABN: 15 089 512 587 AFSL: 237590 is an Australian Financial Services Licensee and has its registered office at Level 23, 242 Pitt Street, Sydney NSW 2000.

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Country

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Employees

1-10

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Founded

2013

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Estimated Revenue

$1 to $1,000,000

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Potential Decision Makers

  • Financial Adviser

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

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

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