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EXCEL WEALTH Logo
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 (9 years)

Address:

7 CHANNON ST; GYMPIE, QUEENSLAND 4570, AU


The largest company and people database for SEA & ANZ

Employees by Department

  • The Rest (3)
  • Total (3)

Key Decision Makers

Jo Beasley
Paraplanner
Kate Mckeiver
Paraplanner
Haley Jones
Associate Advisor
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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