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Specialist Wealth

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Specialist Wealth Group was established to provide holistic, quality financial planning, insurance and lending services with the highest standards of integrity for healthcare professionals. The team at Specialist Wealth Group have over 20 years experience in dealing directly to the Healthcare industry from single operators and employees through to multi national companies. We take great pride in our approach to provide support for our loyal customers through a range of financial services such as: - Wealth Management - Superannuation (including SMSF) - Accounting and Tax Advice - Financial Advice - Personal Lending (Home Loans) - Investment Lending - Commercial Lending (Business Purposes) - Motor Vehicle Finance - Equipment and Fitout Finance - Insurances - Wills and Estate Planning and so much more. Whether it be from our personalized customer-focused approach, to our unique product offerings available to the healthcare community you can rest assure you are being looked after by a team of seasoned professionals who care about you and your family. So give our friendly team a call today to book an obligation free discussion and assessment of your financial goals and needs. Phone 1300 008 002 or email admin@specialistwealth.com.au

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Specialist Wealth's headquarter address
Line 1: 69 christie st, ama house, ground floor, suite b, st. leonards, new south wales 2065, au
Line 2: 69 Christie St
Specialist Wealth's industries
financial services
Specialist Wealth's technology
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People working at Specialist Wealth
CR
Chris Richardson
National Lending Manager
St Leonards, New South Wales, Australia
RP
Russell P.
Director / Financial Planner
DH
David Hawkesworth
Financial Advisor
St Leonards, New South Wales, Australia
SS
Stephen Simpson
Senior Credit Analyst
St Leonards, New South Wales, Australia
JG
Jeff Gudgeon
Planner's Assistant
St Leonards, New South Wales, Australia
KF
Katharine Fasal
Financial Advisor
St Leonards, New South Wales, Australia
MT
Mary Thomas
Administrator
St Leonards, New South Wales, Australia
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