Integrated Wealth Solutions (NSW)

Financial Services • Australia • 1-10 Employees

Company overview

Headquarters	Australia
Website	integratedwealthsolutions.net.au
NAICS	52
Keywords	Compliance, Administrative Support, Paraplanning, Asic Documentation Support, Proven Procedures
Employees	1-10

Key Contact at Integrated Wealth Solutions (NSW)

Gary Chapman

Managing Director

About Integrated Wealth Solutions (NSW)

Time is the only resource that is both infinite and limited. Time doing the things you are passionate about is time well spent. Time well spent often translates into positive growth. Famously, time is also money. Our team at Integrated Wealth Solutions is dedicated to ensuring that the investment of your time into your business is as effective as possible. We are here to help you to devote your time to your clients by taking on your administrative burdens. Integrated Wealth Solutions is a collective of passionate, driven individuals who pride themselves in the delivery of exceptional customer service to the Financial Services Industry. Our team of professionals provide back-end administrative support to Financial Planners all over NSW. Our stellar compliance history and proven processes have been demonstrated to have a positive effect on our business clients. We aim to reduce your stress levels, take on your administrative burdens and help you to grow your business so that you can allocate more of your time to the things you are most passionate about.

Integrated Wealth Solutions (NSW) revenue & valuation

Annual revenue	$85,555
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$273,776
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Employees by Department

Integrated Wealth Solutions (NSW) has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Integrated Wealth Solutions (NSW) has never raised funding before.

Frequently asked questions

Integrated Wealth Solutions (NSW) is located in AU.

Integrated Wealth Solutions (NSW) has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Integrated Wealth Solutions (NSW)

Gary Chapman

Managing Director

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