Centric Wealth

Financial Services - Sydney, New South Wales, AU

Centric Wealth Senior Management
Erwin Vanheerewaarden

Product Owner Vergunningen, Toezicht en Handhaving

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Oscar M.

COO & Senior Wealth Advisor

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Tim Marshall

Founder/ Wealth Adviser & Authorised Representative

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Centric Wealth Details

Website https://www.centricwealth.com.au/ Employees 11-50 employees View all Centric Wealth employees Founded 2002

Centric Wealth logo, Centric Wealth contact details
Employees: 1001
HQ: +61 7 3230 6555
Location: Sydney, New South Wales, AU
Revenue: $80.9 million
Superannuation Managed Funds Investor Directed Portfolio Services
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Centric Wealth is a financial services company located in Dawes Point, Australia. They offer a range of financial solutions, including wealth management, financial planning, corporate benefits, risk insurance, general insurance, lending services, estate planning, superannuation, and investment solutions. As part of Findex, Centric Wealth has a team of experienced professionals, including Oscar M., Jon Pillermer, Chirag Suchde, Matt McIver, and Tim Marshall, who are dedicated to helping their clients achieve their financial goals. With a revenue of $5-10 million and a team of 250-499 employees, Centric Wealth is a well-established player in the financial services industry. Their website, centricwealth.com.au, provides more information on their services and how they can help you achieve your financial objectives. You can also find them on LinkedIn, where they regularly share updates and insights on the latest financial trends and strategies. Whether you're an individual or a business, Centric Wealth has the expertise and resources to help you achieve your financial aspirations.

Sure, I'd be happy to help! Here's a rewritten version of the text in simpler language: "Findex is a company that provides financial advice and services to its clients. Within Findex, there is a team called Centric that focuses on helping clients with their superannuation and retirement planning needs. Centric is a part of Findex, and its main goal is to ensure that clients have a secure financial future." I hope this helps! Let me know if you have any further questions or if there's anything else I can assist you with.

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