Altitude Wealth Management

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Altitude Wealth Management Altitude Wealth Management is a financial planning business located in Townsville. Ltd. (ACN 618 850 347)

Our advisers start with the end in mind.

Dennis Di Bartolo, Mark Tyrell and Altitude Wealth Management are Authorised Representatives and Credit Representatives of Altitude Wealth Management Pty Ltd AFSL 516 376

Altitude Wealth Management services the financial planning needs of clients across North Queensland. Altitude Wealth Management is the trading name of Altitude Wealth Management Pty. We work with our clients to establish where they are, and then help them plan the path to where they want to be. We believe that enlightened financial advice is best achieved by working in partnership with our clients to:

• develop a deep understanding of our client's current situation, their goals and their aspirations,

• devise strong, personalised strategies designed to achieve these goals, and

• choose the suitable investment and insurance solutions to bring these strategies to life. Establishing and maintaining a strong ongoing relationship allows us to work with our clients as their circumstances change and ensure that they remain on track to achieving their financial milestones. We understand the importance of good financial advice and utilise our skills and experience to ensure that we are market leaders of innovative investment strategies. We have the benefit of a collaborative approach towards our advice and regularly conduct peer reviews on client files, thus ensuring that we are providing the quality solutions for our clients.

13/01/2025

You will be the primary point of contact for clients, managing client inquiries, scheduling appointments, and maintaining accurate client records.

10/12/2024
31/07/2024

**We're Hiring! Join Our Team as a Part-Time Receptionist!**

Are you a friendly, organised, and a motivated individual looking to join a dynamic team? We want you! 🌟

**What You'll Do:**
📞 Greet and assist clients
📅 Manage appointments and schedules
💻 Handle phone calls and emails
🗂️ Maintain an organised and efficient workspace

**What We Offer:**
✨ Friendly and supportive work environment
📈 Opportunities for growth
💼 Competitive pay

**Requirements:**
✅ Excellent communication skills
✅ Proficient in basic computer applications
✅ Strong organisational skills
✅ Previous experience is a plus, but not required

If you or someone you know is interested, please send your resume to [email protected]

Join us and be part of something great! 💼✨

Helping you make the big decisions with confidence.
22/01/2024

Helping you make the big decisions with confidence.

With 50+ years experience in financial planning and wealth management, we specialise in retirement planning, investing, superannuation and insurance.

21/08/2023

We are proud to be the player sponsor for Mia Murray and the broader Saints Netball Club Townsville. 17 out of 20 sides into the finals this season. Good luck to all players over the comings weeks.

13/07/2023

Altitude Wealth Management is a financial planning business located in Townsville.

Address

11 Ross River Road, Mysterton
Townsville, QLD
4812

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 3pm

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