Name: SGA Private Wealth Management
Address: Suite 2, 15 Yarra St, Geelong, VIC, 3220, AU
Telephone: 0352221874

SGA Private Wealth Management

Suite 2, 15 Yarra St, Geelong 3220 VIC
03 5222 1874
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Engage & Grow with SGA
State: Victoria
Region: Geelong City
Suburb: Geelong
Postcode: 3220
Business Type: Investing

Profile: SGA Private Wealth Management is a Investing company located at Geelong, Victoria Australia, address is Suite 2, 15 Yarra St, Geelong 3220 VIC, postcode is 3220, you can contact SGA Private Wealth Management by phone 03 5222 1874
Description:
Financial Planners Geelong SGA Private Wealth Management has evolved from Stephen Gray & Associates, which was established by Stephen Gray in Geelong in1985. Weve been engaging and growing with our loyal clientele across Geelong and Australia-wide for close to thirty years. Our business hallmarks of exceptional service, open client relationships and informed strategic advice have stayed steadfast since day one. They underpin our Mission, Vision and Values. Today, our specialist team of qualified investment advisors continues under Stephens leadership, providing contemporary and up-to-date guidance customised to fit your individual life stage and circumstances. We work in an ever-changing industry and a financial environment that is constantly in flux. We respond with ongoing education and training that allows us to update our knowledge base constantly so we can keep helping you achieve your financial goals. We seek out new insights and skills through a structured professional development program. Our Self Managed Superannuation Fund specialists are accredited by SPAA (Self Managed Super Fund Professionals Association of Australia) and we are an authorised representative of the Magnitude Group. Our strategic partnerships with accountants, mortgage brokers and other wealth creation professionals broadens our level of expertise. Whatever your goals and ambitions, SGA Private Wealth Management is committed to helping people just like you better manage money matters and achieve financial confidence. We help you engage and grow. Take control of your wealth today. Call us to discover how you can Engage & Grow with SGA.
Opening Hours:
Mon 9:00 am - 5:30 pm
Tue 9:00 am - 5:30 pm
Wed 9:00 am - 5:30 pm
Thu 9:00 am - 5:30 pm
Fri 9:00 am - 5:00 pm
Sat Closed
Sun Closed
Services:
Investing
Service Options
Retirement PlanningFund ManagementRolloversPortfolio ManagementInvestment TrustsAsset ManagementShares