
Connolly Wealth Management Pty Ltd
- Investment & Wealth Management
- Bentleigh, VIC
Company Overview
Chris completes his Diploma of Financial Services and Connolly Wealth was born from aiming to build a more professional ongoing client focused services differentiating from your standard bank planners. Chris begins travelling Melbourne and presenting Financial Planning seminars and presentations to educate the community.Servicing Melbourne Chris begins travelling Melbourne and presenting Financial Planning seminars and presentations to educate the community. Chris hires and fully trains three paraplanners who are now successful in their own businesses.
Services & Expertise
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Service Focus
- Investment Advisory20%
- Retirement Planning20%
- Portfolio Management20%
- Asset Allocation20%
- Wealth Management20%
Service Area
VIC100%
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