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Daisy Magor
Chief Operating Officer at Everest Wealth
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Work Experience
Oct 2021 - Present · 3 years and 2 months
Chief Operating Officer
Nov 2023 - Present · 1 years and 1 months
Financial Advisor
Nov 2022 - Present · 2 years and 1 months
Practice Manager
Oct 2021 - Nov 2023 · 2 years and 1 months
Company Details
11-50 Employees
At our core, Everest Wealth is a Financial Life Management Company with a strong desire to help our clients live richly (not die rich). We focus on what drives you, your values and how we can relate this into your financial life, without taking any unnecessary risks. We are based in Western Australia, however have clients all over Australia due to our great connections with the My Millenial Money & She's on the Money podcast teams. Our passion is assisting millenials & medicos to go further with their money. Visit our website where you can book an initial 15 minute phone call with one of our Advisers to take the first step in your financial journey! We specialise in: - Investments - Superannuation - Insurance - Estate Planning - Cashflow and Budgeting
Year Founded
2018
Social Media
Linkedin
Industry
Financial Services
HQ Location
125 Cambridge St West Leederville, Western Australia 6007, AU
Keywords
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