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List Of All wealth management company Leads in Geelong

25 wealth management company in Geelong are covered on this page, listed with their contact details and customer ratings. Ratings run as high as 5.0★ (held by Geelong Financial Group), with an average of roughly 4.9★ across all listings. The list was last updated on 10/7/2026 - browse below for full contact details and a link to each business.

25 results · last updated 10/7/2026

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CompanyAddressRatingPhoneEmailWebsiteSocial
Geelong Financial GroupMortgage broker
259 Latrobe Terrace, Geelong VIC 3220, AustraliaView on Google Maps
5.0(390)
+6*****9**48View in Leads Searchin**@g***************.com.auView in Leads Searchwww.geelongfinancial.com.au/
LinkedInInstagramFacebook
Burke Britton Financial PartnersFinancial Advisor
1/240 Pakington St, Geelong West VIC 3218, AustraliaView on Google Maps
5.0(148)
+6******7700View in Leads Searchpo*********@b***.com.auView in Leads Searchwww.bbfp.com.au/
LinkedInInstagramFacebookX (Twitter)
Community Chapman WelshFinancial Advisor
80 Pakington St, Geelong West VIC 3218, AustraliaView on Google Maps
5.0(102)
+6**8***9*39View in Leads Searchcc**@c**********.com.auView in Leads Searchwww.ccwadvisory.com.au/
InstagramFacebook
Index Wealth - GeelongFinancial planner
Level 4/60 Moorabool St, Geelong VIC 3220, AustraliaView on Google Maps
5.0(77)
-he***@i**********.com.auView in Leads Searchwww.indexwealth.com.au/
Facebook
Apex Advice - Financial Adviser GeelongFinancial planner
Unit 3/131 Shannon Ave, Manifold Heights VIC 3218, AustraliaView on Google Maps
5.0(77)
+6********85View in Leads Search-www.apexadvice.com.au/-
MAC FinancialFinancial planner
2/343 Pakington St, Newtown VIC 3220, AustraliaView on Google Maps
5.0(65)
+6******6*57View in Leads Searchja***@m*****************.com.auView in Leads Searchwww.macfinancialadvice.com.au/
LinkedInInstagramFacebook
Muirfield Financial Services GeelongFinancial planner
3/400 Pakington St, Newtown VIC 3220, AustraliaView on Google Maps
5.0(42)
+6*******700View in Leads Search-www.muirfieldfs.com.au/-
Super FocusFinancial Advisor
Level 1/35 Gordon Ave, Geelong West VIC 3218, AustraliaView on Google Maps
5.0(18)
+6*****96882View in Leads Searchof****@s*********.com.auView in Leads Searchwww.superfocus.com.au/
LinkedInInstagramFacebook
Momentum Financial GroupAccountant
57 Gheringhap St, Geelong VIC 3220, AustraliaView on Google Maps
5.0(16)
+6******6688View in Leads Search-momentumfg.com.au/-
GL Financial PlanningFinancial planner
97 Yarra St, Geelong VIC 3220, AustraliaView on Google Maps
5.0(14)
+6********55View in Leads Searchad***@g***.com.auView in Leads Searchwww.glfp.com.au/-
Geelong Wealth Advisers - Financial Adviser in GeelongFinancial Advisor
Shop, 3 Ground Floor 23/31 Gheringhap St, Geelong VIC 3220, AustraliaView on Google Maps
5.0(6)
+6***8**8*08View in Leads Searchad***@g************.com.auView in Leads Searchgeelongwealth.com.au/
LinkedInFacebook
CT Management GroupBusiness management consultant
100 Fyans St, South Geelong VIC 3220, AustraliaView on Google Maps
5.0(4)
+6*%******%*****%**932View in Leads Searchin**@c****.com.auView in Leads Searchwww.ctman.com.au/
LinkedInInstagramFacebookX (Twitter)
RPS Advisory GroupFinancial planner
5 Clare St, Geelong VIC 3220, AustraliaView on Google Maps
5.0(4)
-an****@r***************.com.auView in Leads Searchwww.rpsadvisorygroup.com.au/
FacebookX (Twitter)
Wealth Planning SolutionsFinancial Advisor
13 Mercer St, Geelong VIC 3220, AustraliaView on Google Maps
5.0(1)
+6******9600View in Leads Searchkr****@w*******.com.auView in Leads Searchwww.wealthps.com.au/
LinkedInFacebookX (Twitter)
EJM AdviceFinancial planner
Shop 5/65 Brougham St, Geelong VIC 3220, AustraliaView on Google Maps
4.9(142)
+6*******900View in Leads Search-www.ejmadvice.com.au/-
LBW Business + Wealth AdvisorsAccounting firm
35/37 Gordon Ave, Geelong West VIC 3218, AustraliaView on Google Maps
4.9(48)
+6******6*11View in Leads Search-lbwca.com.au/
LinkedInInstagramFacebook
Income Solutions Financial PlanningFinancial planner
153 Mercer St, Geelong VIC 3220, AustraliaView on Google Maps
4.9(31)
+6*****9**77View in Leads Searchco*******@i**************.com.auView in Leads Searchwww.incomesolutions.com.au/
LinkedInInstagramFacebook
Miller Wealth Group Pty Ltd
millerwealthgroup.com.auView on Google Maps
4.8(30)
--millerwealthgroup.com.au/-
Apt Wealth Partners GeelongFinancial Advisor
6-24 Moorabool St, Geelong VIC 3220, AustraliaView on Google Maps
4.8(5)
+6******7*57View in Leads Search-aptwealth.com.au/?utm_source=google&utm_medium=organic&utm_campaign=gmb_geelong-
Garden Wealth GroupFinancial Advisor
107 Garden St, East Geelong VIC 3219, AustraliaView on Google Maps
4.7(12)
+6*****9*966View in Leads Searchad***@g***********.com.auView in Leads Searchwww.gardenwealth.com.au/-
Barwon Financial PlanningFinancial planner
Level 2/191 Malop St, Geelong VIC 3220, AustraliaView on Google Maps
4.3(6)
+6*******895View in Leads Searchma**@b**********************.com.auView in Leads Searchwww.barwonfinancialplanning.com.au/
LinkedInFacebook
Morgans Financial Limited - GeelongFinancial planner
Level 1/229 Ryrie St, Geelong VIC 3220, AustraliaView on Google Maps
-+6********28View in Leads Searchbr******@m******.com.auView in Leads Searchmorgans.com.au/branch/geelong?utm_source=GMB&utm_medium=website
LinkedInInstagramFacebookX (Twitter)YouTube
Costa Family OfficeInvestment company
174 Moorabool St, Geelong VIC 3220, AustraliaView on Google Maps
-+6****9*8*00View in Leads Search-www.costafamilyoffice.com.au/-
SGA Private Wealth ManagementFinancial Advisor
201 Melbourne Rd, Rippleside VIC 3215, AustraliaView on Google Maps
-+6********55View in Leads Search-sgaprivatewealth.com.au/
LinkedInX (Twitter)
Shadforth Financial Group LimitedFinancial Advisor
Ground Floor/100 Brougham St, Geelong VIC 3220, AustraliaView on Google Maps
-+6******7*44View in Leads Search-www.sfg.com.au/-

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