AssetZ Wealth

Finance · Australia · 1-10 Employees

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Overview

Headquarters

8-33 Tallebudgera Creek Rd West, Burleig...

Revenue

$5.2 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About AssetZ Wealth

AssetZ Wealth is a financial planning firm based in West Burleigh that offers a range of services including superannuation advice, wealth protection, retirement planning, and self-managed superannuation. Their target clients include individuals at various life stages, from those starting their financial journey to retirees looking to manage their wealth effectively. The company emphasizes personalized service, ongoing support, and a holistic approach to financial planning. Their team of qualified financial advisers aims to help clients achieve their financial goals through tailored strategies and solutions.Explore more
AssetZ Wealth's Social MediaPopular SearchesAssetZ WealthSIC Code 62,628NAICS Code 52,523Show more

AssetZ Wealth Org Chart

PhoneEmail
AL
Australia flag for contact location.

Manager, Administration

PhoneEmail
KB
Australia flag for contact location.

Manager, Client Services

PhoneEmail
KB
Australia flag for contact location.

Manager, Client Services

PhoneEmail

PhoneEmail
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NV
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Administrative Assistant

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

AssetZ Wealth

$5.2M
1-10
Private
-
-
AL
Amanda LongManager, Administration
<$5M
11-50
Private
-
-
JM
Jill McDougallClient Services Officer
<$5M
11-50
Private
-
-
RA
Richard AppleyardManaging Director
<$5M
1-10
Private
-
2013
LG
Lisa GrayAdministration Assistant
<$5M
1-10
Private
-
1994
AG
Aaron GerschSenior Paraplanner
<$5M
1-10
Private
-
2010
AF
Anona FitzgeraldSenior Financial Advisor
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

AssetZ Wealth is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

AssetZ Wealth is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about AssetZ Wealth.

AssetZ Wealth Tech Stack

A closer look at the technologies used by AssetZ Wealth

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Frequently Asked Questions Regarding AssetZ Wealth

What is AssetZ Wealth's official website?
AssetZ Wealth's official website is www.assetzwealth.com.au
What is AssetZ Wealth's Revenue?
AssetZ Wealth's revenue is $5.2 Million
What is AssetZ Wealth's SIC code?
AssetZ Wealth's SIC: 62,628
What is AssetZ Wealth's NAICS code?
AssetZ Wealth's NAICS: 52,523
How many employees does AssetZ Wealth have?
AssetZ Wealth has 1-10 employees
What industry does AssetZ Wealth belong to?
AssetZ Wealth is in the industry of: Finance, Securities Trading
What is AssetZ Wealth competition?
AssetZ Wealth top competitors include: Future Wealth Group, BAM Financial Planning, Surveyor Financial Services, Tend Financial Planning
What technology does AssetZ Wealth use?
Some of the popular technologies that AssetZ Wealth uses are: WordPress.org, PHP, Google Font API, Microsoft 365
What does AssetZ Wealth do?

AssetZ Wealth is a financial planning firm based in West Burleigh that offers a range of services including superannuation advice, wealth protection, retirement planning, and self-managed superannuation. Their target clients include individuals at various life stages, from those starting their financial journey to retirees looking to manage their w... ealth effectively. The company emphasizes personalized service, ongoing support, and a holistic approach to financial planning. Their team of qualified financial advisers aims to help clients achieve their financial goals through tailored strategies and solutions.Read More

What are AssetZ Wealth social media links?
AssetZ Wealth Linkedin page AssetZ Wealth Facebook page
Is AssetZ Wealth a public company?
AssetZ Wealth is private company therefore does not currently have an official ticker symbol
See more information about AssetZ Wealth

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