Associates

Finance · Australia · 1-10 Employees

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Overview

Headquarters

115 Pitt St L 7, Sydney, New South Wales...

Phone Number

+61 294762200

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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1

About Associates

Wellings & Associates, operating as Wellinvest, specializes in providing comprehensive financial security services aimed at ensuring peace of mind for their clients. Their offerings include budgeting and debt management, savings and investment strategies, estate planning, and insurance solutions, all integrated into a personalized Financial Master Plan. Established in 1975, they are committed to helping clients achieve their financial goals through regular communication and tailored strategies. Their target clients are individuals seeking holistic financial planning and security.Explore more
Associates's Social MediaPopular SearchesAssociates Pty LtdSIC Code 62,628NAICS Code 52,523Show more

Associates Org Chart

PhoneEmail
JW
Australia flag for contact location.

Founder

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Associates

<$5M
1-10
Private
-
-
<$5M
1-10
Private
-
-
DR
Darren RoweManager, Client Service & Compliance
<$5M
1-10
Private
-
2013
DC
Dusan CikosPractice Manager
<$5M
1-10
Private
-
-
DB
Dustin BartholomewDirector, Financial & Advisor
<$5M
1-10
Private
-
2012
N/A
<$5M
1-10
Private
-
2015
MK
Maritza KrielDirector and Financial Adviser
<$5M
1-10
Private
-
2013
AK
Albert KurisFounder & Principal & Advisor
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Associates Tech Stack

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Frequently Asked Questions Regarding Associates

What is Associates's official website?
Associates's official website is www.wellinvest.com.au
What is Associates's Revenue?
Associates's revenue is <$5 Million
What is Associates's SIC code?
Associates's SIC: 62,628
What is Associates's NAICS code?
Associates's NAICS: 52,523
How many employees does Associates have?
Associates has 1-10 employees
What industry does Associates belong to?
Associates is in the industry of: Finance, Insurance, Securities Trading
What is Associates competition?
Associates top competitors include: Watzdorf Financial Planning, MBA Wealth Solutions, Pekada, MK Wealth Solutions
What technology does Associates use?
Some of the popular technologies that Associates uses are: Drupal, Cloudflare Website Optimization, Cloudflare CDN, Microsoft 365
How do I contact Associates?
Associates contact info: Phone number: +61 294762200 Website: www.wellinvest.com.au
What does Associates do?

Wellings & Associates, operating as Wellinvest, specializes in providing comprehensive financial security services aimed at ensuring peace of mind for their clients. Their offerings include budgeting and debt management, savings and investment strategies, estate planning, and insurance solutions, all integrated into a personalized Financial Master... Plan. Established in 1975, they are committed to helping clients achieve their financial goals through regular communication and tailored strategies. Their target clients are individuals seeking holistic financial planning and security.Read More

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

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