Belfast Wealth Management

Finance · Australia · 1-10 Employees

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Overview

Headquarters

22 Bank St Shop 3, Port Fairy, Victoria,...

Phone Number

+61 355682940

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Belfast Wealth Management

Belfast Wealth Management is a boutique financial planning business located in Port Fairy, offering services such as self-managed superannuation, managed investments, life and income insurance, and tailored investment portfolios. The company specializes in financial planning and mortgage broking, aiming to help clients achieve their financial dreams through personalized advice. Their services include investment portfolios, retirement planning, home loans, and debt consolidation. Belfast Wealth Management is dedicated to serving the local community and providing quality financial guidance.Explore more
Belfast Wealth Management's Social MediaPopular SearchesBelfast Wealth ManagementBelfast IncThe Cutter Pty LtdSIC Code 62,628NAICS Code 52,523Show more

Belfast Wealth Management Org Chart

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Managing Director

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Director and Financial Adviser

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Belfast Wealth Management

<$5M
1-10
Private
-
2016
BB
Brad BlainManaging Director
$7.2M
11-50
Private
-
-
CC
Cigi CiniHead Product Manager, Client Experience
<$5M
11-50
Private
-
-
EL
Eujoon LimFinancial Advisor
<$5M
1-10
Private
-
1991
<$5M
1-10
Private
-
1983
AA
Alaina AnderliniFinancial Advisor & Manager, Practice
<$5M
1-10
Private
-
2015
JB
John BarbagiannisDirector and Senior Advisor
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Belfast Wealth Management Tech Stack

A closer look at the technologies used by Belfast Wealth Management

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Frequently Asked Questions Regarding Belfast Wealth Management

What is Belfast Wealth Management's official website?
Belfast Wealth Management's official website is www.belfastwealth.com.au
What is Belfast Wealth Management's Revenue?
Belfast Wealth Management's revenue is <$5 Million
What is Belfast Wealth Management's SIC code?
Belfast Wealth Management's SIC: 62,628
What is Belfast Wealth Management's NAICS code?
Belfast Wealth Management's NAICS: 52,523
How many employees does Belfast Wealth Management have?
Belfast Wealth Management has 1-10 employees
What industry does Belfast Wealth Management belong to?
Belfast Wealth Management is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Belfast Wealth Management competition?
Belfast Wealth Management top competitors include: Laurium Private Wealth, Durand Financial Services, Freedom Planning, Australian Mortgage and Financial Advisers
What technology does Belfast Wealth Management use?
Some of the popular technologies that Belfast Wealth Management uses are: Squarespace Online Stores, Adobe Typekit, Microsoft 365, DigiCert
How do I contact Belfast Wealth Management?
Belfast Wealth Management contact info: Phone number: +61 355682940 Website: www.belfastwealth.com.au
What does Belfast Wealth Management do?

Belfast Wealth Management is a boutique financial planning business located in Port Fairy, offering services such as self-managed superannuation, managed investments, life and income insurance, and tailored investment portfolios. The company specializes in financial planning and mortgage broking, aiming to help clients achieve their financial dream... s through personalized advice. Their services include investment portfolios, retirement planning, home loans, and debt consolidation. Belfast Wealth Management is dedicated to serving the local community and providing quality financial guidance.Read More

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

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