Cloudbreak Wealth

Finance · Australia · 1-10 Employees

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Overview

Headquarters

3-125 Terralong St, Kiama, New South Wal...

Phone Number

+61 242639084

Revenue

<$5 Million

Industry

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

Cloudbreak Wealth is a boutique financial advisory firm based in Kiama, specializing in personalized financial planning, wealth creation, investing, and retirement planning. The firm focuses on delivering exceptional results by understanding each client's unique financial situation and applying tailored solutions. Their services include share trading, portfolio management, and comprehensive investment strategies. Cloudbreak Wealth aims to make financial planning enjoyable and rewarding for clients at all stages of life.Explore more
Cloudbreak Wealth's Social MediaPopular SearchesCloudbreak Wealth Pty LtdCloudbreak WealthCloudbreakCloudbreakWealthSIC Code 62,628NAICS Code 52,523Show more

Cloudbreak Wealth Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Cloudbreak Wealth

<$5M
1-10
Private
-
2018
SH
Sarah HouriganOffice Manager
$7.5M
11-50
Private
-
1996
AI
Adrian IlioskiSecurities Trading Back Office Associate
<$5M
11-50
Private
-
-
SR
Saachi RajpalAdministrative Assistant
<$5M
11-50
Private
-
2010
JD
Jenny DunnGroup Financial Controller
<$5M
11-50
Private
-
1968
ND
Nicole DunnFinancial Controller
<$5M
11-50
Private
-
1991
IS
Ian SimmondsInstitutional Sales Head
<$5M
1-10
Private
-
2013
AP
Alastair PriceDirector and Principal
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Cloudbreak Wealth Tech Stack

Top Finance Companies

Frequently Asked Questions Regarding Cloudbreak Wealth

What is Cloudbreak Wealth's official website?
Cloudbreak Wealth's official website is www.cloudbreakwealth.com.au
What is Cloudbreak Wealth's Revenue?
Cloudbreak Wealth's revenue is <$5 Million
What is Cloudbreak Wealth's SIC code?
Cloudbreak Wealth's SIC: 62,628
What is Cloudbreak Wealth's NAICS code?
Cloudbreak Wealth's NAICS: 52,523
How many employees does Cloudbreak Wealth have?
Cloudbreak Wealth has 1-10 employees
What industry does Cloudbreak Wealth belong to?
Cloudbreak Wealth is in the industry of: Finance, Securities Trading
What is Cloudbreak Wealth competition?
Cloudbreak Wealth top competitors include: Chimaera Financial Group, Carnbrea, Hamilton Wealth Partners, Orion Private Wealth Management
What technology does Cloudbreak Wealth use?
Some of the popular technologies that Cloudbreak Wealth uses are: Google Cloud Web Serving, Google Cloud Platform, Microsoft 365, Microsoft Exchange Online
How do I contact Cloudbreak Wealth?
Cloudbreak Wealth contact info: Phone number: +61 242639084 Website: www.cloudbreakwealth.com.au
What does Cloudbreak Wealth do?

Cloudbreak Wealth is a boutique financial advisory firm based in Kiama, specializing in personalized financial planning, wealth creation, investing, and retirement planning. The firm focuses on delivering exceptional results by understanding each client's unique financial situation and applying tailored solutions. Their services include share tradi... ng, portfolio management, and comprehensive investment strategies. Cloudbreak Wealth aims to make financial planning enjoyable and rewarding for clients at all stages of life.Read More

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

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