Columbus Wealth Advisory

Finance · Australia · 1-10 Employees

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Overview

Headquarters

114 Auburn Rd, Hawthorn, Victoria, 3122,...

Phone Number

+61 399359202

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
1
1
1

About Columbus Wealth Advisory

Columbus Wealth Advisory is a financial advisory firm based in Melbourne that offers personalized financial planning services to help Australians make informed money decisions aligned with their values. The firm specializes in strategic planning, investment management, retirement planning, and estate management, focusing on minimizing liabilities and maximizing savings for individuals and families. With over 20 years of experience, the dedicated advisors create tailored strategies that adapt to clients' unique financial circumstances and long-term goals. Since its establishment in 2017, Columbus Wealth Advisory has built a reputation for trust and results, driven by client referrals and long-term partnerships.Explore more
Columbus Wealth Advisory's Social MediaPopular SearchesColumbus Wealth AdvisorySIC Code 62,628NAICS Code 52,523Show more

Columbus Wealth Advisory Org Chart

PhoneEmail
CS
Australia flag for contact location.

Director, Marketing & Customer Experience

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Columbus Wealth Advisory

<$5M
1-10
Private
-
2019
CS
Cindy SchultzDirector, Marketing & Customer Experience
<$5M
1-10
Private
-
-
LJ
Louella JorgePrincipal Adviser
<$5M
1-10
Private
-
2020
N/A
<$5M
1-10
Private
-
2002
PS
Pedram SalamiDirector and Financial Adviser
<$5M
1-10
Private
-
1995
JS
Joe StephanDirector, Senior Financial Advisor
<$5M
1-10
Private
-
2019
BT
Brendan TrapnellDirector, Financial Services & Professional
<$5M
1-10
Private
-
2017
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Columbus Wealth Advisory Tech Stack

A closer look at the technologies used by Columbus Wealth Advisory

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Frequently Asked Questions Regarding Columbus Wealth Advisory

What is Columbus Wealth Advisory's official website?
Columbus Wealth Advisory's official website is www.columbuswealth.com.au
What is Columbus Wealth Advisory's Revenue?
Columbus Wealth Advisory's revenue is <$5 Million
What is Columbus Wealth Advisory's SIC code?
Columbus Wealth Advisory's SIC: 62,628
What is Columbus Wealth Advisory's NAICS code?
Columbus Wealth Advisory's NAICS: 52,523
How many employees does Columbus Wealth Advisory have?
Columbus Wealth Advisory has 1-10 employees
What industry does Columbus Wealth Advisory belong to?
Columbus Wealth Advisory is in the industry of: Finance, Securities Trading
What is Columbus Wealth Advisory competition?
Columbus Wealth Advisory top competitors include: Stephan Independent Advisory, Profectus Financial Partners, Discovery Wealth Advisers, Oak Advisory
What technology does Columbus Wealth Advisory use?
Some of the popular technologies that Columbus Wealth Advisory uses are: Google Cloud Web Serving, Google Cloud Platform, Google Tag Manager, Amazon Web Hosting
How do I contact Columbus Wealth Advisory?
Columbus Wealth Advisory contact info: Phone number: +61 399359202 Website: www.columbuswealth.com.au
What does Columbus Wealth Advisory do?

Columbus Wealth Advisory is a financial advisory firm based in Melbourne that offers personalized financial planning services to help Australians make informed money decisions aligned with their values. The firm specializes in strategic planning, investment management, retirement planning, and estate management, focusing on minimizing liabilities a... nd maximizing savings for individuals and families. With over 20 years of experience, the dedicated advisors create tailored strategies that adapt to clients' unique financial circumstances and long-term goals. Since its establishment in 2017, Columbus Wealth Advisory has built a reputation for trust and results, driven by client referrals and long-term partnerships.Read More

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

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