Conlan Wealth

Finance · Australia · 1-10 Employees

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Overview

Headquarters

6 Wharf Street East L 1, Queenscliff, Vi...

Phone Number

+61 352345045

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
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Apr
May
ZI Rank
1
1
1
1
1
1

About Conlan Wealth

Conlan Wealth is a financial planning firm based in Queenscliff, specializing in tailored services such as investments, retirement planning, self-managed super funds, and insurance. With over 30 years of industry experience, they focus on wealth accumulation and optimizing clients' financial situations. Their intended clients include individuals seeking personalized financial advice and strategies to enhance their financial security. Conlan Wealth is recognized for its expertise in navigating complex investment markets and maximizing retirement income.Explore more
Conlan Wealth's Social MediaPopular SearchesConlan WealthConlan Wealth Management Pty LtdSIC Code 62,628NAICS Code 52,523Show more

Conlan Wealth Org Chart

PhoneEmail
SW
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Conlan Wealth

<$5M
1-10
Private
-
-
SW
Sheree WatsonExecutive Assistant
<$5M
11-50
Private
-
2015
DB
Damien BasileDirector and Financial Planner
<$5M
11-50
Private
-
2012
DM
Dino MirascijaClient Relationship Manager
<$5M
1-10
Private
-
2008
BT
Ben TorresFinancial Associate & Planner
<$5M
1-10
Private
-
-
JM
Joanna McCreeryFinancial Advisor
<$5M
1-10
Private
-
2012
N/A
<$5M
1-10
Private
-
1985
TH
Taylah HazelagerPractice Manager
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Conlan Wealth Tech Stack

A closer look at the technologies used by Conlan Wealth

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Frequently Asked Questions Regarding Conlan Wealth

What is Conlan Wealth's official website?
Conlan Wealth's official website is www.conlanwealth.com.au
What is Conlan Wealth's Revenue?
Conlan Wealth's revenue is <$5 Million
What is Conlan Wealth's SIC code?
Conlan Wealth's SIC: 62,628
What is Conlan Wealth's NAICS code?
Conlan Wealth's NAICS: 52,523
How many employees does Conlan Wealth have?
Conlan Wealth has 1-10 employees
What industry does Conlan Wealth belong to?
Conlan Wealth is in the industry of: Finance, Securities Trading
What is Conlan Wealth competition?
Conlan Wealth top competitors include: SGA Private Wealth Management, Private Wealth Partners Group, Bastion Wealth, Majella Wealth Advisers
What technology does Conlan Wealth use?
Some of the popular technologies that Conlan Wealth uses are: Eploy, Engage ATS, Empetus, Voracio
How do I contact Conlan Wealth?
Conlan Wealth contact info: Phone number: +61 352345045 Website: www.conlanwealth.com.au
What does Conlan Wealth do?

Conlan Wealth is a financial planning firm based in Queenscliff, specializing in tailored services such as investments, retirement planning, self-managed super funds, and insurance. With over 30 years of industry experience, they focus on wealth accumulation and optimizing clients' financial situations. Their intended clients include individuals se... eking personalized financial advice and strategies to enhance their financial security. Conlan Wealth is recognized for its expertise in navigating complex investment markets and maximizing retirement income.Read More

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

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