Cooee Wealth Partners

Finance · Australia · 11-50 Employees

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Overview

Headquarters

120 Sussex St L 9 Ste 1, Sydney, New Sou...

Phone Number

+61 291252088

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
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Jun
ZI Rank
1
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About Cooee Wealth Partners

Cooee Wealth Partners specializes in total wealth management, offering services such as tax strategies, super optimization, wealth creation, and retirement solutions. They aim to help families and individuals achieve their financial goals with a high degree of certainty, boasting over 500 families assisted and $185 million in funds under management. The company emphasizes personalized financial advice, transparency, and a tailored approach to each client's unique situation. Their team of experienced wealth partners is dedicated to providing specialized strategies that maximize wealth and ensure clients can enjoy their desired lifestyle.Explore more
Cooee Wealth Partners's Social MediaPopular SearchesCooee Wealth PartnersCooeeSIC Code 62,628NAICS Code 52,523Show more

Cooee Wealth Partners Org Chart

DW
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Chief Executive Officer

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DW
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Manager, Finance

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JC
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Wealth Partner

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NT
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Wealth Partner

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BD
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Wealth Partner

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LL
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Finance Assistant

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AB
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Financial Planning Assistant

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Cooee Wealth Partners

<$5M
11-50
Private
-
2016
$5.1M
1-10
Private
-
2016
N/A
<$5M
11-50
Private
-
2016
AA
Asad AhmadCorporate Authorised Representative
<$5M
11-50
Private
-
2003
MM
Melissa MorganDirector and Partner - Maddern Accountants Pty Ltd
<$5M
1-10
Private
-
-
KM
Karen McMackinClient Service Manager
<$5M
1-10
Private
-
2008
N/A
<$5M
1-10
Private
-
2012
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Cooee Wealth Partners Tech Stack

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Frequently Asked Questions Regarding Cooee Wealth Partners

What is Cooee Wealth Partners's official website?
Cooee Wealth Partners's official website is www.cooeewealth.com.au
What is Cooee Wealth Partners's Revenue?
Cooee Wealth Partners's revenue is <$5 Million
What is Cooee Wealth Partners's SIC code?
Cooee Wealth Partners's SIC: 62,628
What is Cooee Wealth Partners's NAICS code?
Cooee Wealth Partners's NAICS: 52,523
How many employees does Cooee Wealth Partners have?
Cooee Wealth Partners has 11-50 employees
What industry does Cooee Wealth Partners belong to?
Cooee Wealth Partners is in the industry of: Finance, Securities Trading
What is Cooee Wealth Partners competition?
Cooee Wealth Partners top competitors include: Chris Humphrey Private Wealth Management, ClearStone Wealth, Sterling Advice, Concurrence Financial Planning
What technology does Cooee Wealth Partners use?
Some of the popular technologies that Cooee Wealth Partners uses are: Cloudflare Website Optimization, HostPapa, Cloudflare CDN, Microsoft 365
How do I contact Cooee Wealth Partners?
Cooee Wealth Partners contact info: Phone number: +61 291252088 Website: www.cooeewealth.com.au
What does Cooee Wealth Partners do?

Cooee Wealth Partners specializes in total wealth management, offering services such as tax strategies, super optimization, wealth creation, and retirement solutions. They aim to help families and individuals achieve their financial goals with a high degree of certainty, boasting over 500 families assisted and $185 million in funds under management... . The company emphasizes personalized financial advice, transparency, and a tailored approach to each client's unique situation. Their team of experienced wealth partners is dedicated to providing specialized strategies that maximize wealth and ensure clients can enjoy their desired lifestyle.Read More

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

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