Crystal Wealth Partners

Finance · Australia · 11-50 Employees

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Overview

Headquarters

6 O'connell St L 7, Sydney, New South Wa...

Phone Number

+61 285991790

Revenue

$17.5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Crystal Wealth Partners

Crystal Wealth Partners is a financial advisory firm specializing in wealth management, superannuation, tax structures, and retirement planning. They offer personalized financial services, including portfolio management and responsible investment strategies, to clients at all life stages. With over 80 years of collective expertise, their team is committed to building effective working relationships and helping clients achieve their financial goals. The firm emphasizes bespoke and transparent advice, ensuring that their solutions align with clients' financial objectives and sustainable lifestyles.Explore more
Crystal Wealth Partners's Social MediaPopular SearchesCrystal Wealth Partners LtdCrystal Wealth PartnersSIC Code 62,628NAICS Code 52,523Show more

Crystal Wealth Partners Org Chart

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MF
Australia flag for contact location.

Advice & Investments Head

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TM
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Head of Client Services

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MD
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Head of Business Operations

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JM
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Executive Director

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Ld
Australia flag for contact location.

Manager, Advice & Investment

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LF
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Manager, Advice & Investment

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Crystal Wealth Partners

$17.5M
11-50
Private
-
2011
MF
Melissa FowlerAdvice & Investments Head
$6.6M
11-50
Private
-
2010
SW
Sky WalkerChief Investment Officer
<$5M
11-50
Private
-
1999
RF
Racquel FraserManager, Administration
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
KM
Karen McMackinClient Service Manager
<$5M
1-10
Private
-
2008
BT
Ben TorresFinancial Associate & Planner
<$5M
1-10
Private
-
2013
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Crystal Wealth Partners Tech Stack

A closer look at the technologies used by Crystal Wealth Partners

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Frequently Asked Questions Regarding Crystal Wealth Partners

What is Crystal Wealth Partners's official website?
Crystal Wealth Partners's official website is www.crystalwealth.com.au
What is Crystal Wealth Partners's Revenue?
Crystal Wealth Partners's revenue is $17.5 Million
What is Crystal Wealth Partners's SIC code?
Crystal Wealth Partners's SIC: 62,628
What is Crystal Wealth Partners's NAICS code?
Crystal Wealth Partners's NAICS: 52,523
How many employees does Crystal Wealth Partners have?
Crystal Wealth Partners has 11-50 employees
What industry does Crystal Wealth Partners belong to?
Crystal Wealth Partners is in the industry of: Finance, Securities Trading
What is Crystal Wealth Partners competition?
Crystal Wealth Partners top competitors include: Super Focus, Alder and Partners, Chris Humphrey Private Wealth Management, Financial Professionals
What technology does Crystal Wealth Partners use?
Some of the popular technologies that Crystal Wealth Partners uses are: WordPress.org, reCAPTCHA, PHP, Cloudflare Website Optimization
How do I contact Crystal Wealth Partners?
Crystal Wealth Partners contact info: Phone number: +61 285991790 Website: www.crystalwealth.com.au
What does Crystal Wealth Partners do?

Crystal Wealth Partners is a financial advisory firm specializing in wealth management, superannuation, tax structures, and retirement planning. They offer personalized financial services, including portfolio management and responsible investment strategies, to clients at all life stages. With over 80 years of collective expertise, their team is co... mmitted to building effective working relationships and helping clients achieve their financial goals. The firm emphasizes bespoke and transparent advice, ensuring that their solutions align with clients' financial objectives and sustainable lifestyles.Read More

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

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