Element Wealth Solutions

Finance · Australia · 11-50 Employees

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Overview

Headquarters

200 Central Coast Hwy, Erina, New South ...

Phone Number

+61 243128119

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Dec
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May
ZI Rank
1
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1
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About Element Wealth Solutions

Element Wealth Solutions specializes in financial planning and consulting services, focusing on helping clients manage their finances effectively. With over 20 years of experience, they provide guidance in areas such as investment advice, retirement planning, insurance, and estate planning. Their target clients include individuals and families in the Central Coast region of New South Wales, aiming to achieve financial confidence and security throughout various life stages. The team, led by Principal Financial Adviser Tracy Dyer, is dedicated to supporting clients in reaching their financial goals and preparing for future uncertainties.Explore more
Element Wealth Solutions's Social MediaPopular SearchesElement Wealth SolutionsElement Wealth Solutions Pty LtdElementwealthsolutions ComSIC Code 62,628NAICS Code 52,523Show more

Element Wealth Solutions Org Chart

PhoneEmail
TD
Australia flag for contact location.

Director and Senior Financial Adviser

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Element Wealth Solutions

<$5M
11-50
Private
-
-
TD
Tracey DyerDirector and Senior Financial Adviser
$5.1M
1-10
Private
-
2016
N/A
<$5M
11-50
Private
-
1986
PR
Peter RodgersFounder & Investment Strategist
<$5M
1-10
Private
-
-
DR
Darren RoweManager, Client Service & Compliance
<$5M
1-10
Private
-
-
KM
Karen McMackinClient Service Manager
<$5M
1-10
Private
-
-
ZJ
Zac JohnstonFinancial Advisor
<$5M
1-10
Private
-
1988
MC
Monica ChristodoulouClient Service Officer
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Element Wealth Solutions Tech Stack

A closer look at the technologies used by Element Wealth Solutions

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Frequently Asked Questions Regarding Element Wealth Solutions

What is Element Wealth Solutions's official website?
Element Wealth Solutions's official website is www.elementwealthsolutions.com.au
What is Element Wealth Solutions's Revenue?
Element Wealth Solutions's revenue is <$5 Million
What is Element Wealth Solutions's SIC code?
Element Wealth Solutions's SIC: 62,628
What is Element Wealth Solutions's NAICS code?
Element Wealth Solutions's NAICS: 52,523
How many employees does Element Wealth Solutions have?
Element Wealth Solutions has 11-50 employees
What industry does Element Wealth Solutions belong to?
Element Wealth Solutions is in the industry of: Finance, Insurance, Securities Trading
What is Element Wealth Solutions competition?
Element Wealth Solutions top competitors include: Pillar Tailored Wealth, Concurrence Financial Planning, HUB Financial Advice, Direct Advisers
What technology does Element Wealth Solutions use?
Some of the popular technologies that Element Wealth Solutions uses are: WordPress.org, reCAPTCHA, PHP, Google Font API
How do I contact Element Wealth Solutions?
Element Wealth Solutions contact info: Phone number: +61 243128119 Website: www.elementwealthsolutions.com.au
What does Element Wealth Solutions do?

Element Wealth Solutions specializes in financial planning and consulting services, focusing on helping clients manage their finances effectively. With over 20 years of experience, they provide guidance in areas such as investment advice, retirement planning, insurance, and estate planning. Their target clients include individuals and families in t... he Central Coast region of New South Wales, aiming to achieve financial confidence and security throughout various life stages. The team, led by Principal Financial Adviser Tracy Dyer, is dedicated to supporting clients in reaching their financial goals and preparing for future uncertainties.Read More

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

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