Expert Wealth

Finance · Australia · 1-10 Employees

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Overview

Headquarters

L 3 87-89 Foveaux St, Surry Hills, New S...

Revenue

<$5 Million

Industry

Finance Securities Trading

About Expert Wealth

Expert Wealth is a collective of award-winning financial advisors with over 50 years of experience, dedicated to providing data-backed financial planning services. They cater to everyday Australians seeking expert financial advice to alleviate financial anxieties and achieve their financial goals. Their services include wealth creation, investment strategies, retirement planning, estate planning, and tax strategies, all tailored to individual client needs. By collaborating with accountants, Expert Wealth offers a holistic approach to financial well-being, ensuring clients receive comprehensive support throughout their financial journey.Explore more
Expert Wealth's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Expert Wealth Org Chart

PhoneEmail
PB
Australia flag for contact location.

Co-Founder & Director & Financial Advisor

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WH
Australia flag for contact location.

Director - Financial Adviser

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DR
Australia flag for contact location.

Senior Advisor & Wealth Pty Ltd Specialist

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Expert Wealth

<$5M
1-10
Private
-
2019
PB
Paris BisleyCo-Founder & Director & Financial Advisor
$6.4M
11-50
Private
-
1991
RY
Robert YoungManager, Business
$5.1M
11-50
Private
-
-
NS
Nick StathopoulosPractice Principal
<$5M
1-10
Private
-
2010
RS
Robert SheptunFinancial Advisor
<$5M
1-10
Private
-
1998
BP
Bruce PittFinancial Advisor
<$5M
1-10
Private
-
-
GR
Greg RobertsJoint Principal Director
<$5M
1-10
Private
-
2015
PH
Peter HeadingDirector and Senior Financial Planner
Illustration of an envelope

Expert Wealth Tech Stack

A closer look at the technologies used by Expert Wealth

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Frequently Asked Questions Regarding Expert Wealth

What is Expert Wealth's official website?
Expert Wealth's official website is www.expertwealth.com.au
What is Expert Wealth's Revenue?
Expert Wealth's revenue is <$5 Million
What is Expert Wealth's SIC code?
Expert Wealth's SIC: 62,628
What is Expert Wealth's NAICS code?
Expert Wealth's NAICS: 52,523
How many employees does Expert Wealth have?
Expert Wealth has 1-10 employees
What industry does Expert Wealth belong to?
Expert Wealth is in the industry of: Finance, Securities Trading
What is Expert Wealth competition?
Expert Wealth top competitors include: Financial Essence, Ken Filbey, Peacheys Investment Services, Verdure Financial Planning Solutions
What technology does Expert Wealth use?
Some of the popular technologies that Expert Wealth uses are: Sentry, Adobe Typekit, Google Font API, Wistia
What does Expert Wealth do?

Expert Wealth is a collective of award-winning financial advisors with over 50 years of experience, dedicated to providing data-backed financial planning services. They cater to everyday Australians seeking expert financial advice to alleviate financial anxieties and achieve their financial goals. Their services include wealth creation, investment... strategies, retirement planning, estate planning, and tax strategies, all tailored to individual client needs. By collaborating with accountants, Expert Wealth offers a holistic approach to financial well-being, ensuring clients receive comprehensive support throughout their financial journey.Read More

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

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