Geelong Wealth

Finance · Australia · 11-50 Employees

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Overview

Headquarters

23-31 Gheringhap St, Geelong, Victoria, ...

Phone Number

+61 352458088

Revenue

<$5 Million

Industry

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

About Geelong Wealth

Geelong Wealth Advisers is a boutique financial advice firm located in Geelong, VIC, specializing in personalized financial planning and wealth management services. They offer tailored advice in areas such as retirement planning, investment strategies, and wealth creation, focusing on helping clients achieve their financial goals. The firm is dedicated to empowering clients to take control of their financial futures through a goals-based investing approach. Their target clients include individuals and families seeking to enhance their financial well-being and secure their retirement.Explore more
Geelong Wealth's Social MediaPopular SearchesGeelong WealthGeelong Wealth AdvisersEldersElders Financial Planning GeelongElders InsuranceSIC Code 62,628NAICS Code 52,523Show more

Geelong Wealth Org Chart

PhoneEmail
MG
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Managing Director

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Geelong Wealth

<$5M
11-50
Private
-
-
MG
Michael GleesonManaging Director
<$5M
11-50
Private
-
2010
JD
Jenny DunnGroup Financial Controller
<$5M
11-50
Private
-
-
N/A
<$5M
11-50
Private
-
-
DH
Darren HowardDirector, Financial & Planner & Smsf Specialist
<$5M
1-10
Private
-
-
KM
Karen McMackinClient Service Manager
<$5M
1-10
Private
-
-
JM
Joanna McCreeryFinancial Advisor
<$5M
1-10
Private
-
1985
TH
Taylah HazelagerPractice Manager
Illustration of an envelope

Company Profile Activity

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Among all Finance companies

Low Activity

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Activity Insights

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

What does this means?

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

Geelong Wealth Tech Stack

A closer look at the technologies used by Geelong Wealth

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Frequently Asked Questions Regarding Geelong Wealth

What is Geelong Wealth's official website?
Geelong Wealth's official website is www.geelongwealth.com.au
What is Geelong Wealth's Revenue?
Geelong Wealth's revenue is <$5 Million
What is Geelong Wealth's SIC code?
Geelong Wealth's SIC: 62,628
What is Geelong Wealth's NAICS code?
Geelong Wealth's NAICS: 52,523
How many employees does Geelong Wealth have?
Geelong Wealth has 11-50 employees
What industry does Geelong Wealth belong to?
Geelong Wealth is in the industry of: Finance, Securities Trading
What is Geelong Wealth competition?
Geelong Wealth top competitors include: Majella Wealth Advisers, SGA Private Wealth Management, Wotherspoon Wealth, Sterling Advice
What technology does Geelong Wealth use?
Some of the popular technologies that Geelong Wealth uses are: WordPress.org, PHP, Cloudflare CDN, Google Font API
How do I contact Geelong Wealth?
Geelong Wealth contact info: Phone number: +61 352458088 Website: www.geelongwealth.com.au
What does Geelong Wealth do?

Geelong Wealth Advisers is a boutique financial advice firm located in Geelong, VIC, specializing in personalized financial planning and wealth management services. They offer tailored advice in areas such as retirement planning, investment strategies, and wealth creation, focusing on helping clients achieve their financial goals. The firm is dedic... ated to empowering clients to take control of their financial futures through a goals-based investing approach. Their target clients include individuals and families seeking to enhance their financial well-being and secure their retirement.Read More

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

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