Genus Wealth - Financial Advisors

Finance · Australia · 1-10 Employees

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Overview

Headquarters

L 1/12B Teramby Rd Se 2, Nelson Bay, New...

Phone Number

+61 240522999

Revenue

<$5 Million

Industry

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

About Genus Wealth - Financial Advisors

Genus Wealth specializes in full-service wealth management, focusing on smart investment and financial planning to achieve optimal outcomes for clients in both the short and long term. Their services include financial planning, portfolio management, superannuation guidance, personal risk insurance, and aged care planning. The company aims to help clients understand their financial situations, set clear objectives, and develop tailored strategies to secure their financial futures. Genus Wealth caters to individuals looking to save for retirement, invest wisely, and build financial security.Explore more
Genus Wealth - Financial Advisors's Social MediaPopular SearchesGenus Wealth - Financial AdvisorsGenus WealthGenus Wealth Australia Pty LtdSIC Code 62,628NAICS Code 52,523Show more

Genus Wealth - Financial Advisors Org Chart

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RM
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Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Genus Wealth - Financial ...

<$5M
1-10
Private
-
-
RM
Roy MasseyCerified Financial Planner
<$5M
1-10
Private
-
2013
<$5M
11-50
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-
DD
Denis DurandFinancial Advisor
<$5M
1-10
Private
-
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AW
Andrew WeaverPractice Principal
<$5M
1-10
Private
-
-
JS
Jenny SchaeferOffice Manager
<$5M
1-10
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-
N/A
<$5M
1-10
Private
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-
PL
P. LebovitsFounder & Managing Director
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Genus Wealth - Financial Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Genus Wealth - Financial Advisors Tech Stack

A closer look at the technologies used by Genus Wealth - Financial Advisors

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Frequently Asked Questions Regarding Genus Wealth - Financial Advisors

What is Genus Wealth - Financial Advisors's official website?
Genus Wealth - Financial Advisors's official website is www.genuswealth.com.au
What is Genus Wealth - Financial Advisors's Revenue?
Genus Wealth - Financial Advisors's revenue is <$5 Million
What is Genus Wealth - Financial Advisors's SIC code?
Genus Wealth - Financial Advisors's SIC: 62,628
What is Genus Wealth - Financial Advisors's NAICS code?
Genus Wealth - Financial Advisors's NAICS: 52,523
How many employees does Genus Wealth - Financial Advisors have?
Genus Wealth - Financial Advisors has 1-10 employees
What industry does Genus Wealth - Financial Advisors belong to?
Genus Wealth - Financial Advisors is in the industry of: Finance, Securities Trading
What is Genus Wealth - Financial Advisors competition?
Genus Wealth - Financial Advisors top competitors include: Parc Wealth Management, Weaver Wealth Management, Schaefer Financial Planning, Heard Financial
What technology does Genus Wealth - Financial Advisors use?
Some of the popular technologies that Genus Wealth - Financial Advisors uses are: Squarespace Online Stores, Google Cloud Web Serving, Google Cloud Platform, Microsoft Dynamics CRM
How do I contact Genus Wealth - Financial Advisors?
Genus Wealth - Financial Advisors contact info: Phone number: +61 240522999 Website: www.genuswealth.com.au
What does Genus Wealth - Financial Advisors do?

Genus Wealth specializes in full-service wealth management, focusing on smart investment and financial planning to achieve optimal outcomes for clients in both the short and long term. Their services include financial planning, portfolio management, superannuation guidance, personal risk insurance, and aged care planning. The company aims to help c... lients understand their financial situations, set clear objectives, and develop tailored strategies to secure their financial futures. Genus Wealth caters to individuals looking to save for retirement, invest wisely, and build financial security.Read More

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

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