Grow Your Wealth

Finance · Australia · 1-10 Employees

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Overview

Headquarters

51 Thuringowa Dr, Kirwan, Queensland, 48...

Phone Number

+61 747714577

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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May
ZI Rank
1
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About Grow Your Wealth

Grow Your Wealth has been providing investment portfolio advice to the people of Townsville for over 27 years. Initially John Walker started the firm in Townsville and was licensed under Morgan's Stock broking before being brought out buy Joe Shelgeris in 1994, although the business fundamentally stayed the same it underwent a number of name changes as Morgan's Stock Broking took we brought out first by ABN Amro Bank to be renamed ABN Amro Morgan's and then by the Royal Bank of Scotland to be renamed RBS Morgan's. In 2005 the business was purchased from Joe Shelgeris by Jason Fittler, who had worked for Joe since 2001. Jason worked for the National Australia bank as a business lending officer after completing his Bachelor of Commerce at James Cook University, leaving the bank in 1997 he moved on the complete his CPA working as an accounting before starting with Joe Shelgeris in 2001. Jason is a Certified Practicing Accountant (CPA) - Specialist Financial Planning , hold a B:Com and DipRead more
Grow Your Wealth's Social MediaPopular SearchesGrow Your Wealth Pty LtdGrow Your Wealth financial Services TownsvilleGrow Your WealthGrow Your Wealth AustraliaGrow Your Wealth.BeforeSIC Code 62,628NAICS Code 52,523Show more

Grow Your Wealth Org Chart

PhoneEmail
DG
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Advisor and Technical Analyst

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PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Grow Your Wealth

<$5M
1-10
Private
-
-
DG
Daniel GouldingAdvisor and Technical Analyst
$8.4M
11-50
Private
-
1993
SF
Steven FurjanicManager, Investment Operations
$6.6M
11-50
Private
-
2010
SW
Sky WalkerChief Investment Officer
$5.7M
11-50
Private
-
2010
<$5M
1-10
Private
-
2001
RO
Rithu OommenSenior Consultant
<$5M
1-10
Private
-
2009
MC
Matthew ClipstonePortfolio & Research Coordinator
<$5M
1-10
Private
-
2012
Anthony Picone, Founder & Director at Steward Wealth
Anthony PiconeFounder & Director
Illustration of an envelope

Company Profile Activity

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Among all Finance companies

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Activity Insights

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

What does this means?

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

Grow Your Wealth Tech Stack

A closer look at the technologies used by Grow Your Wealth

Grow Your Wealth News & Media

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Frequently Asked Questions Regarding Grow Your Wealth

What is Grow Your Wealth's official website?
Grow Your Wealth's official website is www.growyourwealth.com.au
What is Grow Your Wealth's Revenue?
Grow Your Wealth's revenue is <$5 Million
What is Grow Your Wealth's SIC code?
Grow Your Wealth's SIC: 62,628
What is Grow Your Wealth's NAICS code?
Grow Your Wealth's NAICS: 52,523
How many employees does Grow Your Wealth have?
Grow Your Wealth has 1-10 employees
What industry does Grow Your Wealth belong to?
Grow Your Wealth is in the industry of: Finance, Securities Trading
What is Grow Your Wealth competition?
Grow Your Wealth top competitors include: Bluepoint Consulting, Steward Wealth, Equity&Super, Alder and Partners
What technology does Grow Your Wealth use?
Some of the popular technologies that Grow Your Wealth uses are: WooCommerce, WordPress.org, PHP, Cloudflare Website Optimization
How do I contact Grow Your Wealth?
Grow Your Wealth contact info: Phone number: +61 747714577 Website: www.growyourwealth.com.au
What does Grow Your Wealth do?

Grow Your Wealth has been providing investment portfolio advice to the people of Townsville for over 27 years. Initially John Walker started the firm in Townsville and was licensed under Morgan's Stock broking before being brought out buy Joe Shelgeris in 1994, although the business fundamentally stayed the same it underwent a number of name change... s as Morgan's Stock Broking took we brought out first by ABN Amro Bank to be renamed ABN Amro Morgan's and then by the Royal Bank of Scotland to be renamed RBS Morgan's. In 2005 the business was purchased from Joe Shelgeris by Jason Fittler, who had worked for Joe since 2001. Jason worked for the National Australia bank as a business lending officer after completing his Bachelor of Commerce at James Cook University, leaving the bank in 1997 he moved on the complete his CPA working as an accounting before starting with Joe Shelgeris in 2001. Jason is a Certified Practicing Accountant (CPA) - Specialist Financial Planning , hold a B:Com and Dip Financial Planning. In 2010 the decision was made for the firm to obtain its own Australian Financial Services License and leave the Morgan's group. Having our own financial services license allowed us to truly provide conflict free advice and expand our advice to cover areas such as tax advice and business and structuring advice. Filling a the gap between investment advisers, accountants and legal advice to provide a service where the clients financial affairs were all considered when investment advice is given providing a better long term outcome for our clients. In doing so the name was changed for the last time to Grow Your Wealth, still focused on investing directly on the client behalf through the share market the company is now able to provide holistic advice on our client financial affairs. Grow Your Wealth goal is simple, to increase our client wealth. We do this by reviewing all aspects of your financial life and mapping out the path which will provide the overall best result for you. We consider, fees, returns, tax ...Read More

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

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