Iconic Wealth

Finance · Australia · 1-10 Employees

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Overview

Headquarters

22 Ormsby Ter, Mandurah, Western Austral...

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About Iconic Wealth

Iconic Wealth is a leading financial planning firm based in Perth and Mandurah, specializing in customized wealth strategies and partnerships for individuals and families. With over 45 years of combined experience, they provide tailored advice in areas such as superannuation, retirement planning, and investment strategies. Their clients typically include those with solid household surplus income or high investable assets seeking to build, protect, and grow their wealth. Iconic Wealth is committed to delivering excellent customer service and simplifying complex financial matters for their clients.Explore more
Iconic Wealth's Social MediaPopular SearchesIconic WealthSIC Code 62,628NAICS Code 52,523Show more

Iconic Wealth Org Chart

PhoneEmail
KK
Australia flag for contact location.

Director and Senior Wealth Advisor

PhoneEmail
AS
Australia flag for contact location.

Director and Senior Wealth Advisor

PhoneEmail

PhoneEmail
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SZ
Australia flag for contact location.

Client Relationship Manager

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Company Name

Revenue

Number of Employees

Type

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Founded In

Top Executive

Iconic Wealth

<$5M
1-10
Private
-
2022
KK
Kelly KingDirector and Senior Wealth Advisor
$5.1M
11-50
Private
-
-
<$5M
11-50
Private
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2022
N/A
<$5M
11-50
Private
-
-
CB
Christopher BoonFinancial Planner
<$5M
1-10
Private
-
2019
MK
Melissa KyteClient Relationship Manager
<$5M
1-10
Private
-
1995
JS
Joe StephanDirector, Senior Financial Advisor
<$5M
1-10
Private
-
-
ES
Ejaz SiddiquiDeputy General Manager
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

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Frequently Asked Questions Regarding Iconic Wealth

What is Iconic Wealth's official website?
Iconic Wealth's official website is www.iconicwealth.net.au
What is Iconic Wealth's Revenue?
Iconic Wealth's revenue is <$5 Million
What is Iconic Wealth's SIC code?
Iconic Wealth's SIC: 62,628
What is Iconic Wealth's NAICS code?
Iconic Wealth's NAICS: 52,523
How many employees does Iconic Wealth have?
Iconic Wealth has 1-10 employees
What industry does Iconic Wealth belong to?
Iconic Wealth is in the industry of: Finance, Securities Trading
What is Iconic Wealth competition?
Iconic Wealth top competitors include: Lifelong Wealth, BNH Financial Services, Boon Wealth Solutions, ABN AMRO Morgans
What does Iconic Wealth do?

Iconic Wealth is a leading financial planning firm based in Perth and Mandurah, specializing in customized wealth strategies and partnerships for individuals and families. With over 45 years of combined experience, they provide tailored advice in areas such as superannuation, retirement planning, and investment strategies. Their clients typically i... nclude those with solid household surplus income or high investable assets seeking to build, protect, and grow their wealth. Iconic Wealth is committed to delivering excellent customer service and simplifying complex financial matters for their clients.Read More

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

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