Peer Wealth
Likely to Engage tag.Highly Engaged Employees

Finance · Australia · 11-50 Employees

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Overview

Headquarters

12 Wallis St Shop 2, Forster, New South ...

Phone Number

+61 280147608

Revenue

$5 Million

Industry

Finance Insurance Business Services Securities Trading Project Management Lending & Brokerage Accounting for Legal Practices
ZI Rank: 1
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ZI Rank
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About Peer Wealth

Peer Wealth is a family-owned financial services firm located in Manly and Forster, Australia, offering a comprehensive range of services including tax and accounting, mortgage broking, wealth management, and business advisory. The company focuses on providing holistic support throughout clients' financial journeys, ensuring that their strategies evolve with their changing needs. With a team of in-house professionals, Peer Wealth emphasizes meaningful partnerships and accountability, delivering exceptional quality and teamwork. Their services cater to individuals, families, and businesses, aiming to maximize tax benefits and align financial goals.Explore more
Peer Wealth's Social MediaPopular SearchesPeer WealthPeer Wealth Pty LtdSIC Code 62,628NAICS Code 52,523Show more

Peer Wealth Org Chart

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EA
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Head of Operations

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LS
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Senior Administrative Assistant

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GS
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Receptionist

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JR
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Mortgage Broker Assistant and Loan Processor ...

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PY
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Mortgage Broker Assistant

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Peer Wealth

$5M
11-50
Private
-
2012
EA
Elle AtkinsonHead of Operations
$5.9M
11-50
Private
-
2000
GA
Geoff AquinoDirector, Property Management, Close X
<$5M
11-50
Private
-
2012
AB
Ashish BhagatManager, Sales Team
<$5M
11-50
Private
-
2003
YD
Yaty DoyleSMSF Manager and Specialist
<$5M
1-10
Private
-
1990
CM
Carly MonahanPractice Manager
<$5M
11-50
Private
-
2010
BB
Benjamin BudgeDirector and Financial Advisor
<$5M
1-10
Private
-
2014
MW
Michael WilsonGeneral Manager
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Peer Wealth Tech Stack

A closer look at the technologies used by Peer Wealth

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Frequently Asked Questions Regarding Peer Wealth

What is Peer Wealth's official website?
Peer Wealth's official website is www.peerwealth.com.au
What is Peer Wealth's Revenue?
Peer Wealth's revenue is $5 Million
What is Peer Wealth's SIC code?
Peer Wealth's SIC: 62,628
What is Peer Wealth's NAICS code?
Peer Wealth's NAICS: 52,523
How many employees does Peer Wealth have?
Peer Wealth has 11-50 employees
What industry does Peer Wealth belong to?
Peer Wealth is in the industry of: Finance, Insurance, Business Services
What is Peer Wealth competition?
Peer Wealth top competitors include: Parcon Group, Nexus Private Wealth Management, Maddern Financial Advisers, Fornaro Financial Group
What technology does Peer Wealth use?
Some of the popular technologies that Peer Wealth uses are: Sentry, Google Cloud Web Serving, Google Cloud Platform, Microsoft 365
How do I contact Peer Wealth?
Peer Wealth contact info: Phone number: +61 280147608 Website: www.peerwealth.com.au
What does Peer Wealth do?

Peer Wealth is a family-owned financial services firm located in Manly and Forster, Australia, offering a comprehensive range of services including tax and accounting, mortgage broking, wealth management, and business advisory. The company focuses on providing holistic support throughout clients' financial journeys, ensuring that their strategies e... volve with their changing needs. With a team of in-house professionals, Peer Wealth emphasizes meaningful partnerships and accountability, delivering exceptional quality and teamwork. Their services cater to individuals, families, and businesses, aiming to maximize tax benefits and align financial goals.Read More

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

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