PT Wealth Solutions

Finance · 1-10 Employees

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Overview

Phone Number

+61 298911544

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About PT Wealth Solutions

PT Wealth is a fully integrated financial services business that specializes in Superannuation & Investment Advice, Property & Finance, and Tax & Accounting solutions. They aim to help clients create, grow, and protect their wealth by providing personalized services and strategies tailored to individual needs. The company positions itself as a trusted partner, offering clients a personal family CFO to guide them through their financial journey. Their target clients include individuals seeking to maximize their financial potential, achieve financial independence, and secure their family's future.Explore more
PT Wealth Solutions's Social MediaPopular SearchesPT Wealth Solutions Pty LtdPT Group AustraliaPT WealthPT Wealth SolutionsPT Wealth SolutionshttpSIC Code 62,628NAICS Code 52,523Show more

PT Wealth Solutions Org Chart

PhoneEmail
TR

Financial Advisor & Managing Director

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

PT Wealth Solutions

<$5M
1-10
Private
-
2010
TR
Tony RimacFinancial Advisor & Managing Director
$5.1M
1-10
Private
-
2016
N/A
<$5M
11-50
Private
-
2016
AA
Asad AhmadCorporate Authorised Representative
<$5M
11-50
Private
-
2015
DB
Damien BasileDirector and Financial Planner
<$5M
1-10
Private
-
-
KM
Karen McMackinClient Service Manager
<$5M
1-10
Private
-
1991
<$5M
1-10
Private
-
2008
BT
Ben TorresFinancial Associate & Planner
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

PT Wealth Solutions Tech Stack

A closer look at the technologies used by PT Wealth Solutions

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Frequently Asked Questions Regarding PT Wealth Solutions

What is PT Wealth Solutions's official website?
PT Wealth Solutions's official website is www.ptws.com.au
What is PT Wealth Solutions's Revenue?
PT Wealth Solutions's revenue is <$5 Million
What is PT Wealth Solutions's SIC code?
PT Wealth Solutions's SIC: 62,628
What is PT Wealth Solutions's NAICS code?
PT Wealth Solutions's NAICS: 52,523
How many employees does PT Wealth Solutions have?
PT Wealth Solutions has 1-10 employees
What industry does PT Wealth Solutions belong to?
PT Wealth Solutions is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is PT Wealth Solutions competition?
PT Wealth Solutions top competitors include: Sterling Advice, Concurrence Financial Planning, Chris Humphrey Private Wealth Management, Intergenerational Wealth
What technology does PT Wealth Solutions use?
Some of the popular technologies that PT Wealth Solutions uses are: WordPress.org, PHP, Cloudflare Website Optimization, Cloudflare CDN
How do I contact PT Wealth Solutions?
PT Wealth Solutions contact info: Phone number: +61 298911544 Website: www.ptws.com.au
What does PT Wealth Solutions do?

PT Wealth is a fully integrated financial services business that specializes in Superannuation & Investment Advice, Property & Finance, and Tax & Accounting solutions. They aim to help clients create, grow, and protect their wealth by providing personalized services and strategies tailored to individual needs. The company positions itself as a trus... ted partner, offering clients a personal family CFO to guide them through their financial journey. Their target clients include individuals seeking to maximize their financial potential, achieve financial independence, and secure their family's future.Read More

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

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