SBB Wealth

Finance · Australia · 11-50 Employees

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Overview

Headquarters

164 Brisbane St L 1, Ipswich, Queensland...

Phone Number

+61 738108350

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About SBB Wealth

SBB Wealth specializes in wealth planning and investing, offering customized advisory solutions that emphasize transparency and results. Their services include comprehensive wealth planning, retirement planning, superannuation, and various investment strategies such as separately managed accounts and mutual funds. The company aims to integrate clients' long-term goals with ideal financial solutions to grow, manage, and protect their wealth. SBB Wealth primarily serves individuals seeking tailored financial advice and investment management.Explore more
Popular SearchesSBB WealthSbbwealth.com.auSIC Code 62,628NAICS Code 52,523Show more

SBB Wealth Org Chart

PhoneEmail
AE
Australia flag for contact location.

Executive Director

PhoneEmail
CR
Australia flag for contact location.

Executive Director

PhoneEmail

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

SBB Wealth

<$5M
11-50
Private
-
-
AE
Aggie ErdosiExecutive Director
<$5M
11-50
Private
-
1995
JM
Jill MayClient Relations Head
<$5M
11-50
Private
-
-
CH
Colleen HaggartyPractice Manager
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2008
N/A
<$5M
11-50
Private
-
2020
N/A
<$5M
11-50
Private
-
2003
AL
Alice LeMessurierCEO & Co-Founder
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

SBB Wealth Tech Stack

A closer look at the technologies used by SBB Wealth

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Frequently Asked Questions Regarding SBB Wealth

What is SBB Wealth's official website?
SBB Wealth's official website is www.sbbwealth.com.au
What is SBB Wealth's Revenue?
SBB Wealth's revenue is <$5 Million
What is SBB Wealth's SIC code?
SBB Wealth's SIC: 62,628
What is SBB Wealth's NAICS code?
SBB Wealth's NAICS: 52,523
How many employees does SBB Wealth have?
SBB Wealth has 11-50 employees
What industry does SBB Wealth belong to?
SBB Wealth is in the industry of: Finance, Securities Trading
What is SBB Wealth competition?
SBB Wealth top competitors include: Infinitas Asset Management, Weaver Wealth Management, LemSec, Private Portfolio Managers
What technology does SBB Wealth use?
Some of the popular technologies that SBB Wealth uses are: Neto, SecurePay, Google Cloud Web Serving, Google Cloud Platform
How do I contact SBB Wealth?
SBB Wealth contact info: Phone number: +61 738108350 Website: www.sbbwealth.com.au
What does SBB Wealth do?

SBB Wealth specializes in wealth planning and investing, offering customized advisory solutions that emphasize transparency and results. Their services include comprehensive wealth planning, retirement planning, superannuation, and various investment strategies such as separately managed accounts and mutual funds. The company aims to integrate clie... nts' long-term goals with ideal financial solutions to grow, manage, and protect their wealth. SBB Wealth primarily serves individuals seeking tailored financial advice and investment management.Read More

Is SBB Wealth a public company?
SBB Wealth is private company therefore does not currently have an official ticker symbol
See more information about SBB Wealth

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