Specialist Wealth Group

Finance · Australia · 11-50 Employees

View Company Info for Free

Overview

Headquarters

28 Chandos St Ste 104, St Leonards, New ...

Phone Number

+61 1300008002

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
1
1
1

About Specialist Wealth Group

Specialist Wealth provides expert financial strategies tailored specifically for medical, dental, and veterinary professionals. With over 100 years of combined experience, they empower clients to make informed decisions regarding financial planning, insurance, lending, and investment. Their mission is to build trusted relationships and offer bespoke strategies that adapt to clients' evolving needs. The company is committed to excellence, partnership, innovation, and care, ensuring long-term support and guidance for their clients' financial journeys.Explore more
Specialist Wealth Group's Social MediaPopular SearchesSpecialist Wealth GroupSpecialist Wealth Group Pty LtdSpecialist Wealth Pty LtdSpecialist WealthSIC Code 62,628NAICS Code 52,523Show more

Specialist Wealth Group Org Chart

PhoneEmail
CR
Australia flag for contact location.

Director, Lending Services

PhoneEmail
KF
Australia flag for contact location.

Director and Financial Advisor

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.
SS
Australia flag for contact location.

Senior Credit Analyst

PhoneEmail
RR
Australia flag for contact location.

Finance Specialist

PhoneEmail
MA
Australia flag for contact location.

Financial Advisor

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is Specialist Wealth Group your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to Specialist Wealth Group

Compare insights from companies similar to Specialist Wealth Group, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Specialist Wealth Group

<$5M
11-50
Private
-
2013
CR
Christopher RichardsonDirector, Lending Services
<$5M
11-50
Private
-
-
N/A
<$5M
11-50
Private
-
-
NC
Nicola ChaffeDirector and Financial Adviser
<$5M
11-50
Private
-
-
DH
Darren HowardDirector, Financial & Planner & Smsf Specialist
<$5M
1-10
Private
-
-
KM
Karen McMackinClient Service Manager
<$5M
1-10
Private
-
2008
N/A
<$5M
1-10
Private
-
2012
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Specialist Wealth Group Tech Stack

A closer look at the technologies used by Specialist Wealth Group

Top Finance Companies

Frequently Asked Questions Regarding Specialist Wealth Group

What is Specialist Wealth Group's official website?
Specialist Wealth Group's official website is www.specialistwealth.com.au
What is Specialist Wealth Group's Revenue?
Specialist Wealth Group's revenue is <$5 Million
What is Specialist Wealth Group's SIC code?
Specialist Wealth Group's SIC: 62,628
What is Specialist Wealth Group's NAICS code?
Specialist Wealth Group's NAICS: 52,523
How many employees does Specialist Wealth Group have?
Specialist Wealth Group has 11-50 employees
What industry does Specialist Wealth Group belong to?
Specialist Wealth Group is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Specialist Wealth Group competition?
Specialist Wealth Group top competitors include: Sterling Advice, Chris Humphrey Private Wealth Management, Venture Financial Planning, Bastion Wealth
What technology does Specialist Wealth Group use?
Some of the popular technologies that Specialist Wealth Group uses are: WordPress.org, PHP, Google Font API, Microsoft 365
How do I contact Specialist Wealth Group?
Specialist Wealth Group contact info: Phone number: +61 1300008002 Website: www.specialistwealth.com.au
What does Specialist Wealth Group do?

Specialist Wealth provides expert financial strategies tailored specifically for medical, dental, and veterinary professionals. With over 100 years of combined experience, they empower clients to make informed decisions regarding financial planning, insurance, lending, and investment. Their mission is to build trusted relationships and offer bespok... e strategies that adapt to clients' evolving needs. The company is committed to excellence, partnership, innovation, and care, ensuring long-term support and guidance for their clients' financial journeys.Read More

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

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.