Spencer Private Wealth

Finance · Australia · 1-10 Employees

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Overview

Headquarters

44 Market St L 26, Sydney, New South Wal...

Phone Number

+61 290918048

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
1
1
1
1
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About Spencer Private Wealth

Spencer Private Wealth is a boutique financial planning practice based in Sydney, owned and operated by Gary Spencer. With over 20 years of experience, the firm specializes in tailoring financial plans to meet the diverse lifestyle goals of its clients across Australia. Their services include pre-retirement planning, investment management, insurance, and estate planning, all designed to help clients navigate complex financial needs. The company is committed to providing award-winning service and personalized advice to support clients through financial challenges and changes.Explore more
Spencer Private Wealth's Social MediaPopular SearchesSpencer Private WealthSIC Code 62,628NAICS Code 52,523Show more

Spencer Private Wealth Org Chart

PhoneEmail
AC
Australia flag for contact location.

Senior Client Relationship Manager

PhoneEmail
KS
Australia flag for contact location.

Manager, Communications

PhoneEmail
SK
Australia flag for contact location.

Manager, Quality & Compliance

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Spencer Private Wealth

<$5M
1-10
Private
-
2016
AC
Alvina ChowSenior Client Relationship Manager
$6.8M
11-50
Private
-
1999
SS
Sara StephensDirector and Financial Planner
$5.1M
1-10
Private
-
2016
N/A
<$5M
1-10
Private
-
2013
DC
Dusan CikosPractice Manager
<$5M
1-10
Private
-
-
KM
Karen McMackinClient Service Manager
<$5M
1-10
Private
-
2008
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Spencer Private Wealth Tech Stack

A closer look at the technologies used by Spencer Private Wealth

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Frequently Asked Questions Regarding Spencer Private Wealth

What is Spencer Private Wealth's official website?
Spencer Private Wealth's official website is www.spencerprivatewealth.com.au
What is Spencer Private Wealth's Revenue?
Spencer Private Wealth's revenue is <$5 Million
What is Spencer Private Wealth's SIC code?
Spencer Private Wealth's SIC: 62,628
What is Spencer Private Wealth's NAICS code?
Spencer Private Wealth's NAICS: 52,523
How many employees does Spencer Private Wealth have?
Spencer Private Wealth has 1-10 employees
What industry does Spencer Private Wealth belong to?
Spencer Private Wealth is in the industry of: Finance, Securities Trading
What is Spencer Private Wealth competition?
Spencer Private Wealth top competitors include: Concurrence Financial Planning, Blue Diamond Financial, McPherson & Associates, Pekada
What technology does Spencer Private Wealth use?
Some of the popular technologies that Spencer Private Wealth uses are: MailChimp, Squarespace Online Stores, Embedly, Adobe Typekit
How do I contact Spencer Private Wealth?
Spencer Private Wealth contact info: Phone number: +61 290918048 Website: www.spencerprivatewealth.com.au
What does Spencer Private Wealth do?

Spencer Private Wealth is a boutique financial planning practice based in Sydney, owned and operated by Gary Spencer. With over 20 years of experience, the firm specializes in tailoring financial plans to meet the diverse lifestyle goals of its clients across Australia. Their services include pre-retirement planning, investment management, insuranc... e, and estate planning, all designed to help clients navigate complex financial needs. The company is committed to providing award-winning service and personalized advice to support clients through financial challenges and changes.Read More

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

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