Strategic Wealth Services

Business Services · Australia · 11-50 Employees

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Overview

Headquarters

917 Riversdale Rd L 1, Surrey Hills, Vic...

Phone Number

+61 398965100

Revenue

$5.3 Million

Industry

Business Services Project Management Accounting for Legal Practices
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Strategic Wealth Services

Strategic Wealth Services is a Melbourne-based team of financial planning, business, accounting, tax, and superannuation experts dedicated to helping clients achieve and maintain their desired lifestyle since 1984. They offer a range of services including wealth creation and protection, retirement planning, estate planning, business advice, accounting and tax services, and self-managed super funds. The company prides itself on providing cost-effective and practical financial advice tailored to individual client needs. Their mission is to ensure financial success for their clients by understanding their unique aspirations and goals.Explore more
Strategic Wealth Services's Social MediaPopular SearchesStrategic Wealth ServicesStrategic Wealth ServiceSIC Code 87,874NAICS Code 54,541Show more

Strategic Wealth Services Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Strategic Wealth Services

$5.3M
11-50
Private
-
-
$6.2M
11-50
Private
-
2010
JC
Jenny ChenAccounting Team Lead
<$5M
11-50
Private
-
2012
N/A
<$5M
11-50
Private
-
2001
JT
Jarryd ThravesChief Investment Officer
<$5M
11-50
Private
-
2003
NW
Nikky WilliamsSenior Client Manager
<$5M
11-50
Private
-
-
SK
Steve KellyFinancial Planner
<$5M
1-10
Private
-
2013
RM
Ryan MizaelFounding Director
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Company Profile Activity

i

Among all Business Services companies

Low Activity

High Activity

Activity Insights

Strategic Wealth Services is experiencing very low activity levels compared to other companies in the Business Services sector.

What does this means?

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

Strategic Wealth Services Tech Stack

A closer look at the technologies used by Strategic Wealth Services

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Frequently Asked Questions Regarding Strategic Wealth Services

What is Strategic Wealth Services's official website?
Strategic Wealth Services's official website is www.strategicwealthservices.com.au
What is Strategic Wealth Services's Revenue?
Strategic Wealth Services's revenue is $5.3 Million
What is Strategic Wealth Services's SIC code?
Strategic Wealth Services's SIC: 87,874
What is Strategic Wealth Services's NAICS code?
Strategic Wealth Services's NAICS: 54,541
How many employees does Strategic Wealth Services have?
Strategic Wealth Services has 11-50 employees
What industry does Strategic Wealth Services belong to?
Strategic Wealth Services is in the industry of: Business Services, Project Management, Accounting for Legal Practices
What is Strategic Wealth Services competition?
Strategic Wealth Services top competitors include: Blueprint Wealth, The SMSF Report, Superannuation Warehouse, Sky Accountants
What technology does Strategic Wealth Services use?
Some of the popular technologies that Strategic Wealth Services uses are: Microsoft 365, GoDaddy DNS, GoDaddy Web Hosting, GoDaddy Email Hosting
How do I contact Strategic Wealth Services?
Strategic Wealth Services contact info: Phone number: +61 398965100 Website: www.strategicwealthservices.com.au
What does Strategic Wealth Services do?

Strategic Wealth Services is a Melbourne-based team of financial planning, business, accounting, tax, and superannuation experts dedicated to helping clients achieve and maintain their desired lifestyle since 1984. They offer a range of services including wealth creation and protection, retirement planning, estate planning, business advice, account... ing and tax services, and self-managed super funds. The company prides itself on providing cost-effective and practical financial advice tailored to individual client needs. Their mission is to ensure financial success for their clients by understanding their unique aspirations and goals.Read More

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

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