TB Wealth Solutions

Finance · Australia · 1-10 Employees

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Overview

Headquarters

L 1 12-16 President Ave, Caringbah, New ...

Phone Number

+61 285253939

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1

About TB Wealth Solutions

Tony was born in England and emigrated with his parents in 1982 to Perth in WA. After completing high school and gaining a Business Degree from Edith Cowan University in 1987 (just after the 87 crash), Tony started his working life in Retail Management. In 1992, after 4 years, he moved to Sydney and commenced his career in Financial Services with National Mutual. Over the next 18 months Tony learnt a great deal about the industry and the development of Financial Planning. In September 1993 Tony joined the firm White Robinson and helped take it from a small insurance and superannuation business to a well-respected, Top 5 Independent Financial Adviser Practice in 2002. White Robinson continued to develop and Tony was instrumental in the business getting its own Australian Financial Services Licence in 2004. In mid 2005 Tony took over as Senior Partner and steered the firms clients through the Global Financial Crisis. In 2012 White Robinson was acquired by another Financial Planning firmRead more
TB Wealth Solutions's Social MediaPopular SearchesTB Wealth Solutions Pty LtdWww TbwealthsolutionsSIC Code 62,628NAICS Code 52,523Show more

TB Wealth Solutions Org Chart

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AW
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

TB Wealth Solutions

<$5M
1-10
Private
-
-
<$5M
11-50
Private
-
2010
<$5M
1-10
Private
-
-
AW
Andrew WeaverPractice Principal
<$5M
1-10
Private
-
-
KM
Karen McMackinClient Service Manager
<$5M
1-10
Private
-
2013
MM
Marcus MagnanoFinancial Associate & Advisor
<$5M
1-10
Private
-
-
LF
Lisa FaddyFinancial Advisor
<$5M
1-10
Private
-
-
DB
Dustin BartholomewDirector, Financial & Advisor
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

TB Wealth Solutions Tech Stack

A closer look at the technologies used by TB Wealth Solutions

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Frequently Asked Questions Regarding TB Wealth Solutions

What is TB Wealth Solutions's official website?
TB Wealth Solutions's official website is www.tbwealthsolutions.com.au
What is TB Wealth Solutions's Revenue?
TB Wealth Solutions's revenue is <$5 Million
What is TB Wealth Solutions's SIC code?
TB Wealth Solutions's SIC: 62,628
What is TB Wealth Solutions's NAICS code?
TB Wealth Solutions's NAICS: 52,523
How many employees does TB Wealth Solutions have?
TB Wealth Solutions has 1-10 employees
What industry does TB Wealth Solutions belong to?
TB Wealth Solutions is in the industry of: Finance, Securities Trading
What is TB Wealth Solutions competition?
TB Wealth Solutions top competitors include: Wotherspoon Wealth, Sterling Advice, MBA Wealth Solutions, Super Focus
What technology does TB Wealth Solutions use?
Some of the popular technologies that TB Wealth Solutions uses are: Squarespace Online Stores, Adobe Typekit, Microsoft 365, Squarespace
How do I contact TB Wealth Solutions?
TB Wealth Solutions contact info: Phone number: +61 285253939 Website: www.tbwealthsolutions.com.au
What does TB Wealth Solutions do?

Tony was born in England and emigrated with his parents in 1982 to Perth in WA. After completing high school and gaining a Business Degree from Edith Cowan University in 1987 (just after the 87 crash), Tony started his working life in Retail Management. In 1992, after 4 years, he moved to Sydney and commenced his career in Financial Services with N... ational Mutual. Over the next 18 months Tony learnt a great deal about the industry and the development of Financial Planning. In September 1993 Tony joined the firm White Robinson and helped take it from a small insurance and superannuation business to a well-respected, Top 5 Independent Financial Adviser Practice in 2002. White Robinson continued to develop and Tony was instrumental in the business getting its own Australian Financial Services Licence in 2004. In mid 2005 Tony took over as Senior Partner and steered the firms clients through the Global Financial Crisis. In 2012 White Robinson was acquired by another Financial Planning firm keen to expand and looking for quality businesses. Tony brought invaluable experience to this new company and was part of a successful management team until he resigned in late 2015. By this stage Tony had been working for well over 20 years and decided it was time to regroup and plan for the next 20 years. After 6 months gardening leave and looking at various options and avenues, Tony established TB Wealth Solutions. With vast experience in the industry and through various market cycles, Tony has always put his clients interests first. Tony has renewed his passion for achieving the best interests for clients, in an industry where this is often given lip service. Tony is embarking on this new venture to ensure his clients get the experience, guidance and old fashioned service they deserve, not just a number and an email address. Tony is supported by his partner Lisa and his 2 children Ashleigh and Claire. A low handicap golfer (3), he is currently the Captain of Killara Golf Club and spends most of his spare time either with his ...Read More

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

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