Vantage Wealth Management

Finance · Australia · 11-50 Employees

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Overview

Headquarters

16 Parliament Pl L 2, West Perth, Wester...

Phone Number

+61 892155000

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
2
1
1
1
1
1

About Vantage Wealth Management

Vantage Wealth Management Perth specializes in providing customized financial advice and portfolio strategies tailored to clients' experiences and aspirations. They offer a range of services including superannuation advice, retirement planning, insurance solutions, and estate management. The firm is dedicated to delivering high-quality, objective financial advice and is recognized for its client satisfaction. With a team of 30 professionals, Vantage prioritizes integrity, transparency, and personalized service to enhance clients' financial well-being.Explore more
Vantage Wealth Management's Social MediaPopular SearchesVantage Wealth ManagementVantage Wealth Management Pty LtdVWM Financial Services Pty LtdVantage Marketing Services Pty LtdVantage Wealth Management PerthSIC Code 62,628NAICS Code 52,523Show more

Vantage Wealth Management Org Chart

PhoneEmail
BD
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Managing Director

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MM
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Executive Director

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Vantage Wealth Management

<$5M
11-50
Private
-
2008
BD
Ben DevenishManaging Director
$5M
11-50
Private
-
1996
SW
Stephanie WooGeneral Manager
<$5M
1-10
Private
-
1997
PB
Pamela BisaroPractice Manager
<$5M
11-50
Private
-
2015
DB
Damien BasileDirector and Financial Planner
<$5M
1-10
Private
-
2010
SK
Saba KarimiJunior ParaPlanner
<$5M
1-10
Private
-
2014
SC
Sophie ClarkeClient Services Officer
<$5M
1-10
Private
-
-
JS
Jason SchupeliusManager, Compliance
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Vantage Wealth Management Tech Stack

A closer look at the technologies used by Vantage Wealth Management

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Frequently Asked Questions Regarding Vantage Wealth Management

What is Vantage Wealth Management's official website?
Vantage Wealth Management's official website is www.vantagewm.com.au
What is Vantage Wealth Management's Revenue?
Vantage Wealth Management's revenue is <$5 Million
What is Vantage Wealth Management's SIC code?
Vantage Wealth Management's SIC: 62,628
What is Vantage Wealth Management's NAICS code?
Vantage Wealth Management's NAICS: 52,523
How many employees does Vantage Wealth Management have?
Vantage Wealth Management has 11-50 employees
What industry does Vantage Wealth Management belong to?
Vantage Wealth Management is in the industry of: Finance, Securities Trading
What is Vantage Wealth Management competition?
Vantage Wealth Management top competitors include: Verdure Financial Planning Solutions, Core Financial Services, Intergenerational Wealth, Platinum Strategies
What technology does Vantage Wealth Management use?
Some of the popular technologies that Vantage Wealth Management uses are: Cloudflare Rocket Loader, WooCommerce, WordPress.org, reCAPTCHA
How do I contact Vantage Wealth Management?
Vantage Wealth Management contact info: Phone number: +61 892155000 Website: www.vantagewm.com.au
What does Vantage Wealth Management do?

Vantage Wealth Management Perth specializes in providing customized financial advice and portfolio strategies tailored to clients' experiences and aspirations. They offer a range of services including superannuation advice, retirement planning, insurance solutions, and estate management. The firm is dedicated to delivering high-quality, objective f... inancial advice and is recognized for its client satisfaction. With a team of 30 professionals, Vantage prioritizes integrity, transparency, and personalized service to enhance clients' financial well-being.Read More

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

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