Wealth Connexion

Finance · Australia · 11-50 Employees

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Overview

Headquarters

35 Cairns St, Kangaroo Point, Queensland...

Phone Number

+61 738915666

Revenue

<$5 Million

Industry

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

About Wealth Connexion

Wealth Connexion is a leading financial advisory firm based in Brisbane, specializing in personalized financial planning and wealth management services. They offer a range of services including wealth creation, superannuation, risk protection, income streams, and aged care financial advice. Their target clients include individuals and families seeking tailored financial strategies to enhance their financial well-being and secure their future. The company prides itself on building long-term relationships with clients, ensuring they receive expert guidance and support throughout their financial journey.Explore more
Wealth Connexion's Social MediaPopular SearchesWealth Connexion Pty LtdWealth ConnexionWealth Connexion Mortgage ServicesThe trustee for Wealth Connexion Unit TrustWealth Connexion Mortgage Services Pty LtdSIC Code 62,628NAICS Code 52,523Show more

Wealth Connexion Org Chart

PhoneEmail
YP
Australia flag for contact location.

Practice Manager

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Wealth Connexion

<$5M
11-50
Private
-
2007
YP
Ynes PerrinPractice Manager
$5.1M
1-10
Private
-
2016
N/A
<$5M
11-50
Private
-
-
EL
Eujoon LimFinancial Advisor
<$5M
1-10
Private
-
2008
BT
Ben TorresFinancial Associate & Planner
<$5M
1-10
Private
-
2012
N/A
<$5M
1-10
Private
-
-
CH
Craig HewettAuthorised Representative of Consultum and CFP and Dip FP and GradDipFinPlan
<$5M
1-10
Private
-
1988
MC
Monica ChristodoulouClient Service Officer
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Wealth Connexion Tech Stack

A closer look at the technologies used by Wealth Connexion

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Frequently Asked Questions Regarding Wealth Connexion

What is Wealth Connexion's official website?
Wealth Connexion's official website is www.wealthconnexion.com.au
What is Wealth Connexion's Revenue?
Wealth Connexion's revenue is <$5 Million
What is Wealth Connexion's SIC code?
Wealth Connexion's SIC: 62,628
What is Wealth Connexion's NAICS code?
Wealth Connexion's NAICS: 52,523
How many employees does Wealth Connexion have?
Wealth Connexion has 11-50 employees
What industry does Wealth Connexion belong to?
Wealth Connexion is in the industry of: Finance, Securities Trading
What is Wealth Connexion competition?
Wealth Connexion top competitors include: Chris Humphrey Private Wealth Management, HUB Financial Advice, Durand Financial Services, Concurrence Financial Planning
What technology does Wealth Connexion use?
Some of the popular technologies that Wealth Connexion uses are: WordPress.org, reCAPTCHA, PHP, Bitly
How do I contact Wealth Connexion?
Wealth Connexion contact info: Phone number: +61 738915666 Website: www.wealthconnexion.com.au
What does Wealth Connexion do?

Wealth Connexion is a leading financial advisory firm based in Brisbane, specializing in personalized financial planning and wealth management services. They offer a range of services including wealth creation, superannuation, risk protection, income streams, and aged care financial advice. Their target clients include individuals and families seek... ing tailored financial strategies to enhance their financial well-being and secure their future. The company prides itself on building long-term relationships with clients, ensuring they receive expert guidance and support throughout their financial journey.Read More

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

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