Wealth Shield

Finance · Australia · 1-10 Employees

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Overview

Headquarters

1-140 Upper Heidelberg Rd, Ivanhoe, Vict...

Phone Number

+61 394972399

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 Shield

Wealth Shield Pty Ltd offers financial planning services aimed at helping individuals achieve their personal and financial goals. Their services include assistance with budgeting, saving for significant purchases, property buying, family planning, retirement preparation, and starting a small business. The company targets clients who are looking for professional financial support to gain control over their finances and plan for a better future. With a focus on personalized advice, they guide clients through exploring, planning, and tracking their financial objectives.Explore more
Wealth Shield's Social MediaPopular SearchesWealth Shield Pty LtdWealth ShieldWealthshield CoSIC Code 62,628NAICS Code 52,523Show more

Wealth Shield Org Chart

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CV
Australia flag for contact location.

Senior Financial Advisor & Director

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AM
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Financial Advisor

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JT
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Financial Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Wealth Shield

<$5M
1-10
Private
-
-
CV
Con VoulgarisSenior Financial Advisor & Director
$7.1M
11-50
Private
-
-
PT
Prashanth ThotaManaging Director
<$5M
1-10
Private
-
2005
DF
Debra FawcettClient Relationship Manager
<$5M
1-10
Private
-
2013
SJ
Sasho JovancevskiManaging Director
<$5M
1-10
Private
-
2011
BA
Brendan AkeroydFinancial Advisor & Managing Director
<$5M
1-10
Private
-
-
LR
Lance RowlandsDirector, Financial & Planner & Mortgage Broker
<$5M
1-10
Private
-
2017
EG
Ervyn GregorieDirector, Operations Client Services & Lead Advisor
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Wealth Shield Tech Stack

A closer look at the technologies used by Wealth Shield

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Frequently Asked Questions Regarding Wealth Shield

What is Wealth Shield's official website?
Wealth Shield's official website is www.wealthshield.com.au
What is Wealth Shield's Revenue?
Wealth Shield's revenue is <$5 Million
What is Wealth Shield's SIC code?
Wealth Shield's SIC: 62,628
What is Wealth Shield's NAICS code?
Wealth Shield's NAICS: 52,523
How many employees does Wealth Shield have?
Wealth Shield has 1-10 employees
What industry does Wealth Shield belong to?
Wealth Shield is in the industry of: Finance, Securities Trading
What is Wealth Shield competition?
Wealth Shield top competitors include: SMJ Financial Services, Wealth Directions Financial Strategists, Distinct Wealth, GrowUp Financial
What technology does Wealth Shield use?
Some of the popular technologies that Wealth Shield uses are: reCAPTCHA, Google Custom Search, Cloudflare CDN, Canvas
How do I contact Wealth Shield?
Wealth Shield contact info: Phone number: +61 394972399 Website: www.wealthshield.com.au
What does Wealth Shield do?

Wealth Shield Pty Ltd offers financial planning services aimed at helping individuals achieve their personal and financial goals. Their services include assistance with budgeting, saving for significant purchases, property buying, family planning, retirement preparation, and starting a small business. The company targets clients who are looking for... professional financial support to gain control over their finances and plan for a better future. With a focus on personalized advice, they guide clients through exploring, planning, and tracking their financial objectives.Read More

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

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