WealthPartners Financial Solutions

Finance · Australia · 11-50 Employees

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Overview

Headquarters

68 Alfred St L 8, Milsons Point, New Sou...

Phone Number

+61 1300001988

Revenue

$5.5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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May
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ZI Rank
1
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About WealthPartners Financial Solutions

WealthPartners Financial Solutions provides financial advice aimed at growing and protecting clients' wealth while helping them navigate financial complexities in their lives. They focus on empowering clients to achieve clear goals, maintain control over finances, and create a lasting legacy for future generations. The company has over 30 years of experience building long-term relationships with clients through personalized service and expert financial planners. Their intended clients include busy professionals, those in the sandwich generation, and individuals looking to make significant life changes with confidence.Explore more
WealthPartners Financial Solutions's Social MediaPopular SearchesWealthPartners Financial Solutions Pty LtdWealthPartners Financial SolutionsWealthPartnersSydney's , WealthPartners Financial SolutionsWealthPartners Financial Solutions - Pty LtdSIC Code 62,628NAICS Code 52,523Show more

WealthPartners Financial Solutions Org Chart

PhoneEmail
CY
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Manager, Administration

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Administrative Receptionist

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

WealthPartners Financial ...

$5.5M
11-50
Private
-
2000
CY
Christine YoungmanManager, Administration
$5.1M
1-10
Private
-
2016
N/A
$5.1M
11-50
Private
-
-
CS
Clarissa SwaneyClient Engagement Star
<$5M
11-50
Private
-
1999
N/A
<$5M
1-10
Private
-
2015
PS
Phillip SgangarellaManaging Director and Senior Financial Adviser
<$5M
1-10
Private
-
-
DM
David McnivenPrincipal and Founder
<$5M
1-10
Private
-
2017
LM
Lachlan MahonFinancial Executive & Planner
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

WealthPartners Financial Solutions Tech Stack

A closer look at the technologies used by WealthPartners Financial Solutions

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Frequently Asked Questions Regarding WealthPartners Financial Solutions

What is WealthPartners Financial Solutions's official website?
WealthPartners Financial Solutions's official website is www.wealthpartners.net.au
What is WealthPartners Financial Solutions's Revenue?
WealthPartners Financial Solutions's revenue is $5.5 Million
What is WealthPartners Financial Solutions's SIC code?
WealthPartners Financial Solutions's SIC: 62,628
What is WealthPartners Financial Solutions's NAICS code?
WealthPartners Financial Solutions's NAICS: 52,523
How many employees does WealthPartners Financial Solutions have?
WealthPartners Financial Solutions has 11-50 employees
What industry does WealthPartners Financial Solutions belong to?
WealthPartners Financial Solutions is in the industry of: Finance, Securities Trading
What is WealthPartners Financial Solutions competition?
WealthPartners Financial Solutions top competitors include: Hillross Financial, FinFit Wealth Solutions, Arco Advisory, iChart
What technology does WealthPartners Financial Solutions use?
Some of the popular technologies that WealthPartners Financial Solutions uses are: WordPress.org, PHP, MailChimp, Microsoft 365
How do I contact WealthPartners Financial Solutions?
WealthPartners Financial Solutions contact info: Phone number: +61 1300001988 Website: www.wealthpartners.net.au
What does WealthPartners Financial Solutions do?

WealthPartners Financial Solutions provides financial advice aimed at growing and protecting clients' wealth while helping them navigate financial complexities in their lives. They focus on empowering clients to achieve clear goals, maintain control over finances, and create a lasting legacy for future generations. The company has over 30 years of... experience building long-term relationships with clients through personalized service and expert financial planners. Their intended clients include busy professionals, those in the sandwich generation, and individuals looking to make significant life changes with confidence.Read More

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

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