Wealthy Self

Finance · Australia · 1-10 Employees

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Overview

Headquarters

PO Box 33, Wilston, Queensland, 4051, Au...

Phone Number

+61 468554619

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Wealthy Self

Wealthy Self is a financial planning service dedicated to empowering Gen Y and Millennials, particularly young professional families, to achieve financial security and flexibility. They offer personalized financial advice and planning services that focus on family financial goals, cash flow management, debt reduction, and investment strategies. The team, comprised of Gen Y and Millennials, understands the unique challenges faced by their clients and aims to simplify financial management, allowing families to spend more time together. Wealthy Self is committed to helping clients navigate their financial futures with confidence and clarity.Explore more
Wealthy Self's Social MediaPopular SearchesWealthy Self Pty LtdWealthy SelfSIC Code 62,628NAICS Code 52,523Show more

Wealthy Self Org Chart

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DC
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Financial Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Wealthy Self

<$5M
1-10
Private
-
2017
DC
David CurrieFinancial Advisor
<$5M
1-10
Private
-
2013
KS
Kirsty SymonsClient Service Manager
<$5M
1-10
Private
-
2005
JL
Jin LiPractice Manager
<$5M
1-10
Private
-
2015
PS
Phillip SgangarellaManaging Director and Senior Financial Adviser
<$5M
1-10
Private
-
-
PQ
Paul QuierosFinancial Planner
<$5M
1-10
Private
-
-
Abby Lockyer, Chief Operations Officer at MW Wealth Management
Abby LockyerChief Operations Officer
Illustration of an envelope

Wealthy Self Tech Stack

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Frequently Asked Questions Regarding Wealthy Self

What is Wealthy Self's official website?
Wealthy Self's official website is www.wealthyself.com.au
What is Wealthy Self's Revenue?
Wealthy Self's revenue is <$5 Million
What is Wealthy Self's SIC code?
Wealthy Self's SIC: 62,628
What is Wealthy Self's NAICS code?
Wealthy Self's NAICS: 52,523
How many employees does Wealthy Self have?
Wealthy Self has 1-10 employees
What industry does Wealthy Self belong to?
Wealthy Self is in the industry of: Finance, Securities Trading
What is Wealthy Self competition?
Wealthy Self top competitors include: PlanActive, FinFit Wealth Solutions, MW Wealth Management, Centaur Financial Services
What technology does Wealthy Self use?
Some of the popular technologies that Wealthy Self uses are: WooCommerce, WordPress.org, reCAPTCHA, PHP
How do I contact Wealthy Self?
Wealthy Self contact info: Phone number: +61 468554619 Website: www.wealthyself.com.au
What does Wealthy Self do?

Wealthy Self is a financial planning service dedicated to empowering Gen Y and Millennials, particularly young professional families, to achieve financial security and flexibility. They offer personalized financial advice and planning services that focus on family financial goals, cash flow management, debt reduction, and investment strategies. The... team, comprised of Gen Y and Millennials, understands the unique challenges faced by their clients and aims to simplify financial management, allowing families to spend more time together. Wealthy Self is committed to helping clients navigate their financial futures with confidence and clarity.Read More

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

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