Wick Financial

Finance · Australia · 1-10 Employees

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Overview

Headquarters

44 Lakeview Dr Ste 544, Scoresby, Victor...

Phone Number

+61 370678616

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About Wick Financial

Wick Financial specializes in helping individuals and families build generational wealth through strategic financial planning and investment management. Their services include smart investing, tax strategies, and long-term planning aimed at ensuring financial success is sustained and passed down through generations. The company focuses on a select group of clients, accepting only a limited number of new clients each year to provide personalized and dedicated service. Wick Financial emphasizes a partnership approach, prioritizing the unique needs and circumstances of each client.Explore more
Wick Financial's Social MediaPopular SearchesWick FinancialWick Financial Pty LtdSIC Code 62,628NAICS Code 52,523Show more

Wick Financial Org Chart

PhoneEmail
SW
Australia flag for contact location.

Financial Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Wick Financial

<$5M
1-10
Private
-
-
SW
Sheshan WickramageFinancial Advisor
<$5M
1-10
Private
-
-
EJ
Emma JanssenManager, Client Services
<$5M
1-10
Private
-
2021
JC
Jace CordellFounder & Financial Chief & Advisor
<$5M
1-10
Private
-
2005
JL
Jin LiPractice Manager
<$5M
1-10
Private
-
2002
PS
Pedram SalamiDirector and Financial Adviser
<$5M
1-10
Private
-
-
DM
David McnivenPrincipal and Founder
<$5M
1-10
Private
-
-
JM
Joanna McCreeryFinancial Advisor
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

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Activity Insights

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

What does this means?

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

Wick Financial Tech Stack

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Frequently Asked Questions Regarding Wick Financial

What is Wick Financial's official website?
Wick Financial's official website is www.wickfinancial.com.au
What is Wick Financial's Revenue?
Wick Financial's revenue is <$5 Million
What is Wick Financial's SIC code?
Wick Financial's SIC: 62,628
What is Wick Financial's NAICS code?
Wick Financial's NAICS: 52,523
How many employees does Wick Financial have?
Wick Financial has 1-10 employees
What industry does Wick Financial belong to?
Wick Financial is in the industry of: Finance, Securities Trading
What is Wick Financial competition?
Wick Financial top competitors include: Profectus Financial Partners, Future Wealth Planners, iChart, Steel Lake Advisory Services
What technology does Wick Financial use?
Some of the popular technologies that Wick Financial uses are: WordPress.org, PHP, Google Font API, Google Workspace
How do I contact Wick Financial?
Wick Financial contact info: Phone number: +61 370678616 Website: www.wickfinancial.com.au
What does Wick Financial do?

Wick Financial specializes in helping individuals and families build generational wealth through strategic financial planning and investment management. Their services include smart investing, tax strategies, and long-term planning aimed at ensuring financial success is sustained and passed down through generations. The company focuses on a select... group of clients, accepting only a limited number of new clients each year to provide personalized and dedicated service. Wick Financial emphasizes a partnership approach, prioritizing the unique needs and circumstances of each client.Read More

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

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