Wilson HTM

Finance · Australia · 51-200 Employees

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Overview

Headquarters

71 Eagle St, Brisbane, Queensland, 4000,...

Phone Number

+61 732121333

Revenue

$5.4 Million

Industry

Finance Securities Trading Lending & Brokerage
ZI Rank: 1
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ZI Rank
1
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About Wilson HTM

Wilson HTM is a privately owned financial services house comprised of three main client-focused teams - Private Wealth Management catering to our personal and high net worth clients; Corporate & Institutional catering to our corporate clients and Research team who support both our Private Wealth Management and Corporate & Institutional businesses. Wilson HTM Private Wealth Management provides a range of tailored, personal financial services. We give you access to some of Australia's leading investment, financial planning, research and corporate finance professionals. Our investment advisory team takes the time to clearly understand your goals and needs and provide advice on, or manage on your behalf, investment portfolios tailored and professionally managed in accordance with those goals. With a 120 year history in stockbroking Wilson HTM is a longstanding specialist in Australian equities and provides expert advice across a range of investments. These include Australian and internatioRead more
Wilson HTM's Social MediaPopular SearchesWilson HTM LtdWilsonsWilsonhtmWilson HTM Investment GroupWilson HtmSIC Code 62,628NAICS Code 52,523Show more

Wilson HTM Org Chart

PhoneEmail
SS
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Chief Financial Officer & Company Secretary

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TC
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Chief Financial Officer

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ST
Australia flag for contact location.

Associate Director, Corporate Finance

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CH
Australia flag for contact location.

Private Wealth Management Brisbane Head

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Wilson HTM

$5.4M
51-200
Private
-
1895
SS
Shaun SandersChief Financial Officer & Company Secretary
$127.9M
201-500
Private
-
1987
GK
George KingsleyChief Financial Officer
$64M
201-500
Private
-
1860
KM
Karl MorrisCEO & Managing Director
$22.7M
51-200
Private
-
2008
NR
Nicholas RevisCEO, Elston Asset Management
$17.1M
51-200
Private
-
2011
PD
Peter DurbinFounder & Managing Director
$16.7M
51-200
Private
-
1899
$13.8M
51-200
Private
-
1981
JR
John RobinsonState Manager
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Wilson HTM is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Wilson HTM Tech Stack

A closer look at the technologies used by Wilson HTM

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Frequently Asked Questions Regarding Wilson HTM

What is Wilson HTM's official website?
Wilson HTM's official website is www.wilsonhtm.com.au
What is Wilson HTM's Revenue?
Wilson HTM's revenue is $5.4 Million
What is Wilson HTM's SIC code?
Wilson HTM's SIC: 62,628
What is Wilson HTM's NAICS code?
Wilson HTM's NAICS: 52,523
How many employees does Wilson HTM have?
Wilson HTM has 51-200 employees
What industry does Wilson HTM belong to?
Wilson HTM is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Wilson HTM competition?
Wilson HTM top competitors include: Ord Minnett, TNR Wealth Management, Elston, Oracle Advisory Group
What companies has Wilson HTM acquired?
Wilson HTM has acquired the companies: Statton
What technology does Wilson HTM use?
Some of the popular technologies that Wilson HTM uses are: reCAPTCHA, Google Universal Analytics, Connectifier, LinkedIn Ads
Who is the CFO of Wilson HTM?
Wilson HTM's CFO is Shaun Sanders
How do I contact Wilson HTM?
Wilson HTM contact info: Phone number: +61 732121333 Website: www.wilsonhtm.com.au
What does Wilson HTM do?

Wilson HTM is a privately owned financial services house comprised of three main client-focused teams - Private Wealth Management catering to our personal and high net worth clients; Corporate & Institutional catering to our corporate clients and Research team who support both our Private Wealth Management and Corporate & Institutional businesses.... Wilson HTM Private Wealth Management provides a range of tailored, personal financial services. We give you access to some of Australia's leading investment, financial planning, research and corporate finance professionals. Our investment advisory team takes the time to clearly understand your goals and needs and provide advice on, or manage on your behalf, investment portfolios tailored and professionally managed in accordance with those goals. With a 120 year history in stockbroking Wilson HTM is a longstanding specialist in Australian equities and provides expert advice across a range of investments. These include Australian and international shares, bonds and fixed interest, listed and unlisted property, cash, managed funds and alternate assets. Our financial planners focus on providing clients with bespoke wealth creation, retirement planning and tax minimisation strategies through the selection of tax entities, including self-managed superannuation funds. Our financial planners and investment advisers are experienced and highly qualified, giving our clients confidence that they are partnering with an adviser who is knowledgeable and acts with the highest ethical standards. Importantly, we can offer balanced advice on the best investments for you, whatever they may be.Read More

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

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