Wotherspoon Wealth

Finance · Australia · 11-50 Employees

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Overview

Headquarters

2/73 Hartley St, Alice Springs, Northern...

Phone Number

+39 872265391

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Wotherspoon Wealth

Perks Private Wealth specializes in wealth management and financial planning, offering expert services such as superannuation, investment management, and accounting. With over 40 years of experience in Adelaide, they focus on providing tailored, client-centric advice to private clients, associations, and not-for-profit organizations. Their team of accredited professionals works collaboratively to align clients' financial affairs with their unique goals, delivering high-quality, objective financial advice. Perks Private Wealth also provides access to exclusive investment opportunities and institutional-grade management for direct Australian equity portfolios.Explore more
Wotherspoon Wealth's Social MediaPopular SearchesWotherspoon Wealth Pty LtdWotherspoon WealthGlen Osmond SAPerks Private WealthSIC Code 62,628NAICS Code 52,523Show more

Wotherspoon Wealth Org Chart

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JD
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Group Financial Controller

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SH
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Associate Director

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PN
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Director, Senior Financial Planner

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Wotherspoon Wealth

<$5M
11-50
Private
-
2010
JD
Jenny DunnGroup Financial Controller
$5.1M
1-10
Private
-
2016
N/A
<$5M
11-50
Private
-
-
DH
Darren HowardDirector, Financial & Planner & Smsf Specialist
<$5M
1-10
Private
-
-
KM
Karen McMackinClient Service Manager
<$5M
1-10
Private
-
2013
N/A
<$5M
1-10
Private
-
2010
TH
Tony HawkinsDirector, Financial & Planner
<$5M
1-10
Private
-
-
JM
Joanna McCreeryFinancial Advisor
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Wotherspoon Wealth News & Media

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Frequently Asked Questions Regarding Wotherspoon Wealth

What is Wotherspoon Wealth's official website?
Wotherspoon Wealth's official website is www.wotherspoonwealth.com.au
What is Wotherspoon Wealth's Revenue?
Wotherspoon Wealth's revenue is <$5 Million
What is Wotherspoon Wealth's SIC code?
Wotherspoon Wealth's SIC: 62,628
What is Wotherspoon Wealth's NAICS code?
Wotherspoon Wealth's NAICS: 52,523
How many employees does Wotherspoon Wealth have?
Wotherspoon Wealth has 11-50 employees
What industry does Wotherspoon Wealth belong to?
Wotherspoon Wealth is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Wotherspoon Wealth competition?
Wotherspoon Wealth top competitors include: Majella Wealth Advisers, Sterling Advice, Merit Wealth, Merit Wealth
What companies has Wotherspoon Wealth acquired?
Wotherspoon Wealth has acquired the companies: Perks Foundation, Wotherspoon Wealth
How do I contact Wotherspoon Wealth?
Wotherspoon Wealth contact info: Phone number: +39 872265391 Website: www.wotherspoonwealth.com.au
What does Wotherspoon Wealth do?

Perks Private Wealth specializes in wealth management and financial planning, offering expert services such as superannuation, investment management, and accounting. With over 40 years of experience in Adelaide, they focus on providing tailored, client-centric advice to private clients, associations, and not-for-profit organizations. Their team of... accredited professionals works collaboratively to align clients' financial affairs with their unique goals, delivering high-quality, objective financial advice. Perks Private Wealth also provides access to exclusive investment opportunities and institutional-grade management for direct Australian equity portfolios.Read More

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

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