WSPartners

Finance · Australia · 11-50 Employees

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Overview

Headquarters

204 Allan St, Kyabram, Victoria, 3620, A...

Phone Number

+61 358512000

Revenue

$5.3 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
Mar
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Jun
ZI Rank
1
2
1
1
1
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About WSPartners

Wealth Solutions Partners is a financial services and life insurance broker that offers a range of services including investment advice, retirement planning, and estate planning. They cater to individuals at various life stages, providing tailored financial strategies to help clients build, grow, and protect their wealth. Their target clients include young people starting their financial journey, mid-life individuals preparing for retirement, and retirees seeking to preserve their assets. The company emphasizes personalized financial coaching to assist clients in achieving their financial goals and navigating life's changes.Explore more
WSPartners's Social MediaPopular SearchesWSPartnersWealth Solution PartnersWealth Solutions Partners Pty LtdWealth Solution Partners Kyabramcom WealthSolutionPartnersKyabramSIC Code 62,628NAICS Code 52,523Show more

WSPartners Org Chart

PhoneEmail
TB
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Director and Financial Planner

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CB
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Para Planner

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DP
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Financial Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

WSPartners

$5.3M
11-50
Private
-
2001
TB
Trevor BassettDirector and Financial Planner
<$5M
1-10
Private
-
1996
MB
Melissa BlematlOffice Manager
<$5M
11-50
Private
-
2004
DS
Daniel SgroAssociate Adviser
<$5M
1-10
Private
-
-
KM
Karen McMackinClient Service Manager
<$5M
1-10
Private
-
2008
N/A
<$5M
1-10
Private
-
2012
N/A
<$5M
1-10
Private
-
-
DW
Dishna WijenayakeFinancial Advisor
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

WSPartners Tech Stack

A closer look at the technologies used by WSPartners

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Frequently Asked Questions Regarding WSPartners

What is WSPartners's official website?
WSPartners's official website is www.wspartners.com.au
What is WSPartners's Revenue?
WSPartners's revenue is $5.3 Million
What is WSPartners's SIC code?
WSPartners's SIC: 62,628
What is WSPartners's NAICS code?
WSPartners's NAICS: 52,523
How many employees does WSPartners have?
WSPartners has 11-50 employees
What industry does WSPartners belong to?
WSPartners is in the industry of: Finance, Insurance, Securities Trading
What is WSPartners competition?
WSPartners top competitors include: Chris Humphrey Private Wealth Management, Brillo Wealth Management, Bastion Wealth, Mint Financial Planning
What technology does WSPartners use?
Some of the popular technologies that WSPartners uses are: WooCommerce, WordPress.org, PHP, Google Font API
How do I contact WSPartners?
WSPartners contact info: Phone number: +61 358512000 Website: www.wspartners.com.au
What does WSPartners do?

Wealth Solutions Partners is a financial services and life insurance broker that offers a range of services including investment advice, retirement planning, and estate planning. They cater to individuals at various life stages, providing tailored financial strategies to help clients build, grow, and protect their wealth. Their target clients inclu... de young people starting their financial journey, mid-life individuals preparing for retirement, and retirees seeking to preserve their assets. The company emphasizes personalized financial coaching to assist clients in achieving their financial goals and navigating life's changes.Read More

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

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