


Foundation Wealth Advisers
Financial Services • Hobart, Tasmania, Australia • 1-10 Employees
Company overview
| Headquarters | 1/9 Scott Street, BELLERIVE, TAS 7018, AU |
| Phone number | +6149134620349 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Wealth Creation, Retirement Planning, Reverse Mortgages, Estate Planning, Aged Care, Self-Managed Superannuation Funds, Direct Equities, Risk Management - Personal & Business |
| Employees | 1-10 |
Key Contact at Foundation Wealth Advisers
Stuart Bale
Director, Principal
Foundation Wealth Advisers Email Formats
Foundation Wealth Advisers uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@fwagroup.com.au), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@fwagroup.com.au | 100% |
About Foundation Wealth Advisers
"A Lifetime of Financial Care" We, the team at Foundation Wealth Advisers pride ourselves in providing a personalised and professional service to you, our clients. Whether you are just starting your working life, going through one of life's many challenges, getting married, having children, purchasing a home, going through a redundancy, retiring or entering yourself or a family member into an Aged Care facility, we are here to help you understand and make the most of your situation. We care; we genuinely understand the magnitude of financial decisions; and we will take the time to work through your concerns with you. We take an interest in you and your family, and we are there for you whenever you need our help. • We will take the time to listen, know and understand your needs. • You can have confidence and trust that your problems will be solved in a way you understand. • We will give you a clear and concise plan for your financial future, offering solutions and giving clarity and direction. • We are thorough in everything we do, alleviating your stress and concern. • You will never feel like a number. Our relationship is with you, not a file. • We build our business on ongoing relationships. We will help you to feel relaxed and confident at all stages of our dealings. Financial Services & Credit Guide: http://www.fwagroup.com.au/fscg Foundation Wealth Advisers Pty Limited (ABN 49 134 620 349) trading as Foundation Wealth Advisers is an authorised representative of Charter Financial Planning Ltd ABN 35 002 976 294, Australian Financial Services Licence and Australian Credit Licence No. 234665
Foundation Wealth Advisers revenue & valuation
| Annual revenue | $513,330 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,700,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Foundation Wealth Advisers has 4 employees across 3 departments.
Departments
Number of employees
Funding Data
Foundation Wealth Advisers has never raised funding before.
Frequently asked questions
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