MBA Wealth Solutions
Financial Services • 
Bathurst, New South Wales, Australia • 1-10 Employees
Company overview
| Headquarters | 195 Russell St, Bathurst, New South Wales 2795, AU |
| Phone number | +61263311192 |
| Website | |
| NAICS | 52 |
| SIC | 874 |
| Keywords | Superannuation, Estate Planning, Retirement Planning, Financial Advice, Personal Insurance, Investment Advice, Smsf, Wealth Accumulation, Aged Care Advice, Debt Reduction Strategies, Portfolio Review Services |
| Employees | 1-10 |
Key Contacts at MBA Wealth Solutions
Dustin Bartholomew
Director, Financial Adviser
Andrew Travis
Director & Financial Adivsor
MBA Wealth Solutions Email Formats
MBA Wealth Solutions uses 2 email formats. The most common is {first initial} (e.g., j@mbawealthsolutions.com.au), used 50% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@mbawealthsolutions.com.au | 50% |
{first name} | john@mbawealthsolutions.com.au | 50% |
About MBA Wealth Solutions
MBA Wealth Solutions are renowned for our expertise and approachable method of working with clients. We work tirelessly to deliver a full range of high quality financial planning services, regardless of where you are at in your life. Operating under our own licence, we provide transparent, holistic advice that ensures the best result for you - every time. We provide personal advice and assistance in the following areas: Planning for and Transitioning to Retirement Guidance through the Retirement phase Centrelink entitlement maximisation Estate planning strategies - transferring wealth to your family Establishment and ongoing review of investment portfolios Starting out as a new investor Getting your finances in shape Superannuation planning and strategies Protecting your family and income – Life, Disability, Income Protection and Trauma
MBA Wealth Solutions 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
MBA Wealth Solutions has 5 employees across 2 departments.
Departments
Number of employees
Funding Data
MBA Wealth Solutions has never raised funding before.
MBA Wealth Solutions Tech Stack
Discover the technologies and tools that power MBA Wealth Solutions's digital infrastructure, from frameworks to analytics platforms.
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Programming languages
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Analytics
United States
Italy
Frequently asked questions
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