Phoenix Private Wealth Management
Financial Services • 
Sydney, New South Wales, Australia • 1-10 Employees
Company overview
| Headquarters | Level 2, 84 Pitt Street, 205, SYDNEY, NSW 2000, AU |
| Phone number | +6190161632408 |
| Website | |
| NAICS | 52 |
| SIC | 874 |
| Founded | 2013 |
| Employees | 1-10 |
| Socials |
Key Contact at Phoenix Private Wealth Management
Andrew Chan
Director and Senior Financial Advisor
Phoenix Private Wealth Management Email Formats
Phoenix Private Wealth Management uses 1 email format. The most common is {first initial} (e.g., j@phoenixprivatewealth.com.au), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@phoenixprivatewealth.com.au | 100% |
About Phoenix Private Wealth Management
Phoenix Private Wealth Management is a leading boutique, Wealth Management Practice specialising in providing strategic and tactical financial advice solutions. Phoenix Private Wealth Management exists to provide a comprehensive, personalised and boutique service to our valued clients, back by a reputation of quality advice and professional integrity. Our Pursuit We see ourselves as the financial partner of our clients and aim to build deep relationships. This allows us to provide a superior service and engagement through tailored and current financial strategies whilst adhering to best practice standards. We see ourselves as the financial partner of our clients and aim to build deep relationships. This allows us to provide a superior service and engagement through tailored and current financial strategies whilst adhering to best practice standards. Our Aims It is our aim to deliver quality advice and develop strategies to assist you in reaching your financial and lifestyle goals. We show this commitment by embracing a culture of personal responsibility and integrity with everything we do. Our Goals Our goal is to fulfill dreams inspired by the many roads traveled b our clients on their journey to financial freedom and beyond. We encourage our clients to identify their spark of passion and help them forge a path to express their own unique identity in all aspects of their life.
Phoenix Private Wealth Management revenue & valuation
| Annual revenue | $171,110 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $547,552 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Phoenix Private Wealth Management has never raised funding before.
Phoenix Private Wealth Management Tech Stack
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