SBB Wealth
Financial Services • 
Brisbane, Queensland, Australia • 1-10 Employees
Company overview
| Headquarters | Level 1 164 Brisbane Street, IPSWICH, QLD 4305, AU |
| Phone number | +61738108350 |
| Website | |
| NAICS | 52 |
| SIC | 672 |
| Keywords | Tax Planning, Estate Planning, Wealth Management, Retirement Planning, Social Security Planning, Risk Planning, Banking And Cash Flow Planning, Liability Planning, Philanthropic Planning And Management, Portfolio Planning And Management |
| Founded | 2013 |
| Employees | 1-10 |
Key Contacts at SBB Wealth
Chris Railton
Executive Director
Aggie Erdosi
Executive Director
SBB Wealth Email Formats
SBB Wealth uses 2 email formats. The most common is {first name}.{last name} (e.g., john.doe@sbbwealth.com.au), used 55.6% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name} | john.doe@sbbwealth.com.au | 55.6% |
{first initial}.{last name} | j.doe@sbbwealth.com.au | 44.4% |
About SBB Wealth
SBB Wealth is a Private Wealth Advisory firm dedicated to delivering bespoke Financial Strategy and Investment Advice. Specialising in High Net Wealth advisory services, SBB Wealth was established when its founders identified the need for high quality professional advisory services in an environment where they saw the quality of strategic advice and the solutions being delivered lacking. Through a collaborative approach to advice, SBB Wealth is able to draw on the expertise of its supporting professional associations to deliver customised advisory solutions focused on delivering control, transparency and results. Dedicated to building long term relationships founded on trust and understanding with each client is at the heart of SBB Wealth’s approach. This empowers clients to navigate their unique financial pathway with the confidence and comfort that comes from having a specialist professional advice team that they trust and that gets them. Highly qualified specialist advice coupled with industry leading investment solutions enables SBB Wealth to deliver on its goal to deliver confidence, comfort and results.
SBB Wealth revenue & valuation
| Annual revenue | $769,995 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,500,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
SBB Wealth has 4 employees across 2 departments.
Departments
Number of employees
Funding Data
SBB Wealth has never raised funding before.
SBB Wealth Tech Stack
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