Specialist Wealth Revenue

Financial Services • Sydney, New South Wales, Australia • 1-10 Employees

Specialist Wealth revenue & valuation

Annual revenue	$598,885
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$2,000,000
Total funding	No funding

Key Contact at Specialist Wealth

Katharine Fasal

Financial Adviser, Practice Manager & Director

Company overview

Headquarters	28 Chandos St, Suite 104, St Leonards, New South Wales 2065, AU
Phone number	+6126055940
Website	specialistwealth.com.au
NAICS	52
SIC	874
Founded	2011
Employees	1-10
Socials

Specialist Wealth Email Formats

Specialist Wealth uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@specialistwealth.com.au), used 50% of the time.

Format	Example	Percentage
{first initial}.{last name}	j.doe@specialistwealth.com.au	50%
{first name}.{last name}	john.doe@specialistwealth.com.au	50%

About Specialist Wealth

Specialist Wealth Group was established to provide holistic, quality financial planning, insurance and lending services with the highest standards of integrity for healthcare professionals. The team at Specialist Wealth Group have over 20 years experience in dealing directly to the Healthcare industry from single operators and employees through to multi national companies. We take great pride in our approach to provide support for our loyal customers through a range of financial services such as: - Wealth Management - Superannuation (including SMSF) - Accounting and Tax Advice - Financial Advice - Personal Lending (Home Loans) - Investment Lending - Commercial Lending (Business Purposes) - Motor Vehicle Finance - Equipment and Fitout Finance - Insurances - Wills and Estate Planning and so much more. Whether it be from our personalized customer-focused approach, to our unique product offerings available to the healthcare community you can rest assure you are being looked after by a team of seasoned professionals who care about you and your family. So give our friendly team a call today to book an obligation free discussion and assessment of your financial goals and needs. Phone 1300 008 002 or email admin@specialistwealth.com.au

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Senior

Director

Entry

Employees by Department

Specialist Wealth has 4 employees across 1 departments.

Departments

Number of employees

Funding Data

Specialist Wealth has never raised funding before.

Specialist Wealth Tech Stack

Discover the technologies and tools that power Specialist Wealth's digital infrastructure, from frameworks to analytics platforms.

Slick

JavaScript libraries

jQuery UI

JavaScript libraries

Microsoft 365

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

BeTheme

WordPress themes

Twitter Emoji

Font scripts

jQuery

JavaScript libraries

HTTP/3

Miscellaneous

HSTS

Security

PHP

Programming languages

WordPress

Blogs

Frequently asked questions

Specialist Wealth is located in Sydney, New South Wales, AU.

You can reach Specialist Wealth at +6126055940.

Specialist Wealth generates an estimated annual revenue of $598,885. This revenue figure reflects the company's market position and business performance in its industry.

Specialist Wealth has an estimated valuation of $2,000,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Specialist Wealth was founded in 2011, making it 15 years old. The company has established itself as a significant player in its industry over this time.

Specialist Wealth has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Specialist Wealth

Katharine Fasal

Financial Adviser, Practice Manager & Director

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