Wealth Today
Financial Services
Sydney, New South Wales, Au
13 employees
- Employees
- 13
- Contacts
- 4
- Emails
- 4
- Phones
- 2
Wealth Today Overview
- Headquarters
- Sydney, New South Wales, Au
- Website
- wealthtoday.com.au
- Industry
- Financial Services
- Employees
- 13
- Founded
- 2008
- Funding
- ,
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Wealth Today
Wealth Today is a national financial services licensee with a difference. Formed in 2008 we have one simple purpose: to place you and your clients at the centre of everything we do to enable you to succeed as this new era dawns. As a wholly-owned subsidiary of ASX-listed WT Financial Group Limited (ASX: WTL) when you join Wealth Today, you’ll be joining a group that supports more than 400 independently-owned financial advice practices across Australia – from single-adviser practices to large-scale multi-disciplinary multi-office corporatised operations. Our network collectively deals with more than 100,000 clients – and have in excess of $16Bn of assets under advice; annual in-force personal insurance premiums of more than $360M; and new insurance premium sales for circa $25M annually. And whilst this makes us part of one of the very largest financial adviser networks in Australia, you’ll find our focus on our advisers is more boutique than an unfriendly corporate. Put simply we put you and your clients at the centre of everything we do.
Wealth Today Contact Details
- People in AeroLeads
- 4
- With contact data
- 4
- Email contacts
- 4
- 100.0% coverage
- Phone contacts
- 2
- 50.0% coverage
Wealth Today Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Christos Kelesis | Director Wt Financial Group Limited | Greater Sydney Area, Australia |
Email
|
| Antonio (Tony) Pelosi | Nsw Regional Manager - Wt Financial | Greater Sydney Area, Australia |
Email
Phone
|
| Manuela Da Poian | Finance Manager at Wealth Today Pty Ltd | Manly, New South Wales, Australia |
Email
|
| Jack Standing | Group Head of Advice | Greater Sydney Area, Australia |
Email
Phone
|
Employees by Management Level
Manager
2 profiles
VP / Head
1 profile
Director
1 profile
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