Wealth Today
Company

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
Industry
Financial Services
Employees
13
Founded
2008
Funding
,
NAICS
Finance and Insurance
Monetary 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 Contact
Christos Kelesis Director Wt Financial Group Limited
Email
Antonio (Tony) Pelosi Nsw Regional Manager - Wt Financial
Email Phone
Manuela Da Poian Finance Manager at Wealth Today Pty Ltd
Email
Jack Standing Group Head of Advice
Email Phone

Employees by Management Level

Manager 2 profiles
VP / Head 1 profile
Director 1 profile

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