Verified email-pattern data for Dorset Wealth Management is currently limited. You can still use the company insights and contact sections below.
Dorset Wealth Management commenced operations in 2024 and is a privately owned, Brisbane-based financial advisory group.
The company was born from the frustrations that advisors and clients alike often experience within an industry that becomes less flexible and unable to fully understand and benefit from some of the more complex wealth creation strategies available. Where others say no, we like to say yes.
Whether for a private individual, a self-managed super fund, trust or company, working with Dorset Wealth Management is a strategic partnership aimed at protecting and growing the wealth of our clients through investment intelligence.
Our clients are working and retired individuals, self-managed superannuation funds, private companies, trusts and family offices. Unlike the increasing trend in our industry, we don’t impose minimum account size restrictions on our clients, and we are equally happy to work together with someone just starting out – it is never too soon to start on your investment journey – as we are to C-suite executives and self-funded retirees.
Company Details
- Employees
- 8
- Founded
- -
- Address
- 388 Queen St, Level 5,australia
- Industry
- Financial Services
- Website
- https://www.dorsetwealth.au
- Keywords
- Brisbane City.
- HQ
- Brisbane City, Queensland
Dorset Wealth Management Questions
Dorset Wealth Management's website is https://www.dorsetwealth.au
Dorset Wealth Management's LinkedIn profile is https://au.linkedin.com/company/dorsetwealth
Dorset Wealth Management has
8 employees.
View email and phone details for 8
employees at Dorset Wealth Management.
Dorset Wealth Management's industry is
Financial Services
Dorset Wealth Management's top competitors are
Futuro Financial Services,
Trade Wind Wealth Management Pty Ltd,
Back Office Hero,
Psk Private Wealth,
Shaw And Partners,
Future Gen Solutions,
Wb Financial Management Pty Ltd,
Toa Global,
Beachside Exercise Physiology,
Verse Wealth.
Dorset Wealth Management's categories are Financial Services
Dorset Wealth Management's founding year is 2024
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Top Dorset Wealth Management Employees
-
-
Jennifer McCoy
Business Operations Manager
Greater Brisbane Area, Australia1morgans.com.au1 +614212XXXXX
-
Brent Fiedler
Senior Wealth Partner At Dorset Wealth Management
Greater Brisbane Area, Australia1morgans.com.au -
Lois Neilson
Co-Founder & Operations Director
Carbrook, Queensland, Australia, Australia
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