WEALTH CONNEXION - Profile, contacts and insights

WEALTH CONNEXION

Who is WEALTH CONNEXION?

We take immense pride in being a relationship-based financial advisor business in Brisbane that provides clients the confidence to make informed financial decisions. Wealth Connexion’s six core drivers of performance that are constantly reviewed and fine-tuned are: Professionalism – continously an...See more

Industry & Specialities

Banking Financial Services & Insurance (BFSI)

Others in Banking Financial Services & Insurance (BSFI)

Countries of Operation

Australia

Headquarters:

Australia

Company Type:

SME

Company size:

1-10 Employees

Year Founded:

2007 (19 years)

Address:

35 CAIRNS STREET; KANGAROO POINT, QUEENSLAND 4169, AU

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Employees by Department

Operations (1)
The Rest (7)
Total (8)

Key Decision Makers

Thomas Dougherty

Client Services Officer

Jason Atkins

Senior Financial Advisor

Sophie Mcclelland

Senior Financial Advisor

Zoe Kitchin

Financial Planning Assistant

Employees by Seniority

C-level

1employees

Senior

5employees

Non-managers

5employees

Financials

LOW

spending power

Funding Status

Private

Associated Legal Entities

0 entities

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Frequently Asked Questions (FAQ)

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