Brand profile · Financial Services

ATB Wealth Strategies

ATB Wealth Strategies runs a Financial Services operation from Parramatta, New South Wales. Ownership is privately held; it publishes at atb.net.au. It holds one address on record, all in Australia. The record counts 10 people. Tagged advice, insurance and investments. One Australian registration (ABN) is a candidate match. The record links six similar brands, most of them in Financial Services.

Profile live Privately Held Founded 2016 1 registry match ABN 1 office country
Registry match · ABR

Key facts

Counted staff
10
self-reported band not used
Founded
2016
10 years
Registry matches
1
ABR
Office countries
1
1 address
Funding rounds
None on record
Company type
Privately Held
self-reported
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Legal entity

1 brand → 1 possible registrationThese are name matches on ABR. 1 registration share this brand's name; which one you contract with is a question for the register.
  • ATB WEALTH STRATEGIES PTY LTD

    ABN95168968778

    NSWMedium confidenceMatched on exact nameABR

Legal entities

ATB Wealth Strategies: 1 registry entityATB Wealth Strategies is linked to 1 registry entity: ATB WEALTH STRATEGIES PTY LTD (ABN 95168968778, candidate).ATB Wealth StrategiesATB WEALTH STRATEGIESPTY LTDABN 95168968778Candidate · Medium confidence
Show as table · ATB Wealth Strategies: 1 registry entity
ATB Wealth Strategies: 1 registry entity
ATB WEALTH STRATEGIES PTY LTDABN 95168968778
Confirmed matches0 of 1

A candidate is a name match on the registry, not a confirmed identity, and two candidates are ambiguity rather than a corporate structure.

Description

Are you looking for a proactive accountant and financial planner who looks at the whole picture to provide a more thorough and in-depth service? Do you want the best possible shot at financial freedom?

Our complete end-to-end financial services solution offers you unbiased access to a wealth of financial advice and information. We guide and nurture all your personal and business finances… under one roof… saving you time and money.

Specialties

All 12 specialties
  • Financial Planning
  • Wealth Planning
  • SMSF
  • Virtual CFO
  • Financial Advisor
  • Wealth Advisor
  • Tax Expert
  • Accounting
  • Investments
  • Insurance
  • Advice
  • Cloud-Based Technology

Locations

Country footprint

Offices in 1 countryCountry footprint: 1 country, primary AU. Codes: AU.1 countryprimary AUAU
Show as table · Offices in 1 country
Offices in 1 country
Countries1
Primary countryAU

All codes: AU

Addresses

  • AUPhillip St; Suite 2 level 4; Parramatta, New South Wales 2150Primary

Grid intelligence Members

Spending power

TheGrid Corporate Spending Power index would rate purchasing capacity from registry, scale and activity signals.

Spending power

Signals & hiring

Hiring, headcount and registry-change signals, streamed to members.

Latest signal
Hiring activity
Headcount trend

Financials

Registry-filed capital and financial indicators, standardised by TheGrid.

Paid-up capital
Fiscal period
Registered charges
Revenue
Profit / loss

People & contacts

4 employee profiles on record · names withheld.

Names and titles are intentionally absent from this page. The source relation carries no consent record across the privacy regimes this directory spans, so it is never requested and never stored. Search engines see exactly what you see here.

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FAQ

Which legal entity operates under ATB Wealth Strategies?

One New South Wales entity on the ABR. ATB WEALTH STRATEGIES PTY LTD (ABN 95 168 968 778), medium confidence.

How many people work at ATB Wealth Strategies?

The record holds 10 counted staff profiles at January 2026. Its self-reported band sits above that count and is not published as a headcount.

Where does ATB Wealth Strategies have offices?

One address on record, Australia only. Primary: Phillip St, Suite 2 level 4, Parramatta, New South Wales 2150.

Has ATB Wealth Strategies raised funding?

None linked to this brand.

What does ATB Wealth Strategies list as its specialties?

12 tags on the brand's own list, among them advice, insurance and investments.

Which companies are listed alongside ATB Wealth Strategies?

2 profiles list ATB Wealth Strategies as a peer. It lists ten peers of its own. Powerhouse Loan Processing Pty Ltd and ATB Partners - Chartered Accountants and Business Mentors list it back.

What is ATB Wealth Strategies's website?