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Key facts
Counted staff
8
self-reported 2–10 band
Founded
1997
29 years
Legal entities
1
ABR
Office countries
1
2 addresses
Funding rounds
None on record
Company type
Privately Held
self-reported
Legal entity
1 brand → 1 confirmed entity
BEACH WEALTH ADVISERS
ABN89708106809
Legal entities
Show as table · Beach Wealth Advisers: 1 registry entity
| BEACH WEALTH ADVISERS | ABN 89708106809 |
|---|---|
| Confirmed matches | 0 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
Beach Wealth Advisers is a long standing financial advisory firm with our head office located in Belmont, Victoria. We predominately service financial planning clients located across the Geelong, Bellarine Peninsula and Surf Coast region of South West Victoria, but also service a number of clients in other regions, and indeed, interstate.
Our expertise includes:
- Superannuation strategies for accumulators;
- Planning for your retirement;
- Transition to retirement strategies;
- Retirement income streams;
- Centrelink entitlements;
- The financial aspects of Aged Care; and
- Personal wealth protection insurance.
Specialties
All 6 specialties
- Retirement Planning
- Superannuation
- Centrelink Entitlements
- Aged Care Fees
- Retirement Income Streams
- Personal Wealth Protection Insurance
Related specialties
Locations
Country footprint
Show as table · Offices in 1 country
| Countries | 1 |
|---|---|
| Primary country | AU |
All codes: AU
Addresses
- AU71 Roslyn Rd; Belmont, Victoria 3216Primary
- AU1A/75 Hitchcock Avenue; Barwon Heads, Victoria 3227
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Signals & hiring
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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 Beach Wealth Advisers?
One Victoria entity on the ABR. BEACH WEALTH ADVISERS (ABN 89 708 106 809), high confidence.
How many people work at Beach Wealth Advisers?
The record holds 8 counted staff profiles at January 2026, inside the self-reported 2–10 band.
Where does Beach Wealth Advisers have offices?
Two addresses on record, Australia only. Primary: 71 Roslyn Rd, Belmont, Victoria 3216.
Has Beach Wealth Advisers raised funding?
None linked to this brand.
What does Beach Wealth Advisers list as its specialties?
Six tags on the brand's own list, among them superannuation and retirement planning.
Which companies are listed alongside Beach Wealth Advisers?
3 profiles list Beach Wealth Advisers as a peer — 61st percentile in Financial Services. It lists ten peers of its own. SISU Solutions and ClearXP list it back.