Brand profile · Financial Services

CTWealth Financial Planning

Brisbane City, Queensland-based CTWealth Financial Planning operates in Financial Services. Privately held, at ctwealth.com.au. It holds two addresses on record, all in Australia. It employs 6 people, on the record. It lists superannuation advice, estate planning and wealth accumulation among its specialties. It is listed alongside eight similar brands, mostly in Financial Services.

ctwealth.com.au LinkedIn

Profile live Privately Held 1 office country
Counted staff
6
self-reported 2–10 band
Office countries
1
2 addresses
Company type
Privately Held
self-reported
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Description

I am a Certified Financial Planner (CFP)® and hold a bachelor’s degree and postgraduate qualifications in financial planning. I have been working as a financial planner since 2001 across both private practice and Industry Funds. My Industry Fund experience began in 2006 and continues through my current private practice. I have extensive experience in providing complex financial strategies combining best-in-practice products across both Industry Fund and retail product environments to deliver the best outcomes for clients.

Specialties

All 11 specialties
  • Australian Defence Force (ADF) Transition Advice
  • CSS Specialist
  • PSS Specialist
  • Defined Benefit Schemes Advice
  • Superannuation Advice
  • Retirement Planning
  • Retirement Modelling
  • Investment Advice
  • Estate Planning
  • Wealth Accumulation
  • Debt Management

Related specialties

Locations

Australia

Country footprint

Offices in 1 countryCountry footprint: 1 country. Codes: AU.1 countryAU
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Countries1

All codes: AU

Addresses

  • AUSunshine Coast
  • AULevel 13, 10 Market Street,; Brisbane City, Queensland 4000Primary

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Signals & hiring

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Financials

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People & contacts

4 employee profiles on record · names withheld.

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FAQ

How many people work at CTWealth Financial Planning?

6 counted staff profiles at January 2026, inside the self-reported 2–10 band.

Where does CTWealth Financial Planning have offices?

Two addresses on record, Australia only. Primary: Level 13, 10 Market Street, Brisbane City, Queensland 4000.

Has CTWealth Financial Planning raised funding?

None linked to this brand.

What does CTWealth Financial Planning list as its specialties?

11 tags on the brand's own list, among them superannuation advice, estate planning and wealth accumulation.

Which companies are listed alongside CTWealth Financial Planning?

Eight peer profiles on record: Virtual Financial Advice and Grant Samuel.

What is CTWealth Financial Planning's website?

ctwealth.com.au