Brand profile · Financial Services

Excel Wealth

Excel Wealth is a Financial Services brand in Gympie, Queensland. It is publicly held, and its site is excelwealth.com.au. It holds two addresses on record, all in Australia. Headcount on record is 9. Its work is tagged estate planning, mortgage broking and asset management. One Australian registration (ABN) is a confirmed match. It is listed alongside three similar brands, mostly in Financial Services.

excelwealth.com.au LinkedIn

Profile live Public Company Founded 2016 1 entity ABN 1 office country
Registry verified · ABR
Counted staff
9
self-reported 2–10 band
Founded
2016
10 years
Legal entities
1
ABR
Office countries
1
2 addresses
Funding rounds
None on record
Company type
Public Company
self-reported
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Legal entity

1 brand → 1 confirmed entity

  • EXCEL WEALTH PTY LTD

    ABN45680995804

    NSWHigh confidenceMatched on exact nameABR

Legal entities

Excel Wealth: 1 registry entityExcel Wealth is linked to 1 registry entity: EXCEL WEALTH PTY LTD (ABN 45680995804, candidate).Excel WealthEXCEL WEALTH PTY LTDABN 45680995804Candidate · High confidence
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EXCEL WEALTH PTY LTDABN 45680995804
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

Located in Gympie and the Sunshine Coast, our team offer a range of financial planning services including mortgages, superannuation and retirement planning, personal insurance, estate planning, asset management and small business support. We are a proud locally owned company that employs professionals who are passionate about achieving great results for their clients.

Specialties

All 7 specialties
  • Mortgage Broking
  • Superannuation & Retirement Planning
  • Personal Insurance
  • Estate Planning
  • Asset Management
  • Small Business Support
  • Financial Planning Services

Related specialties

Locations

Australiaprimary

Country footprint

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

All codes: AU

Addresses

  • AU7 Channon St; Gympie, Queensland 4570Primary
  • AU111 Aerodrome Road; Maroochydore, QLD 4558

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Spending power

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Signals & hiring

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Financials

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

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People & contacts

4 employee profiles on record · names withheld.

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FAQ

Which legal entity operates under Excel Wealth?

One New South Wales entity on the ABR: EXCEL WEALTH PTY LTD (ABN 45 680 995 804), high confidence.

How many people work at Excel Wealth?

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

Where does Excel Wealth have offices?

Two addresses on record, Australia only. Primary: 7 Channon St, Gympie, Queensland 4570.

Has Excel Wealth raised funding?

None linked to this brand.

What does Excel Wealth list as its specialties?

Seven tags on the brand's own list, among them estate planning, mortgage broking and asset management.

Which companies are listed alongside Excel Wealth?

1 profile lists Excel Wealth as a peer — 42nd percentile in Financial Services. It lists three peers of its own. Guide Financial Australia lists it back.

What is Excel Wealth's website?

excelwealth.com.au