Brand profile · Financial Services

Strategic Wealth

Strategic Wealth is a Financial Services brand in Melbourne, VIC. Ownership is privately held; it publishes at strategicwealth.melbourne. It holds one address on record, all in Australia. The record counts 10 people. Tagged cashflow management, aged care and debt management. Two Australian registrations (ABN) are candidate matches. It is listed alongside seven similar brands, mostly in Financial Services.

strategicwealth.melbourne LinkedIn

Profile live Privately Held Founded 2004 2 registry matches ABN 1 office country
Registry match · ABR
Counted staff
10
self-reported 2–10 band
Founded
2004
22 years
Registry matches
2
ABR
Office countries
1
1 address
Funding rounds
None on record
Company type
Privately Held
self-reported
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Legal entities

1 brand → 2 possible registrationsThese are name matches on ABR. 2 registrations share this brand's name; which one you contract with is a question for the register.

  • STRATEGIC WEALTH HOLDINGS PTY LIMITED

    ABN18665594785

    NSWMedium confidenceMatched on exact nameABR

  • STRATEGIC WEALTH PTY LTD

    ABN49110172097

    VICMedium confidenceMatched on exact nameABR

Legal entities

Strategic Wealth: 2 registry entitiesStrategic Wealth is linked to 2 registry entities: STRATEGIC WEALTH HOLDINGS PTY LIMITED (ABN 18665594785, candidate); STRATEGIC WEALTH PTY LTD (ABN 49110172097, candidate).Strategic WealthSTRATEGIC WEALTHHOLDINGS PTY LIMITEDABN 18665594785Candidate · Medium confidenceSTRATEGIC WEALTH PTYLTDABN 49110172097Candidate · Medium confidence
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STRATEGIC WEALTH HOLDINGS PTY LIMITEDABN 18665594785
STRATEGIC WEALTH PTY LTDABN 49110172097
Confirmed matches0 of 2

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

Description

Strategic Wealth provides astute investors with specialist advice and bespoke investment solutions.

Working with executives, professionals, expatriates, small business owners and retirees, we tailor smart solutions aligned to achieve financial goals.

And with unique industry-wide perspective, our insight and guidance enables our clients to build on their assets and create successful financial returns.

Mike Jeffs and Adrian Vidotto lead the team of Strategic Wealth. To learn more about our team, please visit strategicwealth.melbourne/our-team.

Specialties

All 9 specialties
  • Investments
  • Insurance
  • Superannuation & SMSF
  • Estate Planning
  • Debt Management
  • Cashflow Management
  • Executive Options and Shares
  • Tax Effective Strategies
  • Aged Care

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

  • AULevel 2, 15 Queen Street; Melbourne, VIC 3000Primary

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Spending power

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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

Which legal entities operate under Strategic Wealth?

Two Australian entities on the ABR. STRATEGIC WEALTH HOLDINGS PTY LIMITED (ABN 18 665 594 785) and STRATEGIC WEALTH PTY LTD (ABN 49 110 172 097). Both medium confidence.

How many people work at Strategic Wealth?

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

Where does Strategic Wealth have offices?

One address on record, Australia only. Primary: Level 2, 15 Queen Street, Melbourne, VIC 3000.

Has Strategic Wealth raised funding?

None linked to this brand.

What does Strategic Wealth list as its specialties?

Nine tags on the brand's own list, among them cashflow management, aged care and debt management.

Which companies are listed alongside Strategic Wealth?

Seven peer profiles on record: JBS Financial Strategists and Helping Hands behaviour support.

What is Strategic Wealth's website?

strategicwealth.melbourne