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Spending power
Key facts
Counted staff
12
self-reported 11–50 band
Founded
1971
55 years
Legal entities
None matched
Office countries
1
2 addresses
Funding rounds
None on record
Company type
Privately Held
self-reported
Description
Our mission is to inform and empower our clients through independent financial advice, to allow them to concentrate on what they value.
Wattle Partner’s history spans over several decades. The origins of Wattle Partners are from Austin Donnelly’s original financial planning firm - Donnelly Money Management. Austin was a founder of the independent financial advice industry and a vocal opponent to the conflicted, commission based nature of financial advice being delivered. Each of the directors of Wattle Partners spent substantial time in Austin’s original business and continue to implement his principles of transparent, tailored and fixed fee advice.
Wattle Partners offers the full range of financial and investment advisory services under our own license. We do not recommend ‘products’, nor do we receive any commissions for the recommendations we make. We are closely connected to both our heritage, which dates back several decades, and our community of clients and partners, whom we support in many ways.
Our focus at Wattle Partners is not solely on providing financial and investment advice, but also on promoting financial literacy and improving the investment education standards in Australia, especially around retirement. It is for this reason we are on numerous podcast, quoted in the media on a regular basis, on board or non for profit organisations with the similar goals and are publishing a retirement book in 2024.
Specialties
All 8 specialties
- Investment Advice
- Superannuation & SMSF Advice
- Strategic Advice
- Asset Financing
- Estate Planning
- Portfolio Management
- Independent Research & Insight
- Portfolio & SMSF Administration
Related specialties
Locations
Country footprint
Show as table · Offices in 1 country
| Countries | 1 |
|---|---|
| Primary country | AU |
All codes: AU
Addresses
- AULevel 4, 125 Flinders Lane; Melbourne, Victoria 3000Primary
- AU3/63 York St; Sydney, New South Wales 2000
Grid intelligence Members
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.
The people relation is never requested, so there is nothing here to unlock.
FAQ
How many people work at Wattle Partners | Retirement Wealth Specialists?
12 counted staff profiles at January 2026, inside the self-reported 11–50 band.
Where does Wattle Partners | Retirement Wealth Specialists have offices?
Two addresses on record, Australia only. Primary: Level 4, 125 Flinders Lane, Melbourne, Victoria 3000.
Has Wattle Partners | Retirement Wealth Specialists raised funding?
None linked to this brand.
What does Wattle Partners | Retirement Wealth Specialists list as its specialties?
Eight tags on the brand's own list, among them investment advice, portfolio management and estate planning.
Which companies are listed alongside Wattle Partners | Retirement Wealth Specialists?
27 profiles list Wattle Partners | Retirement Wealth Specialists as a peer — 97th percentile in Financial Services. It lists ten peers of its own. The Inside Network and Evalesco Financial Services list it back.