Brand profile · Financial Services

Wealth3 Financial Planning

Wealth3 Financial Planning is a Financial Services brand in Pyrmont. Ownership is privately held; it publishes at wealth3.com.au. It holds one address on record, all in Australia. The record counts 3 people. Tagged financial planning and wealth management. It is listed alongside six similar brands, mostly in Financial Services.

wealth3.com.au LinkedIn

Profile live Privately Held Founded 2008 1 office country
Counted staff
3
self-reported band not used
Founded
2008
18 years
Legal entities
None matched
Office countries
1
1 address
Funding rounds
None on record
Company type
Privately Held
self-reported
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Description

Wealth 3 Financial Planning Pty Ltd is holistic one stop solution for financial planning and wealth management.

With the wealth of knowledge that comes from over 20 years experience in key corporate finance areas such as banking, investment management, wholesale investments as well as distribution and licencing, our founder Niki Trimmis and her team offer a unique and tailored approach to financial growth for individuals and businesses alike.

Specialties

All 5 specialties
  • Financial Planning
  • Wealth Management
  • Investment Portfolio
  • One to one Financial Advice
  • Business Finance Planning

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

  • AUSuite 3.07/55 Miller St; Pyrmont, 2009

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Spending power

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Signals & hiring

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Financials

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People & contacts

3 employee profiles on record · names withheld.

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FAQ

How many people work at Wealth3 Financial Planning?

The record holds 3 counted staff profiles at January 2026. Its self-reported band sits above that count and is not published as a headcount.

Where does Wealth3 Financial Planning have offices?

One address on record, Australia only.

Has Wealth3 Financial Planning raised funding?

None linked to this brand.

What does Wealth3 Financial Planning list as its specialties?

Five tags on the brand's own list, among them financial planning and wealth management.

Which companies are listed alongside Wealth3 Financial Planning?

Six peer profiles on record: Msquared Capital and HealthSync Care.

What is Wealth3 Financial Planning's website?

wealth3.com.au