Brand profile · Financial Services

Wealth Creation Advisors

Wealth Creation Advisors runs a Financial Services operation from Sydney, New South Wales. It is privately held, and its site is wealthca.com.au. It holds one address on record, all in Australia. Headcount on record is 3. Its work is tagged estate planning, wealth protection and retirement planning. One Australian registration (ABN) is a confirmed match. The record links nine similar brands, most of them in Financial Services.

wealthca.com.au LinkedIn

Profile live Privately Held 1 entity ABN 1 office country
Registry verified · ABR
Counted staff
3
self-reported 2–10 band
Founded
Not recorded
Legal entities
1
ABR
Office countries
1
1 address
Funding rounds
None on record
Company type
Privately Held
self-reported
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Legal entity

1 brand → 1 confirmed entity

  • WEALTH CREATION ADVISORS PTY. LIMITED

    ABN71128608202

    NSWHigh confidenceMatched on exact nameABR

Legal entities

Wealth Creation Advisors: 1 registry entityWealth Creation Advisors is linked to 1 registry entity: WEALTH CREATION ADVISORS PTY. LIMITED (ABN 71128608202, candidate).Wealth Creation AdvisorsWEALTH CREATIONADVISORS PTY. LIMITEDABN 71128608202Candidate · High confidence
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WEALTH CREATION ADVISORS PTY. LIMITEDABN 71128608202
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

Our firm believes in long term relationships with our clients, emphasising strategic financial planning. We are licensed through Apogee FP, with 2 CFP and Quality Advice accredited advisers in our practice & combined experience of over 30 years. Along with 4 support staff, they make a formidable team!

We specialize in strategic planning for executives, high net worth individuals & business owners. Working with them to identify their financial objectives & once there is clarity in this, we structure their finances, investments & insurance portfolios so that their goals can be achieved. Our ultimate goal is helping them reach their short & long term financial goals through structured planning & implementation.

Our company also advises a large number of Corporate Superannuation clients from both the HR and member's side. This includes advising on Employee Benefit Programs such as their Group Insurance and salary packaging. Our clients include large multi-national companies specializing in IT outsourcing.

We also work with clients & their other professional advisers to ensure the right Estate Planning structures are in place. In our experience, while most people recognize the importance of protecting their assets and families in case of death, they do not take time out to document how these assets are divided when they pass away. Implementing an appropriate Estate Plan ensures tax effective distribution of assets built up over a lifetime and is easily done through documents like Wills, Trusts or Power of Attorney.

Specialties

All 8 specialties
  • Corporate Superannuation
  • Estate Planning
  • Business Succession
  • Tax Planning
  • Wealth Protection
  • Gearing & Investments
  • Retirement Planning
  • Strategic Financial Planning

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

  • AUMartin Pl; Sydney, New South Wales 2000Primary

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Signals & hiring

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Financials

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People & contacts

1 employee profiles on record · names withheld.

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FAQ

Which legal entity operates under Wealth Creation Advisors?

One New South Wales entity on the ABR: WEALTH CREATION ADVISORS PTY. LIMITED (ABN 71 128 608 202), high confidence.

How many people work at Wealth Creation Advisors?

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

Where does Wealth Creation Advisors have offices?

One address on record, Australia only. Primary: Martin Pl, Sydney, New South Wales 2000.

Has Wealth Creation Advisors raised funding?

None linked to this brand.

What does Wealth Creation Advisors list as its specialties?

Eight tags on the brand's own list, among them estate planning, wealth protection and retirement planning.

Which companies are listed alongside Wealth Creation Advisors?

Nine peer profiles on record: Centra Wealth Group and PGFS Pty Ltd.

What is Wealth Creation Advisors's website?

wealthca.com.au