Spending power
TheGrid Corporate Spending Power index would rate purchasing capacity from registry, scale and activity signals.
Spending power
Key facts
Counted staff
3
self-reported 2–10 band
Founded
2009
17 years
Legal entities
1
ABR
Office countries
1
1 address
Funding rounds
None on record
Company type
Privately Held
self-reported
Legal entity
1 brand → 1 confirmed entity
WEALTH FORUM PTY LTD
ABN94128285110
Legal entities
Show as table · Wealth Forum: 1 registry entity
| WEALTH FORUM PTY LTD | ABN 94128285110 |
|---|---|
| Confirmed matches | 0 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
At Wealth Forum, our purpose and vision is to empower you to make smart and informed decisions about money, through personal advice, strategies and solutions.
We operate under Wealth Forum Pty Ltd which holds its own Australian Financial Services License.
We believe it is important to know that advice and recommendations are not influenced by ties to any financial institutions.
Our Clients We work with small business owners and families in Western Sydney to provide authentic advice and build a relationship based on mutual trust and respect.
Our Services We operate only on a fee for advice basis. You have the option of engaging us for specific issues or as part of an ongoing advice relationship.
Every client is taken through our six stage Advice Process to discover their ideal wealth journey.
Discovery – where we get to know the goals and investment attitudes of the client.
Engagement – Signing a formal advice agreement.
Advice Preparation – A detailed Statement of Advice tailored to the individual client.
Presentation – Delivering the Financial Plan that documents the strategies to meet the goals and objectives outlined in the Discovery.
Review – Change is the only constant in life, so it’s important to review your financial plan regularly.
Our People Sheila Cabacungan is the Principle Financial Planner and owner of Wealth Forum. She is a qualified Certified Financial Planner under the Financial Planning Association of Australia, she is a Self-Managed Super Fund Specialist Adviser under the SMSF Association and she is a Registered Tax (Financial Services and SMSF) Agent, with over 20 years of experience in helping clients build, protect and manage their money.
For more information and to start your wealth journey, contact us on 0418 454 880.
Specialties
All 6 specialties
- wealth accumulation
- retirement funds
- self-managed funds
- financial decisions
- financial planning
- certified financial planner
Related specialties
Locations
Country footprint
Show as table · Offices in 1 country
| Countries | 1 |
|---|---|
| Primary country | AU |
All codes: AU
Addresses
- AU46 O'Connell St; Parramatta, New South Wales 2150Primary
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
1 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.
Counts only. No names are stored here, and none are served.
FAQ
Which legal entity operates under Wealth Forum?
One New South Wales entity on the ABR. WEALTH FORUM PTY LTD (ABN 94 128 285 110), high confidence.
How many people work at Wealth Forum?
The record holds 3 counted staff profiles at January 2026, inside the self-reported 2–10 band.
Where does Wealth Forum have offices?
One address on record, Australia only. Primary: 46 O'Connell St, Parramatta, New South Wales 2150.
Has Wealth Forum raised funding?
None linked to this brand.
What does Wealth Forum list as its specialties?
Six tags on the brand's own list, among them wealth accumulation and financial planning.
Which companies are listed alongside Wealth Forum?
Eight peer profiles on record: Wealth Adviser Legal Services Pty Ltd and SIRA Group - Financial Services Group.