Brand profile · Financial Services

Wealth Adviser

Wealth Adviser runs a Financial Services operation from Sydney, New South Wales. It is publicly held, and its site is wealthadviser.com.au. It holds three addresses on record, all in Australia. Headcount on record is 1. Its work is tagged AFSL, estate planning and legal services and risk management framework. The record links ten similar brands, most of them in Financial Services.

Profile live Public Company Founded 2022 1 office country

Key facts

Counted staff
1
self-reported band not used
Founded
2022
4 years
Legal entities
None matched
Office countries
1
3 addresses
Funding rounds
None on record
Company type
Public Company
self-reported
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Description

If you’re an existing self-licensed practice or you’re considering a self-licensing solution; or a licensee with a group of independently-owned ARs; or an AR happy with your current licensee but looking for ways to breathe new life into your practice, our fresh approach can help you deliver meaningful and continuous improvement.

Specialties

All 11 specialties
  • AFSL
  • Estate planning and legal services
  • Risk management framework
  • APL development
  • AFSL Policies
  • Licensee solutions
  • AFSL Application
  • Adviser Onboarding
  • Self-licensed solutions
  • Adviser education
  • Client recruitment

Locations

Country footprint

Offices in 1 countryCountry footprint: 1 country, primary AU. Codes: AU.1 countryprimary AUAU
Show as table · Offices in 1 country
Offices in 1 country
Countries1
Primary countryAU

All codes: AU

Addresses

  • AULevel 5, 95 Pitt Street; Sydney, New South Wales 2000Primary
  • AULevel 6, 71 Queens Road; Melbourne, Victoria 3000
  • AU58 Kings Park Rd; West Perth, Western Australia 6005

Grid intelligence Members

Spending power

TheGrid Corporate Spending Power index would rate purchasing capacity from registry, scale and activity signals.

Spending power

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

2 employee profiles on record · names withheld.

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FAQ

How many people work at Wealth Adviser?

1 counted staff profiles at January 2026. The brand's self-reported band sits above that count and is not published as a headcount.

Where does Wealth Adviser have offices?

Three addresses on record, Australia only. Primary: Level 5, 95 Pitt Street, Sydney, New South Wales 2000.

Has Wealth Adviser raised funding?

None linked to this brand.

What does Wealth Adviser list as its specialties?

11 tags on the brand's own list, among them AFSL, Estate planning and legal services and Risk management framework.

Which companies are listed alongside Wealth Adviser?

24 profiles list Wealth Adviser as a peer — 96th percentile in Financial Services. It lists ten peers of its own. Leading Advice and Synchron Advice list it back.

What is Wealth Adviser's website?