Wealthtrac was established in 2001 as a distributor of wealth management products and services, which are developed and marketed under the Wealthtrac brand. Our focus is on the independent market, so our clients are primarily small/medium securities dealers and accountants. Wealthtrac holds an Australian Financial Services Licence (AFSL), but does not provide financial advice, rather we support our dealers and accountants with a range of quality products that they recommend to their clients, as representing the best available in terms of: investment choice, quality of administration and client service, competitive fees, and flexibility. We outsource all administration and trustee services, and currently have service agreements with ANZ Wealth and Recreo. Our current range of products and services includes: Wealthtrac Superannuation Master Trust, Wealthtrac Portfolio Service, Wealthtrac SMSF and Wealthtrac Dealer Back Office Services.
View Top Employees from Wealthtrac Pty Ltd| Website | http://www.wealthtrac.com.au |
| Revenue | $5.7 million |
| Employees | 4 (3 on RocketReach) |
| Founded | 2001 |
| Address | PO Box r625, Royal Exchange, New South Wales 1225, AU |
| Phone | +61 1300 119 898 |
| Technologies |
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| Industry | Financial Services, Insurance |
| Competitors | Integra Office Solutions Ltd, Mclowd |
| SIC | SIC Code 637 Companies, SIC Code 63 Companies |
| NAICS | NAICS Code 525 Companies, NAICS Code 5251 Companies, NAICS Code 52 Companies |
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Wealthtrac Pty Ltd Questions
The Wealthtrac Pty Ltd annual revenue was $5.7 million in 2024.
Matthew Johnson is the Director of Wealthtrac Pty Ltd.
3 people are employed at Wealthtrac Pty Ltd.
Wealthtrac Pty Ltd is based in Royal Exchange, New South Wales.
The NAICS codes for Wealthtrac Pty Ltd are [525, 5251, 52].
The SIC codes for Wealthtrac Pty Ltd are [637, 63].
Top Wealthtrac Pty Ltd Employees
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