DORSET WEALTH MANAGEMENT
Who is DORSET WEALTH MANAGEMENT?
Dorset Wealth Management commenced operations in 2024 and is a privately owned, Brisbane-based financial advisory group. The company was born from the frustrations that advisors and clients alike often experience within an industry that becomes less flexible and unable to fully understand and bene...See more
Industry & Specialities
Banking Financial Services & Insurance (BFSI)
Others in Banking Financial Services & Insurance (BSFI)
Countries of Operation
Australia
Headquarters:
Australia
Company Type:
SME
Company size:
1-10 Employees
Year Founded:
2024 (2 years)
Address:
388 QUEEN ST; LEVEL 5; BRISBANE CITY, QUEENSLAND 4000, AU
Employees by Department
- Operations (2)
- The Rest (6)
- Total (8)
Key Decision Makers
Jennifer Mccoy
Business Operations Manager
Brent Fiedler
Senior Wealth Partner
Lili Hong
Senior Wealth Partner
Jeremy Bogovac
Wealth Partner - Financial Planner
Employees by Seniority
C-level
2employees
Senior
3employees
Non-managers
2employees
Financials
LOW
spending power
Funding Status
Private
Associated Legal Entities
0 entities
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Frequently Asked Questions (FAQ)
- How long has DORSET WEALTH MANAGEMENT been operating for?
- What is the funding status of DORSET WEALTH MANAGEMENT?
- Where is DORSET WEALTH MANAGEMENT's headquarter?
- What DORSET WEALTH MANAGEMENT's spending power?
- Does DORSET WEALTH MANAGEMENT have a presence in the domain it operates in?