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SMSF WEALTH
Who is SMSF WEALTH?

SMSF Wealth specialises in comprehensive holistic advice for High Net Worth clients utilising advanced structures and strategies across Asset Protection, Protective Estate Planning, Wealth Preservation & Creation, Succession Planning and Protection Planning. By taking this approach we are able to pr...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:

2023 (3 years)

Address:

LEVEL 13/50 CAVILL AVE; SURFERS PARADISE, QLD 4217, AU


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Employees by Department

Key Decision Makers

Mark Marshall
Asset Protection and Family Advisory Strategist
Simon Cooper
Founder & Managing Director | SMSF Wealth | Maximising Retirement Outcomes
Employees by Seniority
C-level
1employees
Senior
0employees
Non-managers
1employees

Financials

LOW

spending power

Funding Status
Private
Associated Legal Entities
0 entities
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