WealthSpan Information
Contact top employees from
WealthSpan
Summary
WealthSpan is an award-winning, Melbourne-based financial advisory firm specialising in bespoke solutions for discerning families and high-net-worth individuals. Our team offers expert guidance in the...Show more
Organization Website | wealthspan.com.au |
Social Links |  |
Phone Number | +61-3-91222060 |
Industries | |
Headquarters Location | 627 Chapel St, South Yarra, Victoria, 3141 AU |
Employees Size | 1-10 employees |
Specialties | Personal Financial Advice, Advice Administration Service, SMSF Advice and Administration, Personal Financial Administration (VCAT Orders), Financial Education, Investment and Superannuation Advice, Financial Modelling, Superannuation and Pension Advice, Income Protection, Life and Disability Insurance |
Founded | 2010 |
Competitors
Founded | Type | Employees | Revenue | Funding | |
|---|---|---|---|---|---|
| 2004 | Privately Held | 10-50 | < 1M | $0 | |
| 2010 | - | 1-10 | - | $- | |
| 2012 | - | 10-50 | - | $- |
Employees Turnover 4 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Length of Employment
Employee tenure at WealthSpan shows a diverse range of experience levels:
10% have been with the company for less than 1 year10% for 1–2 years30% for 3–4 years20% for 5–7 years10% for 8–10 years20% have over 11 years of service at WealthSpanEx-employees positions
In Company
In New Company
Contact top employees from
WealthSpan
Katie Murphy
Senior Private Client Advisor
Darren Heveren
Director, Authorised Representative
Paul Greenwood
Founder and Managing Director
Kellie Lindsay
Senior Client Service Administrator
Kelsey Hale
Private Client Adviser
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FAQ
WealthSpan operates in the Finance industries. More details can be found on the official website: wealthspan.com.au.
The headquarters of WealthSpan are located in South Yarra, Australia.
You can contact WealthSpan by phone at +61-3-91222060.
WealthSpan currently employs 1-10 people.
Well-known competitors of WealthSpan include Henderson Matusch, NTLS Wealth Management and Securitas Protect.
