Crown Wealth Group Information
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Crown Wealth Group
Summary
Founded by Financial Advisers and support professionals, Crown Wealth Group has a focus on what constitutes a successful advice process. We believe in sharing our experience with passionate advisers s...Show more
Social Links |   |
Phone Number | 1300 722 174 |
Industries | |
Headquarters Location | 58 Pitt St, Sydney, New South Wales, 2000 AU |
Employees Size | 10-50 employees |
Specialties | INVESTMENT MANAGEMENT, TAX PLANNING, WEALTH CREATION, PROTECTING ASSETS, SELF MANAGED FUNDS, PLANNING FOR RETIREMENT, AFSL, COMPLIANCE, DEALER GROUP, FINANCIAL PLANNING, CORPORATE AUTHORIZED REPRESENTATIVES |
Founded | 2014 |
Employees Turnover 4 quarter 2025
Length of Employment
Employee tenure at Crown Wealth Group shows a diverse range of experience levels:
9% have been with the company for less than 1 year18% for 1–2 years18% for 3–4 years27% for 5–7 years18% for 8–10 years9% have over 11 years of service at Crown Wealth GroupDiscover More
Contact top employees from
Crown Wealth Group
Tyler Kolbenschlag
COO & Co-Founder
Brendan Rodwell
CEO
Doug Coppola
Executive Director & Investment Committee Chairman
Sean Casullo
Senior Wealth Planner
Steven Lindgren
Chief Investment Officer & Partner
Nick Kolbenschlag
Chief Executive Officer & Co-Founder
Robert Lewis
Business Partnerships Manager
Philip Lucas
Queensland Manager
Zac OBrien
Managing Director of Athlete Division at Crown Wealth Group
Bailey Death
Operations Manager
Carter Hodgson
Associate Advisor
Scott Drake
Managing Director – Charlotte
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FAQ
The headquarters of Crown Wealth Group are located in Sydney, Australia.
You can contact Crown Wealth Group by phone at 1300 722 174.
Crown Wealth Group currently employs 10-50 people.
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