The Wealth Connection logo
VerifiedFinancial Services· Founded 2014

The Wealth Connection

Imagining a niche financial services group based on providing a unique customer experience, Nathan Hancock & Nik Preiner set out to create a truly personalized & engaging financial services offering. The vision was to service every financial need under the one roof and simplifiy complex financial terms & strategies in a manner that was digestible and above all, relatable. Nathan and Nik began building a business model that integrated premium service, a boutique aesthetic, and a strong attention to detail. In 2014 The Wealth Connection was born, bringing their vision to life. In 2016, Roger joined The Wealth Connection bringing with him over 38 years of experience in the financial services industry. The offering quickly expanded to provide our complete suite of services to all demograhics and life stages. Roger heads up the Private Wealth Service and has taken up the role of Chairman for the group helping the existing directors continue to develop a highly respected, well connected, and truly client focused business. The Wealth Connection has flourished and grown to include a diverse staffing base implemented to help meet the growing demand for our services across three office locations in Austinmer, Canberra and Milton. The team includes a number of talented financial advisers & mortgage brokers as well as a dedicated and highly capable group of support staff to ensure exceptional outcomes for our clients.

7-day free trial · no credit card

HeadquartersAustinmer, AustraliaEmployees16(11 to 50)Founded year2014Websitethewealthconnection.com.auLinkedIn profileLinkedIn

Verified contacts

15

available on Kipplo

LinkedIn employees

16

11 to 50 range

Open roles

no listings

Distinct roles

9

indexed titles

Tech stack

0

tools in use

Monthly traffic

3

organic / mo

Sign up free to see all 15 verified contacts at The Wealth Connection

Free for 7 days · 50 credits · no card · only pay for verified records.

Sign up free

Decision-makers and verified team members

15 contacts with verified email or phone · masked until revealed.

Sign up free →

Top roles at The Wealth Connection

9 distinct titles indexed · top 9 shown.

  • 4client relationship manager
  • 2finance broker
  • 2financial adviser
  • 1chairman and principal adviser
  • 1director finance broker
  • 1director financial adviser
  • 1financial advisor
  • 1financial controller
  • 1mortgage & finance broker

Sign up to unlock all 15 contacts at The Wealth Connection

Free for 7 days · 50 credits · no card · only pay for verified records.

Sign up free

Sign up to reveal 15 verified contacts at The Wealth Connection

7-day trial · no credit card · cancel anytime · only pay for verified records.

Trusted by sales, marketing, and GTM engineering teams.

The Wealth Connection | Kipplo Discover