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.
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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
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Decision-makers and verified team members
15 contacts with verified email or phone · masked until revealed.
- HW
Hannah Woodley
Client Relationship Manager · Customer/Client Service
EmailPhone - TR
Tim Rudkin
Finance Broker · Finance & Accounting
EmailPhone - LK
Leah Keelan
Financial Adviser · Finance & Accounting
EmailPhone - NH
Nathan Hancock
Director Financial Adviser · Finance & Accounting
EmailPhone - NP
Nik Preiner
Director Finance Broker · Finance & Accounting
EmailPhone - AM
Asha Meusburger
Client Relationship Manager · Customer/Client Service
EmailPhone - DB
Dylan Beer
Finance Broker · Finance & Accounting
EmailPhone - LP
Lacey P.
Client Relationship Manager · Customer/Client Service
EmailPhone - TW
Tristan White
Mortgage & Finance Broker · Finance & Accounting
EmailPhone
Showing 9 of 15 verified contacts
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
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