Spending power
TheGrid Corporate Spending Power index would rate purchasing capacity from registry, scale and activity signals.
Spending power
Key facts
Counted staff
2
self-reported 2–10 band
Founded
2009
17 years
Legal entities
1
ABR
Office countries
1
1 address
Funding rounds
None on record
Company type
Privately Held
self-reported
Legal entity
1 brand → 1 confirmed entity
Aegis Financial Planning Pty Ltd
ABN52138297417
Legal entities
Show as table · Aegis Financial Planning: 1 registry entity
| Aegis Financial Planning Pty Ltd | ABN 52138297417 |
|---|---|
| Confirmed matches | 0 of 1 |
A candidate is a name match on the registry, not a confirmed identity, and two candidates are ambiguity rather than a corporate structure.
Description
We are a holistic financial advice practice based in Brisbane, Australia. We provide retirement planning, investment, cash flow, life insurance and aged care advice for professionals, managers, office workers and public servants seeking reliable information on how to improve their financial well-being. As a family business, we are committed to building trusting relationships with our clients by demonstrating the value of advice with our award winning service.
This information is general advice. We have not considered your objectives, personal or financial circumstances. You should consider the appropriateness of the advice for your circumstances before making any decision. You should obtain and consider the relevant Product Disclosure Statement and seek the assistance of an authorised financial adviser before making any decision regarding any products or strategies mentioned in this communication.
Aegis Financial Planning Pty Ltd | ABN 52 138 297 417 | Corp AR No. 001242680 Alliance Wealth Pty Ltd ABN 93 161 647 007 AFSL No. 449221 FSG: www.centrepointalliance.com.au/AW
Specialties
All 9 specialties
- Retirement Planning
- PSS
- CSS
- Aged Care
- Life Insurance
- Lending
- Superannuation
- Investments
- Centrelink
Related specialties
Locations
Country footprint
Show as table · Offices in 1 country
| Countries | 1 |
|---|---|
| Primary country | AU |
All codes: AU
Addresses
- AU13/307 Queen Street; Brisbane, QLD 4000Primary
Grid intelligence Members
Signals & hiring
Hiring, headcount and registry-change signals, streamed to members.
Latest signal
Hiring activity
Headcount trend
Financials
Registry-filed capital and financial indicators, standardised by TheGrid.
Paid-up capital
Fiscal period
Registered charges
Revenue
Profit / loss
People & contacts
1 employee profiles on record · names withheld.
Names and titles are intentionally absent from this page. The source relation carries no consent record across the privacy regimes this directory spans, so it is never requested and never stored. Search engines see exactly what you see here.
Counts only. No names are stored here, and none are served.
FAQ
Which legal entity operates under Aegis Financial Planning?
One Queensland entity on the ABR. Aegis Financial Planning Pty Ltd (ABN 52 138 297 417), high confidence.
How many people work at Aegis Financial Planning?
The record holds 2 counted staff profiles at January 2026, inside the self-reported 2–10 band.
Where does Aegis Financial Planning have offices?
One address on record, Australia only. Primary: 13/307 Queen Street, Brisbane, QLD 4000.
Has Aegis Financial Planning raised funding?
None linked to this brand.
What does Aegis Financial Planning list as its specialties?
Nine tags on the brand's own list, among them css, investments and superannuation.
Which companies are listed alongside Aegis Financial Planning?
Seven peer profiles on record: Assure Financial Pty Ltd and Silway Private Wealth.