Brand profile · Financial Services

Allan Advisory Group

Allan Advisory Group is a Financial Services brand in Melbourne, Victoria. It is privately held, and its site is allanadvisorygroup.com.au. It holds one address on record, all in Australia. Headcount on record is 4. Its work is tagged smsf, retirement and insurance. It is listed alongside five similar brands, mostly in Financial Services.

allanadvisorygroup.com.au LinkedIn

Profile live Privately Held Founded 2008 1 office country
Counted staff
4
self-reported 2–10 band
Founded
2008
18 years
Legal entities
None matched
Office countries
1
1 address
Funding rounds
None on record
Company type
Privately Held
self-reported
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Description

Established in 2008 with a view to providing high-quality, ethical, holistic financial advisory services to clients who want a personal and trusting relationship with an advisor.

We offer a range of services to meet the needs of our clients at various stages of life, in order to achieve their financial, lifestyle and insurance goals. We offer tailor-made strategies focused on important life events that impact financial wellbeing.

We are with our clients for the long-haul as we want to see them realise their financial goals for themselves, their families and their retirement.

Specialties

All 13 specialties
  • Superannuation
  • Estate Planning
  • SMSF
  • Wealth Protection
  • Business Solutions
  • Aged Care
  • Retirement
  • Investment Advice
  • Insurance
  • SMEs
  • Specialist Advice for Medical Professionals
  • Income Protection
  • Lifestyle Protection

Related specialties

Locations

Australiaprimary

Country footprint

Offices in 1 countryCountry footprint: 1 country, primary AU. Codes: AU.1 countryprimary AUAU
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Countries1
Primary countryAU

All codes: AU

Addresses

  • AULevel 8, 221 Queen Street; Melbourne, Victoria 3000Primary

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Spending power

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Signals & hiring

Hiring, headcount and registry-change signals, streamed to members.

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Financials

Registry-filed capital and financial indicators, standardised by TheGrid.

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People & contacts

4 employee profiles on record · names withheld.

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FAQ

How many people work at Allan Advisory Group?

4 counted staff profiles at January 2026, inside the self-reported 2–10 band.

Where does Allan Advisory Group have offices?

One address on record, Australia only. Primary: Level 8, 221 Queen Street, Melbourne, Victoria 3000.

Has Allan Advisory Group raised funding?

None linked to this brand.

What does Allan Advisory Group list as its specialties?

13 tags on the brand's own list, among them smsf, retirement and insurance.

Which companies are listed alongside Allan Advisory Group?

Five peer profiles on record: Cobram Estate Olives Limited and Lonsec.

What is Allan Advisory Group's website?

allanadvisorygroup.com.au