Brand profile · Financial Services

Canopy Financial Group

Ringwood, Melbourne-based Canopy Financial Group operates in Financial Services. It is privately held, and its site is canopyfg.com.au. It holds one address on record, all in Australia. Headcount on record is 1. Its work is tagged estate planning, business advice and risk insurance. One Australian registration (ABN) is a confirmed match. It is listed alongside five similar brands, mostly in Financial Services.

Profile live Privately Held Founded 2011 1 entity ABN 1 office country
Registry verified · ABR

Key facts

Counted staff
1
self-reported band not used
Founded
2011
15 years
Legal entities
1
ABR
Office countries
1
1 address
Funding rounds
None on record
Company type
Privately Held
self-reported
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Legal entity

1 brand → 1 confirmed entity
  • CANOPY FINANCIAL GROUP PTY LTD

    ABN62153493488

    VICHigh confidenceMatched on exact nameABR

Legal entities

Canopy Financial Group: 1 registry entityCanopy Financial Group is linked to 1 registry entity: CANOPY FINANCIAL GROUP PTY LTD (ABN 62153493488, candidate).Canopy Financial GroupCANOPY FINANCIAL GROUPPTY LTDABN 62153493488Candidate · High confidence
Show as table · Canopy Financial Group: 1 registry entity
Canopy Financial Group: 1 registry entity
CANOPY FINANCIAL GROUP PTY LTDABN 62153493488
Confirmed matches0 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

CFG is a boutique financial services practice drawing on a vast reservoir of technical competencies and practical experience.

Value Proposition including tailored B2B and B2C offerings, encompassing expertise in Superannuation, Investments, Retirement Planning, Intergenerational Wealth, Personal Insurance, Tax Effective Strategies and Estate Planning.

Specialties

All 8 specialties
  • Investments
  • Tax-effective Strategies
  • Risk Insurance
  • Estate Planning
  • Inter-generational Financial Planning
  • Superannuation (including SMSFs)
  • Retirement & Aged Care Planning
  • Business Advice

Related specialties

Locations

Country footprint

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

All codes: AU

Addresses

  • AUWaterman Business Centre, Suite 24, C307, Level 3, Eastland Shopping Centre, 175 Maroondah Highway; Ringwood, Melbourne, Victoria 3134Primary

Grid intelligence Members

Spending power

TheGrid Corporate Spending Power index would rate purchasing capacity from registry, scale and activity signals.

Spending power

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.

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FAQ

Which legal entity operates under Canopy Financial Group?

One Victoria entity on the ABR: CANOPY FINANCIAL GROUP PTY LTD (ABN 62 153 493 488), high confidence.

How many people work at Canopy Financial Group?

1 counted staff profiles at January 2026. The brand's self-reported band sits above that count and is not published as a headcount.

Where does Canopy Financial Group have offices?

One address on record, Australia only. Primary: Waterman Business Centre, Suite 24, C307, Level 3, Eastland Shopping Centre, 175 Maroondah Highway, Ringwood, Melbourne, Victoria 3134.

Has Canopy Financial Group raised funding?

None linked to this brand.

What does Canopy Financial Group list as its specialties?

Eight tags on the brand's own list, among them estate planning, business advice and risk insurance.

Which companies are listed alongside Canopy Financial Group?

4 profiles list Canopy Financial Group as a peer — 67th percentile in Financial Services. It lists ten peers of its own. Bottrell Wealth and Bennett Williams list it back.

What is Canopy Financial Group's website?