Brand profile · Financial Services

Certe

Certe is a Financial Services brand in Sydney, New South Wales. Privately held, at certe.com.au. It holds one address on record, all in Australia. It employs 24 people, on the record. It lists insurance, business succession and investment advice among its specialties. It is listed alongside nine similar brands, mostly in Financial Services.

Profile live Privately Held Founded 2015 1 office country

Key facts

Counted staff
24
self-reported 11–50 band
Founded
2015
11 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

Certe is a boutique financial advisory group, working exclusively with busy professionals and large professional service firms.

Bespoke solutions. Expert understanding.

Specialties

All 22 specialties
  • Wealth Management
  • Insurance
  • Life insurance
  • Trauma Insurance
  • TPD Insurance
  • Income Protection
  • Risk Advisory
  • Group Salary Continuance
  • Group Life Insurance
  • Key Person Insurance
  • Buy/Sell Insurance
  • Business Succession
  • Superannuation
  • Salary Continuance
  • Employee Benefits
  • Financial Planning
  • Wholesale Investment
  • Financial Advice
  • Retirement Advice
  • Investment Advice
  • Strategic Advice
  • Estate Planning

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

  • AU225 George St; Grosvenor Place, Level 32, Suite 7; Sydney, New South Wales 2000Primary

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

4 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.

The people relation is never requested, so there is nothing here to unlock.

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FAQ

How many people work at Certe?

24 counted staff profiles at January 2026, inside the self-reported 11–50 band.

Where does Certe have offices?

One address on record, Australia only. Primary: 225 George St, Grosvenor Place, Level 32, Suite 7, Sydney, New South Wales 2000.

Has Certe raised funding?

None linked to this brand.

What does Certe list as its specialties?

22 tags on the brand's own list, among them insurance, business succession and investment advice.

Which companies are listed alongside Certe?

10 profiles list Certe as a peer — 86th percentile in Financial Services. It lists ten peers of its own. Henwood Advisory and Premier Wealth Protection list it back.

What is Certe's website?