Brand profile · Financial Services

Connect Financial Planning Services

Connect Financial Planning works in Financial Services, out of Lismore, New South Wales. Ownership is privately held; it publishes at connecta.com.au. It holds three addresses on record, all in Australia. The record counts 2 people. Tagged superannuation, retirement planning and estate planning. One Australian registration (ABN) is a confirmed match. The record links seven similar brands, most of them in Financial Services.

Profile live Privately Held Founded 2018 1 entity ABN 1 office country
Registry verified · ABR

Key facts

Counted staff
2
self-reported 2–10 band
Founded
2018
8 years
Legal entities
1
ABR
Office countries
1
3 addresses
Funding rounds
None on record
Company type
Privately Held
self-reported
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Legal entity

1 brand → 1 confirmed entity
  • CONNECT FINANCIAL PLANNING SERVICES PTY LTD

    ABN32624627818

    NSWHigh confidenceMatched on exact nameABR

Legal entities

Connect Financial Planning Services: 1 registry entityConnect Financial Planning Services is linked to 1 registry entity: CONNECT FINANCIAL PLANNING SERVICES PTY LTD (ABN 32624627818, candidate).Connect Financial PlanningServicesCONNECT FINANCIALPLANNING SERVICES PTY L…ABN 32624627818Candidate · High confidence
Show as table · Connect Financial Planning Services: 1 registry entity
Connect Financial Planning Services: 1 registry entity
CONNECT FINANCIAL PLANNING SERVICES PTY LTDABN 32624627818
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

Connect Financial Planning Services was launched in April 2018 and was born from a passion to provide quality financial advice where the client’s best interests come first.

Connect Financial Planning Services is a privately-owned financial advisory and wealth management business. We are an authorised representative of Capstone Financial Planning, a 100% privately-owned national Australian Financial Services Licensee that has no alignment to any bank or financial institution.

Specialties

All 5 specialties
  • Superannuation
  • Retirement Planning
  • Wealth Creation
  • Risk Protection
  • 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

  • AU7 Carrington St; Lismore, New South Wales 2480Primary
  • AU12 Geneva St; Kyogle, New South Wales 2474
  • AU150 Walker St; Casino, New South Wales 2470

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Spending power

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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 Connect Financial Planning Services?

One New South Wales entity on the ABR. CONNECT FINANCIAL PLANNING SERVICES PTY LTD (ABN 32 624 627 818), high confidence.

How many people work at Connect Financial Planning Services?

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

Where does Connect Financial Planning Services have offices?

Three addresses on record, Australia only. Primary: 7 Carrington St, Lismore, New South Wales 2480.

Has Connect Financial Planning Services raised funding?

None linked to this brand.

What does Connect Financial Planning Services list as its specialties?

Five tags on the brand's own list, among them superannuation, retirement planning and estate planning.

Which companies are listed alongside Connect Financial Planning Services?

Seven peer profiles on record: AdvicePlus Financial Solutions and Sovereign Oak.

What is Connect Financial Planning Services's website?