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
2000
26 years
Legal entities
None matched
Office countries
1
1 address
Funding rounds
None on record
Company type
Privately Held
self-reported
Description
We have been specialising in financial services and advice since 2000 and we were previously known as Poole and Partners Investment Services. We are still the same team, with the same values, just a new name and logo. We focus on providing thorough researched and tested strategies that are tailor made to your individual situation, alongside outstanding ongoing service. We put you at the centre of every decision to ensure that we consider all of your goals and objectives to help you reach your financial goals. We aim to help those who are looking to get more out of their financial situation and work towards their goals over the long term, not just during the first appointment.
Our team is based in Maroochydore on the Sunshine Coast, but we service a number of existing clients interstate and can help you wherever you are based within Australia. Whether you are looking for someone to manage your super or looking for an adviser that can go above and beyond to assist with any stage of your financial journey, we can help you.
Specialties
All 5 specialties
- Insurance
- Superannuation
- Investments
- Aged Care
- Financial Advice
Related specialties
Locations
Country footprint
Show as table · Offices in 1 country
| Countries | 1 |
|---|---|
| Primary country | AU |
All codes: AU
Addresses
- AU33 Sixth Avenue; Unit 1; Maroochydore, QLD 4558Primary
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
2 employee profiles on record · names withheld.
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FAQ
How many people work at Cotton Tree Financial Services?
The record holds 2 counted staff profiles at January 2026, inside the self-reported 2–10 band.
Where does Cotton Tree Financial Services have offices?
One address on record, Australia only. Primary: 33 Sixth Avenue, Unit 1, Maroochydore, QLD 4558.
Has Cotton Tree Financial Services raised funding?
None linked to this brand.
What does Cotton Tree Financial Services list as its specialties?
Five tags on the brand's own list, among them superannuation, aged care and insurance.
Which companies are listed alongside Cotton Tree Financial Services?
2 profiles list Cotton Tree Financial Services as a peer — 54th percentile in Financial Services. It lists two peers of its own. PrimeCare Financial Planning and All Financial Services Pty Ltd list it back.