Brand profile · Financial Services

Equitem Financial Planning

Osborne Park-based Equitem Financial Planning operates in Financial Services. A partnership, at equitem.com.au. It holds one address on record, all in Australia. It employs 3 people, on the record. It lists investing, budgeting and sme among its specialties. It is listed alongside eight similar brands, mostly in Financial Services.

Profile live Partnership Founded 2001 1 office country

Key facts

Counted staff
3
self-reported 2–10 band
Founded
2001
25 years
Legal entities
None matched
Office countries
1
1 address
Funding rounds
None on record
Company type
Partnership
self-reported
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Description

We are financial strategists helping to plan, articulate, implement, and manage a pathway forward, so that our clients achieve short and long-term financial protection, certainty, and peace of mind.

With every engagement, we start by understanding the situation, priorities, and aspirations of our clients, and with that knowledge, we take on the responsibility of creating a financial strategy that protects what’s most important, both today and in the future.

Specialties

All 6 specialties
  • Investing
  • Superannuation
  • Financial Advice
  • Budgeting
  • Risk
  • SME

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

  • AUOsborne Park, WA 6017Primary

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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

3 employee profiles on record · names withheld.

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FAQ

How many people work at Equitem Financial Planning?

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

Where does Equitem Financial Planning have offices?

One address on record, Australia only. Primary: Osborne Park, WA 6017.

Has Equitem Financial Planning raised funding?

None linked to this brand.

What does Equitem Financial Planning list as its specialties?

Six tags on the brand's own list, among them investing, budgeting and sme.

Which companies are listed alongside Equitem Financial Planning?

Eight peer profiles on record: The Wealth Designers and Australia Wide Financial Planning.

What is Equitem Financial Planning's website?