Brand profile · Financial Services

Experien Financial Services

Experien Financial Services is a Financial Services brand in Sydney, New South Wales. Ownership is privately held; it publishes at experien.com.au. It holds four addresses on record, all in Australia. The record counts 5 people. Tagged investment advice, retirement planning and superannuation. One Australian registration (ABN) is a confirmed match. It is listed alongside seven similar brands, mostly in Financial Services.

experien.com.au LinkedIn

Profile live Privately Held Founded 2019 1 entity ABN 1 office country
Registry verified · ABR
Counted staff
5
self-reported 2–10 band
Founded
2019
7 years
Legal entities
1
ABR
Office countries
1
4 addresses
Funding rounds
None on record
Company type
Privately Held
self-reported
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Legal entity

1 brand → 1 confirmed entity

  • EXPERIEN FINANCIAL SERVICES PTY LTD

    ABN32631346757

    NSWHigh confidenceMatched on exact nameABR

Legal entities

Experien Financial Services: 1 registry entityExperien Financial Services is linked to 1 registry entity: EXPERIEN FINANCIAL SERVICES PTY LTD (ABN 32631346757, candidate).Experien Financial ServicesEXPERIEN FINANCIALSERVICES PTY LTDABN 32631346757Candidate · High confidence
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EXPERIEN FINANCIAL SERVICES PTY LTDABN 32631346757
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

At Experien Financial Services our objective is to help clients develop a strategy to convert their current income and assets into wealth in retirement. We use our bespoke actuarial modelling (running thousands of investment and longevity scenarios) to interactively refine a strategy with the client, aiming to give them the outcome with the highest likelihood of success.

We help clients solve the following issues and more:

Show all 15 entries
  • How much money do they need to retire?
  • How should they invest their savings before retirement?
  • Which superannuation fund provides the investment flexibility they need, in a cost-effective manner?
  • Should they have an SMSF?
  • How do they most effectively transition to retirement?
  • How do they invest in retirement to ensure that their wealth lasts for as long as they live?
  • How do they minimise tax on their investments?
  • How do they maximise social security entitlements?
  • How do they reduce investment risk while still achieving optimal investment returns?
  • What should they do with their insurance payout or inheritance?
  • Should they buy/sell a property?
  • How do they balance their monthly budget?
  • How do they minimise the tax their dependants pay if they die?
  • How much is the optimal amount of insurance for their needs?
  • What is the most cost effective insurance solution?

Experien Financial Services is a member of the Experien Insurance Services group of companies - a national firm of financial advisers with over 6,000 clients.

Our founders are actuaries, conservative by nature, experts in risk and modelling, with more than 25 years of experience in superannuation.

As professionals, our clients are busy looking after their patients or clients customers, are working long hours and don’t have the time to look after their own financial situation. They need a trusted financial specialist to work as their concierge 24/7. We are this concierge, whether it’s for insurance or your superannuation and investments planning.

Specialties

All 5 specialties
  • Personal Insurance
  • Superannuation
  • Financial Modelling
  • Retirement Planning
  • Investment advice

Related specialties

Locations

Australiaprimary

Country footprint

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

All codes: AU

Addresses

  • AU264 George St; Suite 2201, Australia Square; Sydney, New South Wales 2000Primary
  • AU133 Mary St; Level 11; Brisbane City, Queensland 4000
  • AU120 Collins St; Level 50; Melbourne CBD, Victoria 3000
  • AU22 Railway Rd; Suite 31; Subiaco, Western Australia 6008

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Signals & hiring

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Financials

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People & contacts

1 employee profiles on record · names withheld.

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FAQ

Which legal entity operates under Experien Financial Services?

One New South Wales entity on the ABR. EXPERIEN FINANCIAL SERVICES PTY LTD (ABN 32 631 346 757), high confidence.

How many people work at Experien Financial Services?

The record holds 5 counted staff profiles at January 2026, inside the self-reported 2–10 band.

Where does Experien Financial Services have offices?

Four addresses on record, Australia only. Primary: 264 George St, Suite 2201, Australia Square, Sydney, New South Wales 2000.

Has Experien Financial Services raised funding?

None linked to this brand.

What does Experien Financial Services list as its specialties?

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

Which companies are listed alongside Experien Financial Services?

Seven peer profiles on record: Brett & Watson Consulting Actuaries and Calibre Financial Technology | CalibreRMS.

What is Experien Financial Services's website?

experien.com.au