Spending power
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Spending power
Key facts
Counted staff
9
self-reported band not used
Founded
2010
16 years
Legal entities
None matched
Office countries
1
1 address
Funding rounds
None on record
Company type
Public Company
self-reported
Description
We specialising in helping people make good financial decision.
We typically help time poor white collar professionals between 30-45 sort out their finances and address things that they've been meaning to look at for years such as:
- Reviewing costs and trying to save more money each month
- Paying more off the mortgage / getting into the property market
- Getting advice on tax planning
- Doing something better/consolidating super or considering self managed super
- Sorting out life insurances
- Considering investment into shares and property
- a road map to retirement / stage in life where they can work because they like to, not because they have to
We leverage technology and innovation to provide efficient, cost effective financial advisory services to clients. We not only provide financial advice, but we have strong capabilities in project managing the implementation of our agreed actions given the time constraints of our typical clients.
We have 5 financial planners, 3 support staff and hold our own financial services licence.
Our office is located on Level 3, 49 York Street Sydney and our initial consultation is at no cost.
Specialties
- wealth accumulation
- investment advice
- investment property
- financial planning
- retirement planning
- self managed super funds
All 6 specialties
- Financial Planning
- Investment Advice
- Wealth Accumulation
- Retirement Planning
- Investment Property
- Self Managed Super Funds
Related specialties
Locations
Country footprint
Show as table · Offices in 1 country
| Countries | 1 |
|---|---|
| Primary country | AU |
All codes: AU
Addresses
- AULevel 11; 99 York Street; Sydney, NSW 2000Primary
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
4 employee profiles on record · names withheld.
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FAQ
How many people work at FinancialAdvisor.com.au?
9 counted staff profiles at January 2026. The brand's self-reported band sits above that count and is not published as a headcount.
Where does FinancialAdvisor.com.au have offices?
One address on record, Australia only. Primary: Level 11, 99 York Street, Sydney, NSW 2000.
Has FinancialAdvisor.com.au raised funding?
None linked to this brand.
What does FinancialAdvisor.com.au list as its specialties?
Six tags on the brand's own list, among them wealth accumulation, investment advice and investment property.
Which companies are listed alongside FinancialAdvisor.com.au?
Seven peer profiles on record: Pennytel and Vision Intelligence.