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Spending power
Key facts
Counted staff
1
self-reported band not used
Founded
2018
8 years
Legal entities
None matched
Office countries
1
1 address
Funding rounds
None on record
Company type
Privately Held
self-reported
Description
Conveniently located in the heart of Melbourne, Foundation Financial Advice is a Financial Planning Practice which helps clients like you maximise their financial position, ensure no opportunities are missed and provide an obtainable pathway to wealth. We help you achieve your goals, so you can focus on enjoying life and not worrying about financial problems.
Well renowned across Victoria's Public and Emergency Services, Foundation Financial Advice specialises in Defined benefits. We take pleasure in optimising formula-driven benefits to ensure our clients always get the best possible outcome from these funds.
We have successful experience in advising clients to add significant value to their wealth across Superannuation and Retirement Planning. This has included Public Sector Funds (such as ESSSuper Defined Benefits and the ESSS DB, PSS and CSS), Industry Super, Private Funds and sophisticated Self-Managed Superannuation (SMSF) strategies.
Further areas of speciality include, but are not limited to; Personal Insurance to protect your wealth and your family. Wealth building, gearing and Investment Management so you can build multiple incomes and have your money work for you. Debt Reduction and Recycling to own your home sooner. Social Security (Centrelink, Disability Support and DVA) and Work Cover strategies (post claim) to ensure you obtain everything you are possibly eligible for.
Specialties
All 9 specialties
- Certified Financial Planner
- Defined Benefit Expert
- Registered Tax (Financial) Planner
- SMSF Specialist Advisory
- FPA Professional Practice
- Intergenerational Planning
- Retirement Planning
- Superannuation Specialist
- Industry Funds
Related specialties
Locations
Country footprint
Show as table · Offices in 1 country
| Countries | 1 |
|---|---|
| Primary country | AU |
All codes: AU
Addresses
- AU140 William St; Level 40; Melbourne, Victoria 3000Primary
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Signals & hiring
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Latest signal
Hiring activity
Headcount trend
Financials
Registry-filed capital and financial indicators, standardised by TheGrid.
Paid-up capital
Fiscal period
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Revenue
Profit / loss
People & contacts
1 employee profiles on record · names withheld.
Names and titles are intentionally absent from this page. The source relation carries no consent record across the privacy regimes this directory spans, so it is never requested and never stored. Search engines see exactly what you see here.
The people relation is never requested, so there is nothing here to unlock.
FAQ
How many people work at Foundation Financial Advice?
1 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 Foundation Financial Advice have offices?
One address on record, Australia only. Primary: 140 William St, Level 40, Melbourne, Victoria 3000.
Has Foundation Financial Advice raised funding?
None linked to this brand.
What does Foundation Financial Advice list as its specialties?
Nine tags on the brand's own list, among them retirement planning.
Which companies are listed alongside Foundation Financial Advice?
Seven peer profiles on record: Lance East Office and Northeast Wealth.