Brand profile · Financial Services

Pert & Associates

Pert & Associates works in Financial Services, out of Gold Coast, QLD. Privately held, at pertassoc.com.au. It holds three addresses on record, all in Australia. It employs 3 people, on the record. The record links four similar brands, most of them in Financial Services.

pertassoc.com.au LinkedIn

Profile live Privately Held Founded 2003 1 office country
Counted staff
3
self-reported 2–10 band
Founded
2003
23 years
Legal entities
None matched
Office countries
1
3 addresses
Funding rounds
None on record
Company type
Privately Held
self-reported
Use this profile Compare Your shortlist

Description

Pert & Associates is a boutique firm with offices on the Gold Coast, Brisbane and in Sydney. The number of clients is limited in order to ensure a high level of Personalised attention and direct access to the partners’ expertise.

Clients include Medical Specialists, Pilots and professionals in other expert fields who are high net worth individuals.

Do you want to know more about the unique personal CFO service?

Pert & Associates would be happy to discuss your specific situation with you and help you work towards true financial independence by providing you with your personal CFO.

Locations

Australiaprimary

Country footprint

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

All codes: AU

Addresses

  • AULevel 2/52 Davenport Street, Southport; Gold Coast, QLD 4215Primary
  • AULevel 1/10 Bridge Street; Sydney, NSW 2000
  • AU3/290 Boundary Street, Spring Hill; Brisbane, QLD 4000

Grid intelligence Members

Spending power

TheGrid Corporate Spending Power index would rate purchasing capacity from registry, scale and activity signals.

Spending power

Notify me about spending power

Signals & hiring

Hiring, headcount and registry-change signals, streamed to members.

Latest signal
Hiring activity
Headcount trend
Notify me about signals

Financials

Registry-filed capital and financial indicators, standardised by TheGrid.

Paid-up capital
Fiscal period
Registered charges
Revenue
Profit / loss
Notify me about financials

People & contacts

1 employee profiles on record · names withheld.

The people relation is never requested, so there is nothing here to unlock.

Notify me about contacts Tell us who you need to reach and we will tell you when a consented source is live.

FAQ

How many people work at Pert & Associates?

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

Where does Pert & Associates have offices?

Three addresses on record, Australia only. Primary: Level 2/52 Davenport Street, Southport, Gold Coast, QLD 4215.

Has Pert & Associates raised funding?

None linked to this brand.

Which companies are listed alongside Pert & Associates?

Four peer profiles on record: Vista Financial Group and Aura Group.

What is Pert & Associates's website?

pertassoc.com.au