Brand profile · Financial Services

Poole Advisory

Poole Advisory runs a Financial Services operation from Sydney, NSW. Ownership is privately held; it publishes at pooleadvisory.com.au. It holds two addresses on record, all in Australia. The record counts 3 people. Tagged financial planning and retirement planning. One Australian registration (ABN) is a confirmed match. The record links nine similar brands, most of them in Financial Services.

Profile live Privately Held 1 entity ABN 1 office country
Registry verified · ABR

Key facts

Counted staff
3
self-reported 2–10 band
Founded
Not recorded
Legal entities
1
ABR
Office countries
1
2 addresses
Funding rounds
None on record
Company type
Privately Held
self-reported
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Legal entity

1 brand → 1 confirmed entity
  • POOLE ADVISORY PTY LTD

    ABN15642040604

    NSWHigh confidenceMatched on exact nameABR

Legal entities

Poole Advisory: 1 registry entityPoole Advisory is linked to 1 registry entity: POOLE ADVISORY PTY LTD (ABN 15642040604, candidate).Poole AdvisoryPOOLE ADVISORY PTY LTDABN 15642040604Candidate · High confidence
Show as table · Poole Advisory: 1 registry entity
Poole Advisory: 1 registry entity
POOLE ADVISORY PTY LTDABN 15642040604
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

Poole Advisory is a boutique advisory firm offering a suite of financial services to help you get your financials under control.

Putting together the right strategy is crucial to achieving your goals to facilitate a life of fulfilment. Talk to Poole Advisory regarding one or all of our specialist offerings:

PLANNING Putting together the right strategy is crucial to achieving your goals to facilitate a life of fulfilment. Let us guide you in getting set up to achieve your short, medium and long-term goals on your journey to financial inner peace. Our mission is to work with you to help you realise your goals and put together a roadmap to where you would like to end up financially.

PROTECTION While growing wealth is what you may consider to be your main financial goal, protecting what you have built is a crucial aspect of our core business. Our wealth protection advice gives you peace of mind; that if something unforeseen should occur, you and your family are covered for whatever life may throw at you. Leaving the topic of insurance until the unthinkable happens can severely impact you and your family.

PROSPERITY With over 15 years of experience, our team has a proven track record in helping clients grow their wealth and achieve their goals. Opportunities are everywhere, it is about doing your homework and choosing wisely. Making the right decision today can have a significant impact on your future. Our job is to understand your appetite for risk and to match you with appropriate investment opportunities and structure so that you can grow your wealth effectively. We will keep you focussed on the end goals so that you can continue to maintain a disciplined approach and reap the rewards.

Specialties

All 4 specialties
  • Financial planning
  • Financial protection
  • Financial prosperity
  • Retirement planning

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

  • AULevel 1, 60 Martin Place; Sydney, NSW 2000Primary
  • AUShop B, Level 1, 310-312 Bong Bong Street; Bowral, NSW 2576

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Spending power

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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.

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.

Counts only. No names are stored here, and none are served.

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FAQ

Which legal entity operates under Poole Advisory?

One New South Wales entity on the ABR. POOLE ADVISORY PTY LTD (ABN 15 642 040 604), high confidence.

How many people work at Poole Advisory?

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

Where does Poole Advisory have offices?

Two addresses on record, Australia only. Primary: Level 1, 60 Martin Place, Sydney, NSW 2000.

Has Poole Advisory raised funding?

None linked to this brand.

What does Poole Advisory list as its specialties?

Four tags on the brand's own list, among them financial planning and retirement planning.

Which companies are listed alongside Poole Advisory?

Nine peer profiles on record: STEELE CONSULTING P/L and Inner Wealth.

What is Poole Advisory's website?