Brand profile · Financial Services

RGM Financial Group

RGM Financial Group runs a Financial Services operation from Moe, Victoria. Ownership is privately held; it publishes at rgmgroup.com.au. It holds three addresses on record, all in Australia. The record counts 45 people. Tagged succession planning, business structuring and self managed superannuation funds. The record links four similar brands, most of them in Financial Services.

Profile live Privately Held Founded 1956 1 office country

Key facts

Counted staff
45
self-reported 11–50 band
Founded
1956
70 years
Legal entities
None matched
Office countries
1
3 addresses
Funding rounds
None on record
Company type
Privately Held
self-reported
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Description

RGM is a financial services firm providing exceptional advisory services throughout Victoria, including Gippsland and Melbourne. We have a proud history of building wealth and security for over 60 years. We are a team with a difference. We've recruited only the best and brightest minds in the business.

Many within our team have additional qualifications for specialist advice because we're a team of experts, you can be sure that we share knowledge to get the very best results for our clients.

With offices in Traralgon, Moe and Drouin offering comprehensive professional services in Accounting, Financial Planning and Superannuation. Innovative solutions in strategic business planning, income tax planning, and capital gains tax planning are provided by our experienced accounting and business advisory team to ensure that our clients achieve their full potential. Of course, we prepare and lodge income tax returns and business activity statements too. We also provide bookkeeping and administration support to our business clients.

It's about holistic advice from highly qualified people who know. And with the right advice, there's no goal you can't achieve. It's as simple as that.

We invite you to call us for a complimentary consultation on 03 5120 1400.

Specialties

All 14 specialties
  • Tax & Accounting
  • GST & PAYG
  • Succession Planning
  • Business Structuring
  • Corporate Finance
  • Retirement Planning
  • Insurance Advice
  • Tax Planning Strategies
  • Business Services
  • Taxation
  • Financial Planning
  • Self Managed Superannuation Funds
  • Risk Insurance
  • Business Advisory

Related specialties

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

  • AU33 Kirk St; Moe, Victoria 3825Primary
  • AU25 Princes Way; Drouin, Victoria 3818
  • AU18 Hotham St; Traralgon, Victoria 3844

Grid intelligence Members

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

4 employee profiles on record · names withheld.

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FAQ

How many people work at RGM Financial Group?

The record holds 45 counted staff profiles at January 2026, inside the self-reported 11–50 band.

Where does RGM Financial Group have offices?

Three addresses on record, Australia only. Primary: 33 Kirk St, Moe, Victoria 3825.

Has RGM Financial Group raised funding?

None linked to this brand.

What does RGM Financial Group list as its specialties?

14 tags on the brand's own list, among them succession planning, business structuring and self managed superannuation funds.

What is RGM Financial Group's website?