Brand profile · Financial Services

Sherpa Financial Group, Australia

Sherpa Financial Group, Australia runs a Financial Services operation from Bentleigh, Victoria. It is privately held, and its site is sherpafg.com.au. It holds one address on record, all in Australia. Headcount on record is 5. Its work is tagged self managed super fund, financial management and superannuation. One Australian registration (ABN) is a confirmed match. The record links eight similar brands, most of them in Financial Services.

sherpafg.com.au LinkedIn

Profile live Privately Held Founded 2008 1 entity ABN 1 office country
Registry verified · ABR
Counted staff
5
self-reported 2–10 band
Founded
2008
18 years
Legal entities
1
ABR
Office countries
1
1 address
Funding rounds
None on record
Company type
Privately Held
self-reported
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Legal entity

1 brand → 1 confirmed entity

  • SHERPA FINANCIAL GROUP PTY LTD

    ABN87606750976

    VICHigh confidenceMatched on exact nameABR

Legal entities

Sherpa Financial Group, Australia: 1 registry entitySherpa Financial Group, Australia is linked to 1 registry entity: SHERPA FINANCIAL GROUP PTY LTD (ABN 87606750976, candidate).Sherpa Financial Group, AustraliaSHERPA FINANCIAL GROUPPTY LTDABN 87606750976Candidate · High confidence
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SHERPA FINANCIAL GROUP PTY LTDABN 87606750976
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

As with our namesakes, the Himalayan Sherpa, we pride ourselves in guiding our clients and helping them achieve their ultimate goals. But this is not the end of the journey. Sherpa Financial Group ensures that we will be with our clients every step of the way, through the difficult landscape of today’s financial environment.

Sherpa Financial Group will guide you through all the difficult aspects of the financial landscape. Our team of professionals will ensure that you reach the top of the mountain and, just as importantly, back to your home base.

We provide an array of services including:

Show all 11 entries
  • Strategic Financial Planning & Advisory Services
  • Superannuation & Retirement Planning
  • Tax & Trust Planning
  • Professional Investment Management
  • Self Managed Superannuation Fund (SMSF) Strategies
  • Budgeting & Cash Flow Management
  • Wealth Creation & Management
  • Business Succession Planning
  • Intergenerational Planning
  • Estate Planning
  • Personal Insurance & Risk Management

We have in-depth experience in financial planning and wealth management, but we also bring in other professionals as and when required for a successful financial plan. We will also work with any professionals with whom you already have a relationship. We care for all your financial and related needs.

To book your obligation-free appointment, please do not hesitate to contact us on 03 9563 3066 or email - admin@sherpafg.com.au.

Specialties

All 13 specialties
  • Tax & Trust Planning
  • Budgeting & Cash Flow Management
  • Comprehensive Financial Planning
  • Superannuation
  • Self Managed Super Fund
  • Investment Management
  • Financial Management
  • Superannuation & Retirement Planning
  • Business Succession Planning
  • Family Protection - Life & Living
  • Income Protection
  • Estate Planning
  • Personal Insurance & Risk Management

Related specialties

Locations

Australiaprimary

Country footprint

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

All codes: AU

Addresses

  • AU269 Centre Rd; Suite 1.02; Bentleigh, Victoria 3204Primary

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Spending power

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Signals & hiring

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Financials

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

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People & contacts

3 employee profiles on record · names withheld.

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FAQ

Which legal entity operates under Sherpa Financial Group, Australia?

One Victoria entity on the ABR: SHERPA FINANCIAL GROUP PTY LTD (ABN 87 606 750 976), high confidence.

How many people work at Sherpa Financial Group, Australia?

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

Where does Sherpa Financial Group, Australia have offices?

One address on record, Australia only. Primary: 269 Centre Rd, Suite 1.02, Bentleigh, Victoria 3204.

Has Sherpa Financial Group, Australia raised funding?

None linked to this brand.

What does Sherpa Financial Group, Australia list as its specialties?

13 tags on the brand's own list, among them self managed super fund, financial management and superannuation.

Which companies are listed alongside Sherpa Financial Group, Australia?

Eight peer profiles on record: Fresh Networking and Harvest Financial Group.

What is Sherpa Financial Group, Australia's website?

sherpafg.com.au