Brand profile · Financial Services

Southern Advisory

Sydney-based Southern Advisory operates in Financial Services. A partnership, at southernadvisory.com.au. It holds one address on record, all in Australia. It employs 9 people, on the record. It lists risk insurance, business succession planning and investment planning among its specialties. It is listed alongside four similar brands, mostly in Financial Services.

southernadvisory.com.au LinkedIn

Profile live Partnership Founded 2012 1 office country
Counted staff
9
self-reported 2–10 band
Founded
2012
14 years
Legal entities
None matched
Office countries
1
1 address
Funding rounds
None on record
Company type
Partnership
self-reported
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Description

Southern Advisory is a Sutherland Shire based Financial Planning practice which services clients all over Sydney. We work hard to help you reach your individual goals and objectives in relation to wealth creation and your financial security through personalised financial planning.

People seek advice because they don’t have the time, knowledge or skills to manage their own finances. We are here to help you navigate through the obstacles and help you obtain peace of mind with your financial planning.

Leverage our experience and knowledge to keep up with changes in laws and regulations about tax and superannuation, understanding markets and selecting the right investment opportunity to suit your needs. These days hard working Australian's don't have the time nor the inclination to stay up to date and on top of all these issues, but it’s something financial planners do every day.

Licensee: Akumin AFSL 234665 https://akumin.com.au/

Specialties

All 7 specialties
  • Financial Planning
  • Risk Insurance
  • Superannuation & SMSF
  • Retirement Planning
  • Investment Planning
  • Business Succession Planning
  • Corporate Super

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

  • AUSydneyPrimary

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Spending power

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Signals & hiring

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Financials

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People & contacts

4 employee profiles on record · names withheld.

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

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FAQ

How many people work at Southern Advisory?

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

Where does Southern Advisory have offices?

One address on record, Australia only. Primary: Sydney.

Has Southern Advisory raised funding?

None linked to this brand.

What does Southern Advisory list as its specialties?

Seven tags on the brand's own list, among them risk insurance, business succession planning and investment planning.

Which companies are listed alongside Southern Advisory?

Four peer profiles on record: COLLYBUS and FMA Partners.

What is Southern Advisory's website?

southernadvisory.com.au