Brand profile · Financial Services

Suntax Financial Planning

Suntax Financial Planning runs a Financial Services operation from Sunbury, Victoria. It is privately held, and its site is suntax.com.au. It holds two addresses on record, all in Australia. Headcount on record is 3. One Australian registration (ABN) is a confirmed match. The record links nine similar brands, most of them in Financial Services.

Profile live Privately Held Founded 2024 1 entity ABN 1 office country
Registry verified · ABR

Key facts

Counted staff
3
self-reported 2–10 band
Founded
2024
2 years
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
  • SUNTAX FINANCIAL PLANNING PTY LTD

    ABN29673760364

    VICHigh confidenceMatched on exact nameABR

Legal entities

Suntax Financial Planning: 1 registry entitySuntax Financial Planning is linked to 1 registry entity: SUNTAX FINANCIAL PLANNING PTY LTD (ABN 29673760364, candidate).Suntax Financial PlanningSUNTAX FINANCIALPLANNING PTY LTDABN 29673760364Candidate · High confidence
Show as table · Suntax Financial Planning: 1 registry entity
Suntax Financial Planning: 1 registry entity
SUNTAX FINANCIAL PLANNING PTY LTDABN 29673760364
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

At Suntax Financial Planning, we specialise in providing tailored financial planning strategies for individuals approaching retirement and those already enjoying it.

Our focus is simple:

Helping you retire with confidence through clear, actionable strategies while maximising your retirement savings by prioritising direct investments wherever possible, giving you greater transparency, control, and potential returns.

We understand that retirement is a major life transition, not just financially, but personally. That’s why we take a deeply personalised approach, aligning your financial plan with your goals, lifestyle, and legacy aspirations.

Whether you're 5 years out from retirement or already living your next chapter, our experienced team is here to guide you through:

✔️ Superannuation and pension strategies ✔️ Transition to retirement planning ✔️ Direct share and investments ✔️ Tax-effective income streams ✔️ Estate planning and legacy strategies

We believe your investments should work for you — not through layers of hidden fees or complexity, but through smart, direct solutions.

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

  • AU14 Horne Street; Sunbury, Victoria 3429Primary
  • AU1007a Mount Alexander Rd; Essendon, Victoria 3040

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Spending power

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Spending power

Signals & hiring

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

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Hiring activity
Headcount trend

Financials

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

Paid-up capital
Fiscal period
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Profit / loss

People & contacts

3 employee profiles on record · names withheld.

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FAQ

Which legal entity operates under Suntax Financial Planning?

One Victoria entity on the ABR: SUNTAX FINANCIAL PLANNING PTY LTD (ABN 29 673 760 364), high confidence.

How many people work at Suntax Financial Planning?

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

Where does Suntax Financial Planning have offices?

Two addresses on record, Australia only. Primary: 14 Horne Street, Sunbury, Victoria 3429.

Has Suntax Financial Planning raised funding?

None linked to this brand.

Which companies are listed alongside Suntax Financial Planning?

2 profiles list Suntax Financial Planning as a peer — 54th percentile in Financial Services. It lists ten peers of its own. Suntax and Stickman Wealth Management list it back.

What is Suntax Financial Planning's website?