Spending power
TheGrid Corporate Spending Power index would rate purchasing capacity from registry, scale and activity signals.
Spending power
Key facts
Counted staff
23
self-reported 11–50 band
Founded
1988
38 years
Legal entities
1
ABR
Office countries
1
2 addresses
Funding rounds
None on record
Company type
Privately Held
self-reported
Legal entity
1 brand → 1 confirmed entity
SYDNEY FINANCIAL PLANNING PTY LTD
ABN29606413254
Legal entities
Show as table · Sydney Financial Planning: 1 registry entity
| SYDNEY FINANCIAL PLANNING PTY LTD | ABN 29606413254 |
|---|---|
| Confirmed matches | 0 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
We have been a specialist financial planning company for a quarter of a century.
Everything we do is based on our philosophy of taking the time to discover what really matters to our clients. A lot of the discussions we have are about intangible topics and ‘what if’ scenarios, so it requires a lot of attention, time and care to get right.
Before we start thinking about the services and strategies we can offer you, we take the time to understand:
•What is unique about you •What is important to you, and •What is it that you want to achieve in life
We understand that everyone is unique with their own dreams and visions, and so is our advice. Life is a journey with ups and downs, and we specialise in creatively and effectively solving your financial challenge and reaping the biggest rewards from your financial successes.
This LinkedIn Page contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider you financial situation and needs before making any decisions based on this information.
Sydney Financial Planning ABN 35 002 976 294 is an authorised representative of Charter Financial Planning, Australian Financial Services Licensee (AFS Licence No. 234663)
Please click here: http://www.sydneyfinancialplanning.com.au/resources/financial-services-guide, to access the company's FSG.
Specialties
All 9 specialties
- Financial Planning
- Financial Advice
- Wealth Creation and Preservation
- Business advice
- Business Succession Planning
- Lifestyle Protection Strategies
- Retirement Planning
- Tax Effective Strategies
- Self Managed Super Funds (SMSF)
Related specialties
Locations
Country footprint
Show as table · Offices in 1 country
| Countries | 1 |
|---|---|
| Primary country | AU |
All codes: AU
Addresses
- AUEdgecliff Mews, Level 2; Suite 13, 201 new South Head Road; Edgecliff, NSW 2027Primary
- AULevel 2; Suite 5C, 52 Burrelli Street; Wollongong, NSW 2500
Grid intelligence Members
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.
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.
The people relation is never requested, so there is nothing here to unlock.
FAQ
Which legal entity operates under Sydney Financial Planning?
One New South Wales entity on the ABR: SYDNEY FINANCIAL PLANNING PTY LTD (ABN 29 606 413 254), high confidence.
How many people work at Sydney Financial Planning?
23 counted staff profiles at January 2026, inside the self-reported 11–50 band.
Where does Sydney Financial Planning have offices?
Two addresses on record, Australia only. Primary: Edgecliff Mews, Level 2, Suite 13, 201 new South Head Road, Edgecliff, NSW 2027.
Has Sydney Financial Planning raised funding?
None linked to this brand.
What does Sydney Financial Planning list as its specialties?
Nine tags on the brand's own list, among them business advice, business succession planning and retirement planning.
Which companies are listed alongside Sydney Financial Planning?
16 profiles list Sydney Financial Planning as a peer — 93rd percentile in Financial Services. It lists ten peers of its own. Sydney Financial Group and Jacaranda Financial Planning list it back.