Abracadabra Business Services

Financial Services • Perth, Western Australia, Australia • 1-10 Employees

Company overview

Headquarters	Perth, Western Australia, Australia
Website	abdab.com.au
NAICS	52
Keywords	Service, Growth, Development, Solution, Communication, Integration, Implementation, BPM, Superannuation, Finance, Design, Technology, Software, Compliance, Client Service, Financial Planning, Regulation, WMS, Industry, Business, Effective, Process, Fintech, Operation, Profit, Investor, Customisation, Knowledge, Integrity, Specialist, Procedure, System, Template, Comprehensive, Report, Practice, Efficiencies, Workflow Management System, Adviser, Xplan, Obligation, Iress, Re-Engineer, Business Process Map
Founded	2016
Employees	1-10

Key Contact at Abracadabra Business Services

Jodie Moir

Director / Workflow Management System Design, Integration & Customisation Specialist (XPlan)

About Abracadabra Business Services

Abracadabra Business Services has created a Workflow Management System within XPlan which boosts efficiencies and profits for Financial Planning practices. With over 45 years of combined Financial Planning industry experience, 15 years of which involved operating our own successful Financial Planning practice, we know exactly what is required to create an efficient, compliant & extremely profitable business and understand the tools necessary to achieve this. In the design of the Abracadabra Workflow Management System, we have drawn on our extensive experience in developing systems using both VisiPlan & XPlan which were successfully utilised for the day to day operations of our financial planning business. The Abracadabra Workflow Management System is a comprehensive, end to end system covering all aspects required for the efficient operation of a financial planning business including an inbuilt Procedure Manual documenting each process. By creating a universal system, we have negated the need for businesses to articulate their day to day processes and then translate this into an efficiently operating system within XPlan. The Abracadabra Workflow Management System is ready for immediate integration into any financial planning practice with minimal disruption to the day to day operations. The capability to customise it to an individual businesses unique offering if required, was also paramount in the design. “Those who don’t believe in Magic will never find it…” (Roald Dahl)

Abracadabra Business Services revenue & valuation

Annual revenue	$171,110
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$547,552
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Funding Data

Abracadabra Business Services has never raised funding before.

Frequently asked questions

Abracadabra Business Services is located in Perth, Western Australia, AU.

Abracadabra Business Services was founded in 2016, making it 10 years old. The company has established itself as a significant player in its industry over this time.

Abracadabra Business Services has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Abracadabra Business Services

Jodie Moir

Director / Workflow Management System Design, Integration & Customisation Specialist (XPlan)

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