

Capri Financial Services Pty
Financial Services • Gold Coast, Queensland, Australia • 1-10 Employees
Company overview
| Headquarters | Capri on Via Roma, Level One, 15-21 Via Roma, Isle of Capri, Qld 4217, AU |
| Phone number | +6101237797 |
| Website | |
| NAICS | 52 |
| Keywords | Investments, Superannuation, Portfolio Management, Insurance, Financial Planning |
| Founded | 2016 |
| Employees | 1-10 |
| Socials |
Key Contact at Capri Financial Services Pty
Paul White
Managing Director
Capri Financial Services Pty Email Formats
Capri Financial Services Pty uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@caprifs.com.au), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@caprifs.com.au | 100% |
About Capri Financial Services Pty
At Capri we believe in old fashioned values teamed with new fashioned investment ideas and decisions. Built on trust, honesty, confidentiality and a passionate desire to see our clients become secure in their financial decisions both now and well into the future. We have over half a century of combined financial industry knowledge and experience and we strive to form long term financial relationships with our trusted clients, specialising in building wealth, protecting wealth, and providing retirement planning strategies. We understand that each client is unique in their financial needs and goals. So we endeavour to closely work alongside each client to help build an appropriate strategy tailored specifically to achieve the lifestyle and investment goals required.
Capri Financial Services Pty 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
Employees by Department
Capri Financial Services Pty has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
Capri Financial Services Pty has never raised funding before.
Capri Financial Services Pty Tech Stack
Discover the technologies and tools that power Capri Financial Services Pty's digital infrastructure, from frameworks to analytics platforms.
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Miscellaneous
Blogs
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Frequently asked questions
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