


Cruz
Financial Services • Gold Coast, Queensland, Australia • 11-20 Employees
Company overview
| Headquarters | 11/76 Township Dr, Burleigh Heads, Queensland 4220, AU |
| Website | |
| NAICS | 52 |
| Keywords | Debt Structuring, Asset Protection, Business Succession, Property Analysis, Intergenerational Wealth & Estate Planning, Family Board Guidance |
| Founded | 2017 |
| Employees | 11-20 |
Key Contacts at Cruz
Cruz Sherman
Ceo And President
Abdullah Albusairi
Co-Owner
Lungu Marian
Chief Executive Officer
Jim Porter
Owner
Rupal Gohil
Director
Jessie X
Principal Owner
Ricky Cruz
Owner
Carlos Lopez
Director
Christina Cruz
Owner
Cathan Cruz
Owner
Cruz Email Formats
Cruz uses 5 email formats. The most common is {first name}.{last name}@company.com (e.g., john.doe@company.com), used 42.1% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name}@company.com | john.doe@company.com | 42.1% |
{first name}@company.com | john@company.com | 25.3% |
{first name initial}{last name}@company.com | {first name initial}doe@company.com | 14.8% |
{first name}{last name}@company.com | johndoe@company.com | 10.2% |
{last name}@company.com | doe@company.com | 7.6% |
About Cruz
It’s time to get your time back. With strategic, board-level collaborative advice, you can enjoy living your legacy now while you set up your personal and business wealth for generations to come. When you put siloed experts in charge to manage your affairs, it’s easy to think you’ll be able to leave them to it. But many experts advise and implement things that unintentionally affect other areas. You deserve to have these professionals collaborate and act in your best interests, so you can spend your time growing your business. Cruz Financial Planning Pty Ltd ABN 81 618 516 135, holder of an Australian Financial Services Licence (AFSL No. 532 193). This information is of a general nature only and has been provided without taking into account your personal objectives, financial situation and/or needs. Because of this, we recommend you consider, with or without the assistance of a financial adviser, whether the information is appropriate in light of your particular needs and circumstances. Cruz Financial Planning has no liability (including liability in negligence) to any person for any loss or damage consequential or otherwise suffered or incurred by that person resulting directly or indirectly from either the use of, or reliance on, the information contained herein. Cruz Financial Planning does not guarantee the performance of any fund, stock or the return of an investor's capital. Past performance is not a reliable indicator of future performance.
Cruz revenue & valuation
| Annual revenue | $1,026,660 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $3,300,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Cruz has 37 employees across 12 departments.
Departments
Number of employees
Funding Data
Cruz has never raised funding before.
Frequently asked questions
4.8
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