Everalls Wealth Management Revenue
Financial Services • 
Canberra, Australian Capital Territory, Australia • 1-10 Employees
Everalls Wealth Management revenue & valuation
| Annual revenue | $513,330 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,700,000 |
| Total funding | No funding |
Key Contacts at Everalls Wealth Management
Bob Chen Cfp
Director And Principal Adviser
Robert Shelton
Managing Director
Company overview
| Headquarters | Level 5, 224 Bunda Street, Canberra City, ACT 2601, AU |
| Phone number | +61262324561 |
| Website | |
| NAICS | 52 |
| SIC | 736 |
| Keywords | Insurances, Negative Gearing, Management Reporting And Reporting, Portfolio Selection, Retirement Advice And Superannuation Solutions, Succession And Estate Planning, Voluntary Redundancy Advice, Rental Properties And Negative Gearing |
| Founded | 2014 |
| Employees | 1-10 |
| Socials |
Everalls Wealth Management Email Formats
Everalls Wealth Management uses 2 email formats. The most common is {first name}.{last name} (e.g., john.doe@everallswealth.com.au), used 66.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name} | john.doe@everallswealth.com.au | 66.7% |
{first initial}.{second initial} | j.o@everallswealth.com.au | 33.3% |
About Everalls Wealth Management
Everalls Wealth Management (EWM) was formed by the DFK Everalls Group to provide a full suite of high quality, comprehensive & tax effective financial planning services. We are now one of the Top 5 Financial Planning firms in Canberra. EWM chose to be licenced through Capstone Financial Planning. Capstone is one of the largest privately owned licensees in Australia. Capstone is an independently owned and operated business, meaning they are not owned by a fund manager, insurance company or other financial institution. Our association with Capstone allows choice, flexibility and autonomy in our advice, meaning we are not limited to particular products. We have a broad range of financial planning solutions available, allowing the advice we provide to be tailored to your individual situation. Talk to us about how to Retire in style Protect your family Take control of your super Achieve your financial goals Achieving these types of financial goals is much easier with advice from the experts. EWM delivers exceptional quality strategic financial and investment planning combined with portfolio management. We aim for nothing less than unsurpassed client satisfaction in financial planning. EWM offers a comprehensive approach to all of your financial planning needs and will customise a unique solution to suit your individual unique situation.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Everalls Wealth Management has 4 employees across 4 departments.
Departments
Number of employees
Funding Data
Everalls Wealth Management has never raised funding before.
Everalls Wealth Management Tech Stack
Discover the technologies and tools that power Everalls Wealth Management's digital infrastructure, from frameworks to analytics platforms.
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Programming languages
United Kingdom
United States
Frequently asked questions
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