


First Advice Solutions Revenue
Financial Services • Adelaide, South Australia, Australia • 1-10 Employees
First Advice Solutions revenue & valuation
| Annual revenue | $427,775 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,400,000 |
| Total funding | No funding |
Key Contact at First Advice Solutions
Megan Biar
Director
Company overview
| Headquarters | Level 4 ,431 King William Street, Adelaide, SA 5000, AU |
| Phone number | +6141610508284 |
| Website | |
| NAICS | 52 |
| SIC | 641 |
| Keywords | Personal Insurance, Investment Advice, Retirement Planning, Corporate Superannuation, Superannuation Advice |
| Founded | 2000 |
| Employees | 1-10 |
First Advice Solutions Email Formats
First Advice Solutions uses 1 email format. The most common is {first name} (e.g., john@firstadvice.com.au), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@firstadvice.com.au | 100% |
About First Advice Solutions
First Advice Solutions is an established financial planning group that operates on a national basis with our main office in Adelaide. First Advice Licensee Services Pty Ltd is the holder of the Australian Financial Services Licence (No. 484 091) and has a team of licenced advisers and support staff. We offer a broad range of products and services. Our adviser team looks after over $130 million dollars of client's funds invested primarily through superannuation, pension and investment products. In addition to our private clients, we are particularly passionate about the need for education and support in the workplace with respect to company superannuation plans. We have a service offering which covers employers and employees alike, with the main focus of increasing member’s retirement benefits and income. Tracey McKenzie started the business in 2000 and we now have our own Australian Financial Services Licence. Our team consists of Tracey, Megan Biar, Deanna Ryder (Paraplanning and Implementation Manager), Caren Goode (Client Services Manager) and Catherine McLeod (Client Service Officer). We support all staff at different times in their careers and have a development plan for the whole team. ‘Shaping your future today’ was the driving force behind our brand and is based around our promises to our clients: We put your needs first We give you trustworthy financial advice We provide real solutions and results
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
First Advice Solutions has never raised funding before.
First Advice Solutions Tech Stack
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Frequently asked questions
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