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Halpin Wealth

Halpin Wealth Revenue

Financial ServicesFlag of AUAdelaide, South Australia, Australia21-50 Employees

$

Halpin Wealth revenue & valuation

Annual revenue$2,994,425
Revenue per employee$86,000
Estimated valuation?$9,600,000
Total fundingNo funding

Key Contact at Halpin Wealth

Flag of AU

Andrew Sterzl

Chief Executive Officer & Partner

Company overview

HeadquartersLevel 6, 101 Pirie Street, ADELAIDE, SA 5000, AU
Phone number+61881049107
Website
NAICS52
Keywords
Business Advice, Wealth Management, Superannuation, Finance, Risk Protection, Retirement Planning, Financial Planning, Self-Managed Superannuation
Founded1972
Employees21-50
Socials

Halpin Wealth Email Formats

Halpin Wealth uses 4 email formats. The most common is {first name}.{last name} (e.g., john.doe@halpinwealth.com.au), used 55.6% of the time.

FormatExamplePercentage
{first name}.{last name}
john.doe@halpinwealth.com.au
55.6%
{first initial}.{last name}
j.doe@halpinwealth.com.au
36.1%
{first initial}{last name}
jdoe@halpinwealth.com.au
5.6%
{first initial}
j@halpinwealth.com.au
2.8%

About Halpin Wealth

Halpin Wealth is one of the longest established financial planning practices in the South Australian market, providing quality financial advice since 1972. The business has been at the forefront of advice since the formation of our industry and has taken part in and contributed to its evolution significantly. Halpin originated in the Adelaide CBD, initially working with Adelaide based and also rural clients within the wider South Australian community. Since 2006, Halpin has pursued a strategy which has seen its footprint extend up the centre corridor of Australia, now having professional offices in the Darwin CBD and regularly servicing Alice Springs and the wider community of the Northern Territory. Our core goal is to provide strategic advice for clients that is appropriate to their life stage and aspirations. To do so we combine our skills and experience with the comprehensive range of financial services that are on offer today. Halpin has a strong vision for the future and a clear objective to remain at the forefront of our rapidly evolving industry and consolidate its position in the South Australian and Northern Territory communities. Halpin Wealth ABN 59 709 766 877 is an Authorised Representative of Halpin Wealth Partners Pty Ltd | ABN 72 633 241 068 | AFSL No. 517210.

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Entry
Partner
Manager

Employees by Department

Halpin Wealth has 15 employees across 4 departments.

Departments

Number of employees

Funding Data

Halpin Wealth has never raised funding before.

Frequently asked questions

Halpin Wealth is located in Adelaide, South Australia, AU.
You can reach Halpin Wealth at +61881049107.
Halpin Wealth generates an estimated annual revenue of $2,994,425. This revenue figure reflects the company's market position and business performance in its industry.
Halpin Wealth has an estimated valuation of $9,600,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.
Halpin Wealth was founded in 1972, making it 54 years old. The company has established itself as a significant player in its industry over this time.
Halpin Wealth has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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