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McEvoy Paraplanners

McEvoy Paraplanners

Financial ServicesFlag of AUSomerville, Victoria, Australia1-10 Employees

Company overview

HeadquartersSomerville, Victoria, Australia
Website
NAICS52
Employees1-10

Key Contact at McEvoy Paraplanners

Flag of AU

Jessica Mcevoy

Managing Director

About McEvoy Paraplanners

McEvoy Paraplanners is a professional, privately owned and independent paraplanning business here to assist financial advisers through the production of high quality and compliant advice documents and administrative services. Based on the Mornington Peninsula in Victoria and established in 2017, we are a small boutique business with over 7 years of experience in the financial planning industry. We find most financial advisers benefit from using a smaller business as they can deal with the one paraplanner knowing they will be receiving personalised and tailored work to suit them. Our advice documents are produced to the highest quality standard and easy to comprehend. This enables a smooth presentation process for Financial Planners. You will also benefit of having a third party reviewing the information and identifying any gaps.

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McEvoy Paraplanners revenue & valuation

Annual revenue$85,555
Revenue per employee$86,000
Estimated valuation?$273,776
Total fundingNo funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Employees by Department

McEvoy Paraplanners has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

McEvoy Paraplanners has never raised funding before.

Frequently asked questions

McEvoy Paraplanners is located in Somerville, Victoria, AU.
McEvoy Paraplanners has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

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