


Rise Financial Pty
Financial Services • Canberra, Australian Capital Territory, Australia • 1-10 Employees
Company overview
| Headquarters | 25 Michell Street, Monash, ACT 2904, AU |
| Phone number | +61262920015 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Employees | 1-10 |
| Socials |
Key Contact at Rise Financial Pty
Phil Thompson
Owner / Managing Director
Rise Financial Pty Email Formats
Rise Financial Pty uses 2 email formats. The most common is {first initial} (e.g., j@risefinancial.com.au), used 60% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@risefinancial.com.au | 60% |
{first name} | john@risefinancial.com.au | 40% |
About Rise Financial Pty
Client Value Proposition "We partner with clients to achieve their financial goals by helping them understand what they have, where they are going and how to get there." Slogan "Take Control - With Your Independent Financial Adviser" Rise Financial is one of the few truly independent financial planning businesses because: - We have no conflicts of interest, so you know that all advice is in your best interest only. - We do not receive any commissions, referral fees, gifts, or any other incentives, to recommend products or strategies. - We are not owned by any institution, rather Phil Thompson, as the Responsible Entity for the Australian Financial Services Licence (AFSL) 311718, owns 100% of the business outright, and has done so since establishment in 2004. - We charge an agreed flat fee only to provide our services to you.
Rise Financial Pty revenue & valuation
| Annual revenue | $256,665 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $821,328 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Rise Financial Pty has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
Rise Financial Pty has never raised funding before.
Rise Financial Pty Tech Stack
Discover the technologies and tools that power Rise Financial Pty's digital infrastructure, from frameworks to analytics platforms.
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Miscellaneous
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Frequently asked questions
4.8
40,000 users



