Swell Financial Planning

Financial Services • Gold Coast, Queensland, Australia • 1-10 Employees

Company overview

Headquarters	45 Nerang St, Southport, Queensland 4215, AU
Phone number	+6179625779482
Websites	swellfp.com.au jsadvisorygroup.com.au
NAICS	52
Keywords	Investment Advice, Financial Advice, Retirement Planning, Insurance Advice, Debt Management & Budgeting, Superannuation Advice, Cash Flow Advice
Founded	2021
Employees	1-10
Socials

Key Contact at Swell Financial Planning

Luke Shrewsbury

Director / Financial Planner

Swell Financial Planning Email Formats

Swell Financial Planning uses 2 email formats. The most common is {first initial} (e.g., j@swellfp.com.au), used 66.7% of the time.

Format	Example	Percentage
{first initial}	j@swellfp.com.au	66.7%
{first name}	john@swellfp.com.au	33.3%

About Swell Financial Planning

Swell Financial Planning is a Gold Coast based firm servicing clients locally and around Australia. We provide tailored solutions to help clients achieve their dreams! Swell Financial Planning passionately believe in the tremendous value great financial advice can deliver to a person. By obtaining financial advice, it can help you: Set, manage & achieve your financial & lifestyle goals Assist in getting your finances in order - allowing you to feel in control Avoid expensive mistakes Ensure you are educated and guided through life's key financial decisions in a way that is easy to understand.

Swell Financial Planning revenue & valuation

Annual revenue	$171,110
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$547,552
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Funding Data

Swell Financial Planning has never raised funding before.

Swell Financial Planning Tech Stack

Discover the technologies and tools that power Swell Financial Planning's digital infrastructure, from frameworks to analytics platforms.

Facebook Chat Plugin

Live chat

Wix

Blogs

HTTP/3

Miscellaneous

HSTS

Security

PHP

Programming languages

WordPress

Blogs

Google Analytics

Analytics

Google Cloud CDN

CDN

Google Workspace

Sentry

Issue trackers

Sirvoy

Appointment scheduling

WordPress.com

PaaS

Frequently asked questions

Swell Financial Planning is located in Gold Coast, Queensland, AU.

You can reach Swell Financial Planning at +6179625779482.

Swell Financial Planning was founded in 2021, making it 5 years old. The company has established itself as a significant player in its industry over this time.

Swell Financial Planning has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Swell Financial Planning

Luke Shrewsbury

Director / Financial Planner

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