Sydney Financial Planning
Financial Services • 
Sydney, New South Wales, Australia • 21-50 Employees
Company overview
| Headquarters | Edgecliff Mews, Level 2, Suite 13, 201 new South Head Road, Edgecliff, NSW 2027, AU |
| Phone number | +61293280876 |
| Website | |
| NAICS | 52 |
| SIC | 874 |
| Keywords | Business Succession Planning, Financial Advice, Business Advice, Retirement Planning, Financial Planning, Tax Effective Strategies, Self Managed Super Funds (Smsf), Lifestyle Protection Strategies, Wealth Creation And Preservation |
| Founded | 1988 |
| Employees | 21-50 |
| Socials |
Key Contacts at Sydney Financial Planning
Bill Bracey
Principal Director
Gary Winwood Smith
Director And Financial Planner
Sydney Financial Planning Email Formats
Sydney Financial Planning uses 3 email formats. The most common is {first initial} (e.g., j@sydneyfinancialplanning.com.au), used 62.5% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@sydneyfinancialplanning.com.au | 62.5% |
{first name} | john@sydneyfinancialplanning.com.au | 25% |
{first name}.{last name} | john.doe@sydneyfinancialplanning.com.au | 12.5% |
About Sydney Financial Planning
We have been a specialist financial planning company for a quarter of a century. Everything we do is based on our philosophy of taking the time to discover what really matters to our clients. A lot of the discussions we have are about intangible topics and ‘what if’ scenarios, so it requires a lot of attention, time and care to get right. Before we start thinking about the services and strategies we can offer you, we take the time to understand: •What is unique about you •What is important to you, and •What is it that you want to achieve in life We understand that everyone is unique with their own dreams and visions, and so is our advice. Life is a journey with ups and downs, and we specialise in creatively and effectively solving your financial challenge and reaping the biggest rewards from your financial successes. This LinkedIn Page contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider you financial situation and needs before making any decisions based on this information. Sydney Financial Planning ABN 35 002 976 294 is an authorised representative of Charter Financial Planning, Australian Financial Services Licensee (AFS Licence No. 234663) Please click here: http://www.sydneyfinancialplanning.com.au/resources/financial-services-guide, to access the company's FSG.
Sydney Financial Planning revenue & valuation
| Annual revenue | $1,882,210 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $6,100,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Sydney Financial Planning has 9 employees across 4 departments.
Departments
Number of employees
Funding Data
Sydney Financial Planning has never raised funding before.
Sydney Financial Planning Tech Stack
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Frequently asked questions
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