Active Financial Management

Finance · Australia · 1-10 Employees

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Overview

Headquarters

26 Lewis St, Port Lincoln, South Austral...

Phone Number

+61 886825222

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
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ZI Rank
1
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About Active Financial Management

Active Financial Management provides tailored financial planning and advice primarily for individuals, families, professionals, and business owners in the farming and primary industries across regional South Australia and Western Australia. Their services include bespoke financial planning, superannuation and SMSF management, retirement and succession planning, and personal risk insurance. The company emphasizes creating tax-effective retirement savings and offers support for wealth transfer discussions. With a focus on personalized strategies, they aim to help clients achieve financial confidence and security throughout their lives.Explore more
Popular SearchesActive Financial Management Pty LtdActive Financial ManagementPort Lincoln SA 5606SIC Code 62,628NAICS Code 52,523Show more

Active Financial Management Org Chart

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Financial Planner

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Active Financial Manageme...

<$5M
1-10
Private
-
-
HB
Harold BraakhuisFinancial Planner
$6.3M
11-50
Private
-
2000
GA
Garry AddisonDirector and Financial Adviser
$5.1M
1-10
Private
-
2016
N/A
<$5M
11-50
Private
-
2013
PC
Peter CoombesPractice Principal and Financial Adviser
<$5M
11-50
Private
-
1988
GW
Gary Winwood-SmithPlanner and Director
<$5M
11-50
Private
-
-
DD
Denis DurandFinancial Advisor
<$5M
1-10
Private
-
2008
N/A
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Company Profile Activity

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Among all Finance companies

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Activity Insights

Active Financial Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Active Financial Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Active Financial Management.

Active Financial Management Tech Stack

A closer look at the technologies used by Active Financial Management

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Frequently Asked Questions Regarding Active Financial Management

What is Active Financial Management's official website?
Active Financial Management's official website is www.activefm.com.au
What is Active Financial Management's Revenue?
Active Financial Management's revenue is <$5 Million
What is Active Financial Management's SIC code?
Active Financial Management's SIC: 62,628
What is Active Financial Management's NAICS code?
Active Financial Management's NAICS: 52,523
How many employees does Active Financial Management have?
Active Financial Management has 1-10 employees
What industry does Active Financial Management belong to?
Active Financial Management is in the industry of: Finance, Securities Trading
What is Active Financial Management competition?
Active Financial Management top competitors include: Durand Financial Services, Concurrence Financial Planning, Vision Financial Strategies, Sydney Financial Planning
What technology does Active Financial Management use?
Some of the popular technologies that Active Financial Management uses are: WordPress.org, PHP, Cloudflare Website Optimization, Google Cloud Web Serving
How do I contact Active Financial Management?
Active Financial Management contact info: Phone number: +61 886825222 Website: www.activefm.com.au
What does Active Financial Management do?

Active Financial Management provides tailored financial planning and advice primarily for individuals, families, professionals, and business owners in the farming and primary industries across regional South Australia and Western Australia. Their services include bespoke financial planning, superannuation and SMSF management, retirement and success... ion planning, and personal risk insurance. The company emphasizes creating tax-effective retirement savings and offers support for wealth transfer discussions. With a focus on personalized strategies, they aim to help clients achieve financial confidence and security throughout their lives.Read More

Is Active Financial Management a public company?
Active Financial Management is private company therefore does not currently have an official ticker symbol
See more information about Active Financial Management

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