Advisory

Q: What is Advisory's official website?

Advisory's official website is www.advocateadvisory.com.au

Q: What is Advisory's Revenue?

Advisory's revenue is <$5 Million

Q: What industry does Advisory belong to?

Advisory is in the industry of: Finance , Securities Trading

Q: What is Advisory competition?

Advisory top competitors include: Paysafe Advisory Services , Concurrence Financial Planning , Durand Financial Services , Prospaerum

Q: What technology does Advisory use?

Some of the popular technologies that Advisory uses are: Microsoft 365, Wix, LiteSpeed Web Server, Adobe DreamWeaver

Q: What does Advisory do?

Advocate Advisory is an adviser-owned financial planning group that offers a range of services including financial planning advice on investments, superannuation, retirement planning, SMSF, life insurance, and business insurance. The firm aims to empower clients to make informed decisions about their financial future through tailored financial plan... s. With a team of experienced advisers, Advocate Advisory focuses on providing personalized support and guidance to help clients maximize their wealth. The company also offers partnership opportunities for advisers, including professional development and ongoing business support. Read More

Q: Is Advisory a public company?

Advisory is private company therefore does not currently have an official ticker symbol

Finance · Australia · 1-10 Employees

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Overview

Headquarters

St Kilda Rd, Melbourne, Victoria, 3004, ...

Website

www.advocateadvisory.com.au

Revenue

<$5 Million

Industry

Finance

Securities Trading

About Advisory

Advocate Advisory is an adviser-owned financial planning group that offers a range of services including financial planning advice on investments, superannuation, retirement planning, SMSF, life insurance, and business insurance. The firm aims to empower clients to make informed decisions about their financial future through tailored financial plans. With a team of experienced advisers, Advocate Advisory focuses on providing personalized support and guidance to help clients maximize their wealth. The company also offers partnership opportunities for advisers, including professional development and ongoing business support.Explore more

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SIC Code 62,628NAICS Code 52,523Show more

Advisory Org Chart

Stephen Heald

Chief Executive Officer

Phone

Craig Hart

Managing Director

Phone

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Advisory

<$5M

1-10

Private

Stephen HealdCEO

Concurrence Financial Pla...

$5.1M

1-10

Private

2016

N/A

Paysafe Advisory Services

<$5M

11-50

Private

Andrew BowringSenior Financial Advisor

Durand Financial Services

<$5M

11-50

Private

Denis DurandFinancial Advisor

Verdure Financial Plannin...

<$5M

1-10

Private

2010

Robert SheptunFinancial Advisor

Acro Wealth Management

<$5M

1-10

Private

2017

Mohammed SaheedManaging Director

Prospaerum

<$5M

1-10

Private

2013

Albert KurisFounder & Principal & Advisor

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Advisory Tech Stack

A closer look at the technologies used by Advisory

Microsoft 365

Microsoft

Wix

LiteSpeed Web Server

LiteSpeed Technologies

Adobe DreamWeaver

Adobe

See more technologies

Top Finance Companies

Frequently Asked Questions Regarding Advisory

What is Advisory's official website?

Advisory's official website is www.advocateadvisory.com.au

What is Advisory's Revenue?

Advisory's revenue is <$5 Million

What is Advisory's SIC code?

Advisory's SIC: 62,628

What is Advisory's NAICS code?

Advisory's NAICS: 52,523

How many employees does Advisory have?

Advisory has 1-10 employees

What industry does Advisory belong to?

Advisory is in the industry of: Finance, Securities Trading

What is Advisory competition?

Advisory top competitors include: Paysafe Advisory Services, Concurrence Financial Planning, Durand Financial Services, Prospaerum

What technology does Advisory use?

Some of the popular technologies that Advisory uses are: Microsoft 365, Wix, LiteSpeed Web Server, Adobe DreamWeaver

What does Advisory do?

Is Advisory a public company?

Advisory is private company therefore does not currently have an official ticker symbol

See more information about Advisory

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