Affinity Private Advisors
Likely to Engage tag.Highly Engaged Employees

Finance · Australia · 11-50 Employees

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Overview

Headquarters

333 Collins St, Melbourne, Victoria, 300...

Phone Number

+61 384886394

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
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Jun
ZI Rank
1
1
1
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1

About Affinity Private Advisors

Affinity Private Advisors offers a range of financial services including investment and portfolio management, retirement and income strategies, personal and business insurance, estate and succession planning, and philanthropy charitable giving. The company focuses on helping clients achieve true wealth, which they define as living a rich and meaningful life in the present. Their intended clients include individuals and businesses seeking expert financial advice and strategies to enhance their financial well-being. With a commitment to ethical advice and personalized service, they aim to empower clients to realize their greatest potential.Explore more
Affinity Private Advisors's Social MediaPopular SearchesAffinity Private Advisors Pty LtdAffinity Private AdvisorsAffinity PrivateAffinity For FlowersAffinity AustraliaSIC Code 62,628NAICS Code 52,523Show more

Affinity Private Advisors Org Chart

PhoneEmail
RD
Australia flag for contact location.

Financial Principal & Advisor

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MM
Australia flag for contact location.

Associate

PhoneEmail
CD
Australia flag for contact location.

Strategist

PhoneEmail
JG
Australia flag for contact location.

Financial Advisor

Flame icon indicating likelihood to engage via phone.PhoneFlame icon indicating likelihood to engage via email.Email

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Affinity Private Advisors

<$5M
11-50
Private
-
2011
RD
Rodney DeGabrieleFinancial Principal & Advisor
<$5M
1-10
Private
-
-
<$5M
11-50
Private
-
2015
MM
Max MorrellDirector and Chief Financial Officer
<$5M
1-10
Private
-
2014
PS
Paul SalibaChief Investment Officer
<$5M
1-10
Private
-
-
NS
Nitika SondhiPractice Manager
<$5M
1-10
Private
-
1991
<$5M
1-10
Private
-
2008
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Affinity Private Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Affinity Private Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Affinity Private Advisors.

Affinity Private Advisors Tech Stack

A closer look at the technologies used by Affinity Private Advisors

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Frequently Asked Questions Regarding Affinity Private Advisors

What is Affinity Private Advisors's official website?
Affinity Private Advisors's official website is www.affinityprivate.com.au
What is Affinity Private Advisors's Revenue?
Affinity Private Advisors's revenue is <$5 Million
What is Affinity Private Advisors's SIC code?
Affinity Private Advisors's SIC: 62,628
What is Affinity Private Advisors's NAICS code?
Affinity Private Advisors's NAICS: 52,523
How many employees does Affinity Private Advisors have?
Affinity Private Advisors has 11-50 employees
What industry does Affinity Private Advisors belong to?
Affinity Private Advisors is in the industry of: Finance, Securities Trading
What is Affinity Private Advisors competition?
Affinity Private Advisors top competitors include: Chris Humphrey Private Wealth Management, Investorplanning, Wealth Creation Advisors, Build Financial Solutions
What technology does Affinity Private Advisors use?
Some of the popular technologies that Affinity Private Advisors uses are: WordPress.org, PHP, Microsoft 365, Sectigo
How do I contact Affinity Private Advisors?
Affinity Private Advisors contact info: Phone number: +61 384886394 Website: www.affinityprivate.com.au
What does Affinity Private Advisors do?

Affinity Private Advisors offers a range of financial services including investment and portfolio management, retirement and income strategies, personal and business insurance, estate and succession planning, and philanthropy charitable giving. The company focuses on helping clients achieve true wealth, which they define as living a rich and meanin... gful life in the present. Their intended clients include individuals and businesses seeking expert financial advice and strategies to enhance their financial well-being. With a commitment to ethical advice and personalized service, they aim to empower clients to realize their greatest potential.Read More

What are Affinity Private Advisors social media links?
Affinity Private Advisors Linkedin page Affinity Private Advisors Twitter page
Is Affinity Private Advisors a public company?
Affinity Private Advisors is private company therefore does not currently have an official ticker symbol
See more information about Affinity Private Advisors

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