Allegra Wealth

Finance · Australia · 1-10 Employees

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Overview

Headquarters

3/10 Bourke St, Barton, Australian Capit...

Phone Number

+61 1300559211

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
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1
1
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1

About Allegra Wealth

Allegra Wealth Pty Ltd is a boutique financial planning firm located in Canberra, holding its own Australian Financial Services Licence. The company specializes in providing bespoke financial planning advice for families and individuals, as well as tailored solutions for not-for-profit organizations. Allegra aims to simplify complex financial matters while making them compelling for its clients. Their services are designed to meet the unique needs of both families and not-for-profits.Explore more
Allegra Wealth's Social MediaPopular SearchesAllegra Wealth Pty LtdAllegra WealthSIC Code 62,628NAICS Code 52,523Show more

Allegra Wealth Org Chart

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BB
Australia flag for contact location.

Practice Manager

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Allegra Wealth

<$5M
1-10
Private
-
-
BB
Brooke BarminPractice Manager
<$5M
1-10
Private
-
2021
JC
Jace CordellFounder & Financial Chief & Advisor
<$5M
1-10
Private
-
2002
PS
Pedram SalamiDirector and Financial Adviser
<$5M
1-10
Private
-
-
SB
Susie BestwickFinancial Advisor
<$5M
1-10
Private
-
2016
Cv
Christopher van RijswijkFinancial Advisor & Mortgage Broker & Director
<$5M
1-10
Private
-
-
GM
Garry MensforthFinancial Planner
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Allegra Wealth is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Allegra Wealth Tech Stack

A closer look at the technologies used by Allegra Wealth

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Frequently Asked Questions Regarding Allegra Wealth

What is Allegra Wealth's official website?
Allegra Wealth's official website is www.allegrawealth.com.au
What is Allegra Wealth's Revenue?
Allegra Wealth's revenue is <$5 Million
What is Allegra Wealth's SIC code?
Allegra Wealth's SIC: 62,628
What is Allegra Wealth's NAICS code?
Allegra Wealth's NAICS: 52,523
How many employees does Allegra Wealth have?
Allegra Wealth has 1-10 employees
What industry does Allegra Wealth belong to?
Allegra Wealth is in the industry of: Finance, Securities Trading
What is Allegra Wealth competition?
Allegra Wealth top competitors include: Profectus Financial Partners, Northern Beaches Wealth, Steel Lake Advisory Services, Oakwood Financial Group
What technology does Allegra Wealth use?
Some of the popular technologies that Allegra Wealth uses are: WordPress.org, PHP, Google Cloud Web Serving, AddToAny
How do I contact Allegra Wealth?
Allegra Wealth contact info: Phone number: +61 1300559211 Website: www.allegrawealth.com.au
What does Allegra Wealth do?

Allegra Wealth Pty Ltd is a boutique financial planning firm located in Canberra, holding its own Australian Financial Services Licence. The company specializes in providing bespoke financial planning advice for families and individuals, as well as tailored solutions for not-for-profit organizations. Allegra aims to simplify complex financial matte... rs while making them compelling for its clients. Their services are designed to meet the unique needs of both families and not-for-profits.Read More

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

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