Ascentis Financial Services

Finance · Australia · 11-50 Employees

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Overview

Headquarters

10 Cloyne Rd Ste 3, Southport, Queenslan...

Phone Number

+61 755314844

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
2
1
1
1
1
1

About Ascentis Financial Services

Ascentis Financial Services is a locally owned and operated business that provides a holistic approach to financial planning. They offer a diverse range of services including business planning, family financial security, retirement planning, and self-managed super funds. The team consists of qualified professionals such as Certified Financial Planners and Certified Practising Accountants, dedicated to exceeding client expectations. Their primary clients include individuals and businesses seeking comprehensive financial solutions on the Gold Coast, Queensland.Explore more
Ascentis Financial Services's Social MediaPopular SearchesAscentis Financial ServicesSIC Code 62,628NAICS Code 52,523Show more

Ascentis Financial Services Org Chart

PhoneEmail
SP
Australia flag for contact location.

Senior Paraplanner

PhoneEmail
NH
Australia flag for contact location.

Personal Assistant

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Ascentis Financial Servic...

<$5M
11-50
Private
-
-
SP
Sharon ParkerSenior Paraplanner
<$5M
1-10
Private
-
2010
SK
Saba KarimiJunior ParaPlanner
<$5M
1-10
Private
-
-
KM
Karen McMackinClient Service Manager
<$5M
1-10
Private
-
-
BT
Bonita ThatcherOffice Manager
<$5M
1-10
Private
-
2006
Ace Kuklin, President at Wealth & Retirement Solutions
Ace KuklinPresident
<$5M
1-10
Private
-
1991
Anthony D'Alessandro, Chief Executive Officer & Founder & Senior Financial Authorised Planner & Asvw Representative at Required Financial Services
Anthony D'AlessandroCEO & Founder & Senior Financial Authorised Planner & Asvw Representative
<$5M
1-10
Private
-
-
DW
Dishna WijenayakeFinancial Advisor
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Ascentis Financial Services Tech Stack

A closer look at the technologies used by Ascentis Financial Services

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Frequently Asked Questions Regarding Ascentis Financial Services

What is Ascentis Financial Services's official website?
Ascentis Financial Services's official website is www.ascentis.com.au
What is Ascentis Financial Services's Revenue?
Ascentis Financial Services's revenue is <$5 Million
What is Ascentis Financial Services's SIC code?
Ascentis Financial Services's SIC: 62,628
What is Ascentis Financial Services's NAICS code?
Ascentis Financial Services's NAICS: 52,523
How many employees does Ascentis Financial Services have?
Ascentis Financial Services has 11-50 employees
What industry does Ascentis Financial Services belong to?
Ascentis Financial Services is in the industry of: Finance, Securities Trading
What is Ascentis Financial Services competition?
Ascentis Financial Services top competitors include: Sterling Advice, Thatcher Financial Group, Brillo Wealth Management, Verdure Financial Planning Solutions
What technology does Ascentis Financial Services use?
Some of the popular technologies that Ascentis Financial Services uses are: WordPress.org, Google Font API, Microsoft 365, Google Workspace
How do I contact Ascentis Financial Services?
Ascentis Financial Services contact info: Phone number: +61 755314844 Website: www.ascentis.com.au
What does Ascentis Financial Services do?

Ascentis Financial Services is a locally owned and operated business that provides a holistic approach to financial planning. They offer a diverse range of services including business planning, family financial security, retirement planning, and self-managed super funds. The team consists of qualified professionals such as Certified Financial Plann... ers and Certified Practising Accountants, dedicated to exceeding client expectations. Their primary clients include individuals and businesses seeking comprehensive financial solutions on the Gold Coast, Queensland.Read More

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

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