Assist

Finance · Australia · 1-10 Employees

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Overview

Headquarters

PO Box 134, Manly, New South Wales, 1655...

Phone Number

+61 412181031

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About Assist

Advise and Assist Pty Ltd is a boutique financial planning firm based in Sydney, led by Brendan Ryan, a Certified Financial Planner with 25 years of experience. The firm specializes in providing personalized financial advice to self-funded retirees, professionals, senior executives, business owners, and not-for-profit organizations. They focus on delivering peace of mind through customized financial plans and ongoing strategic advice, acting as a trusted advisor and CFO for their clients. Their target clients are those who prefer to delegate their financial complexities to a professional, ensuring they remain informed and secure in their financial future.Explore more
Popular SearchesAssist Pty LtdAdvise and AssistSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Assist

<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
<$5M
1-10
Private
-
2002
PS
Pedram SalamiDirector and Financial Adviser
<$5M
1-10
Private
-
-
DM
David McnivenPrincipal and Founder
<$5M
1-10
Private
-
-
JM
Joanna McCreeryFinancial Advisor
<$5M
1-10
Private
-
-
JF
Joanne FarmerOffice Manager
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Assist Tech Stack

A closer look at the technologies used by Assist

Top Finance Companies

Frequently Asked Questions Regarding Assist

What is Assist's official website?
Assist's official website is www.adviseandassist.com.au
What is Assist's Revenue?
Assist's revenue is <$5 Million
What is Assist's SIC code?
Assist's SIC: 62,628
What is Assist's NAICS code?
Assist's NAICS: 52,523
How many employees does Assist have?
Assist has 1-10 employees
What industry does Assist belong to?
Assist is in the industry of: Finance, Securities Trading
What is Assist competition?
Assist top competitors include: Mark Farmer Financial Solutions, Profectus Financial Partners, iChart, Majella Wealth Advisers
What technology does Assist use?
Some of the popular technologies that Assist uses are: Squarespace Online Stores, Adobe Typekit, Google Workspace, Gmail
How do I contact Assist?
Assist contact info: Phone number: +61 412181031 Website: www.adviseandassist.com.au
What does Assist do?

Advise and Assist Pty Ltd is a boutique financial planning firm based in Sydney, led by Brendan Ryan, a Certified Financial Planner with 25 years of experience. The firm specializes in providing personalized financial advice to self-funded retirees, professionals, senior executives, business owners, and not-for-profit organizations. They focus on d... elivering peace of mind through customized financial plans and ongoing strategic advice, acting as a trusted advisor and CFO for their clients. Their target clients are those who prefer to delegate their financial complexities to a professional, ensuring they remain informed and secure in their financial future.Read More

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

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