Assurity Financial Planning

Finance · Australia · 1-10 Employees

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Overview

Headquarters

9 Harris Rd Ste 2B, Busselton, Western A...

Phone Number

+61 897541133

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 Assurity Financial Planning

Assurity Financial Planning is a Busselton-based financial advice practice specializing in fee-for-service, personalized financial planning, including superannuation, investment, and retirement planning. With over 30 years of experience, the firm is recognized as one of the region's most respected boutique financial advisory firms. They focus on developing tailored strategies for clients to achieve their financial goals, offering services such as estate planning, tax planning, and Centrelink advice. Operating on a transparent fee structure, Assurity Financial Planning does not accept commissions from investment firms, ensuring that client interests remain a top priority.Explore more
Assurity Financial Planning's Social MediaPopular SearchesAssurity Financial Planning Pty LtdAssurity Financial PlanningAssurityAssurity Financial Planning Pty LtSIC Code 62,628NAICS Code 52,523Show more

Assurity Financial Planning Org Chart

PhoneEmail
DH
Australia flag for contact location.

Managing Director and Senior Financial Advise...

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NR
Australia flag for contact location.

Financial Advisor

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Company Name

Revenue

Number of Employees

Type

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Founded In

Top Executive

Assurity Financial Planni...

<$5M
1-10
Private
-
-
DH
Doug HorsfordManaging Director and Senior Financial Adviser
$5.1M
1-10
Private
-
2016
N/A
<$5M
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-
2015
JS
Joseph ScarmozzinoDirector and Certified Financial Planner
<$5M
1-10
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-
-
DR
Darren RoweManager, Client Service & Compliance
<$5M
1-10
Private
-
-
KM
Karen McMackinClient Service Manager
<$5M
1-10
Private
-
2008
N/A
<$5M
1-10
Private
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2012
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Assurity Financial Planning Tech Stack

A closer look at the technologies used by Assurity Financial Planning

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Frequently Asked Questions Regarding Assurity Financial Planning

What is Assurity Financial Planning's official website?
Assurity Financial Planning's official website is www.assurity.net.au
What is Assurity Financial Planning's Revenue?
Assurity Financial Planning's revenue is <$5 Million
What is Assurity Financial Planning's SIC code?
Assurity Financial Planning's SIC: 62,628
What is Assurity Financial Planning's NAICS code?
Assurity Financial Planning's NAICS: 52,523
How many employees does Assurity Financial Planning have?
Assurity Financial Planning has 1-10 employees
What industry does Assurity Financial Planning belong to?
Assurity Financial Planning is in the industry of: Finance, Securities Trading
What is Assurity Financial Planning competition?
Assurity Financial Planning top competitors include: Intergenerational Wealth, Concurrence Financial Planning, Bastion Wealth, Chris Humphrey Private Wealth Management
What technology does Assurity Financial Planning use?
Some of the popular technologies that Assurity Financial Planning uses are: Sentry, Microsoft 365, F5 BIG-IP Platform, Sectigo
How do I contact Assurity Financial Planning?
Assurity Financial Planning contact info: Phone number: +61 897541133 Website: www.assurity.net.au
What does Assurity Financial Planning do?

Assurity Financial Planning is a Busselton-based financial advice practice specializing in fee-for-service, personalized financial planning, including superannuation, investment, and retirement planning. With over 30 years of experience, the firm is recognized as one of the region's most respected boutique financial advisory firms. They focus on de... veloping tailored strategies for clients to achieve their financial goals, offering services such as estate planning, tax planning, and Centrelink advice. Operating on a transparent fee structure, Assurity Financial Planning does not accept commissions from investment firms, ensuring that client interests remain a top priority.Read More

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

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