Atkinson Financial Planning

Finance · Australia · 1-10 Employees

View Company Info for Free

Overview

Headquarters

1094 Doncaster Rd, Doncaster East, Victo...

Phone Number

+61 398417755

Revenue

<$5 Million

Industry

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

About Atkinson Financial Planning

Established in 1990, Atkinson Financial Planning is based in the Eastern Suburbs of Melbourne, East Doncaster, around 20 minutes from the CBD and provides financial planning services to private clients throughout Melbourne and around Australia. We are dedicated to delivering a total investment solution specifically tailored to our client's individual circumstances and taxtaion sitatuion, to make sure they achieve tax-effective investment results. We created our business to provide a better, more personalised alternative to wealth management. We place great importance on our clients having involvement in the investment process, and always consult and advise our clients when making those crucial investment decisions.Explore more
Atkinson Financial Planning's Social MediaPopular SearchesAtkinson Financial PlanningAtkinson Financial LLCAtkinson Stephen & AssociatesSIC Code 62,628NAICS Code 52,523Show more

Atkinson Financial Planning Org Chart

PhoneEmail
DS
Australia flag for contact location.

Managing Director

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.
MJ
Australia flag for contact location.

Financial Planner

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is Atkinson Financial Planning your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to Atkinson Financial Planning

Compare insights from companies similar to Atkinson Financial Planning, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Atkinson Financial Planni...

<$5M
1-10
Private
-
1990
DS
David SaynorManaging Director
<$5M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
2019
N/A
<$5M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
2002
PS
Pedram SalamiDirector and Financial Adviser
<$5M
1-10
Private
-
-
Kaushik Karani, Senior Vice President at NeoWealth Management
Kaushik KaraniSenior Vice President
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Atkinson Financial Planning Tech Stack

A closer look at the technologies used by Atkinson Financial Planning

Top Finance Companies

Frequently Asked Questions Regarding Atkinson Financial Planning

What is Atkinson Financial Planning's official website?
Atkinson Financial Planning's official website is www.atkinsonfp.com.au
What is Atkinson Financial Planning's Revenue?
Atkinson Financial Planning's revenue is <$5 Million
What is Atkinson Financial Planning's SIC code?
Atkinson Financial Planning's SIC: 62,628
What is Atkinson Financial Planning's NAICS code?
Atkinson Financial Planning's NAICS: 52,523
How many employees does Atkinson Financial Planning have?
Atkinson Financial Planning has 1-10 employees
What industry does Atkinson Financial Planning belong to?
Atkinson Financial Planning is in the industry of: Finance, Securities Trading
What is Atkinson Financial Planning competition?
Atkinson Financial Planning top competitors include: Profectus Financial Partners, Fina Financial, Wealth Planning Professionals, Accela Private Wealth
What technology does Atkinson Financial Planning use?
Some of the popular technologies that Atkinson Financial Planning uses are: PHP 5.6, PHP, Google Universal Analytics, Neto
How do I contact Atkinson Financial Planning?
Atkinson Financial Planning contact info: Phone number: +61 398417755 Website: www.atkinsonfp.com.au
What does Atkinson Financial Planning do?

Established in 1990, Atkinson Financial Planning is based in the Eastern Suburbs of Melbourne, East Doncaster, around 20 minutes from the CBD and provides financial planning services to private clients throughout Melbourne and around Australia. We are dedicated to delivering a total investment solution specifically tailored to our client's individu... al circumstances and taxtaion sitatuion, to make sure they achieve tax-effective investment results. We created our business to provide a better, more personalised alternative to wealth management. We place great importance on our clients having involvement in the investment process, and always consult and advise our clients when making those crucial investment decisions.Read More

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

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.