Bee Financial Services

Finance · Australia · 1-10 Employees

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Overview

Headquarters

suite 5/75-79 Watton St, Werribee, Victo...

Phone Number

+61 397498811

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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May
ZI Rank
1
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About Bee Financial Services

Bee Financial Pty Ltd is a family-owned financial planning practice based in Werribee, specializing in investment and retirement goals. With over 20 years of experience, they focus on fostering long-lasting client relationships and providing personalized service. Their services cater to various client segments, including wealth accumulators, pre-retirees, and retirees, offering advice on superannuation, investment strategies, and estate planning. The firm aims to assist clients at any stage of life in making informed financial decisions.Explore more
Bee Financial Services's Social MediaPopular SearchesBee Financial Services Pty LtdBee Financial LtdBee Financial Pty LtdSIC Code 62,628NAICS Code 52,523Show more

Bee Financial Services Org Chart

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SC
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Business Development Manager

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Bee Financial Services

<$5M
1-10
Private
-
-
SC
Shalini CsBusiness Development Manager
$5.1M
1-10
Private
-
2016
N/A
<$5M
11-50
Private
-
2013
TA
Trent AllenDirector and Financial Adviser
<$5M
1-10
Private
-
-
KM
Karen McMackinClient Service Manager
<$5M
1-10
Private
-
-
JM
Joanna McCreeryFinancial Advisor
<$5M
1-10
Private
-
2017
N/A
<$5M
1-10
Private
-
1988
MC
Monica ChristodoulouClient Service Officer
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Company Profile Activity

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High Activity

Activity Insights

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

What does this means?

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

Bee Financial Services Tech Stack

A closer look at the technologies used by Bee Financial Services

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Frequently Asked Questions Regarding Bee Financial Services

What is Bee Financial Services's official website?
Bee Financial Services's official website is www.beefinancial.com.au
What is Bee Financial Services's Revenue?
Bee Financial Services's revenue is <$5 Million
What is Bee Financial Services's SIC code?
Bee Financial Services's SIC: 62,628
What is Bee Financial Services's NAICS code?
Bee Financial Services's NAICS: 52,523
How many employees does Bee Financial Services have?
Bee Financial Services has 1-10 employees
What industry does Bee Financial Services belong to?
Bee Financial Services is in the industry of: Finance, Securities Trading
What is Bee Financial Services competition?
Bee Financial Services top competitors include: AH Financial Services, Concurrence Financial Planning, Sterling Advice, LifePath Financial Planning
What technology does Bee Financial Services use?
Some of the popular technologies that Bee Financial Services uses are: goo.gl, reCAPTCHA, Microsoft 365, Google Workspace
How do I contact Bee Financial Services?
Bee Financial Services contact info: Phone number: +61 397498811 Website: www.beefinancial.com.au
What does Bee Financial Services do?

Bee Financial Pty Ltd is a family-owned financial planning practice based in Werribee, specializing in investment and retirement goals. With over 20 years of experience, they focus on fostering long-lasting client relationships and providing personalized service. Their services cater to various client segments, including wealth accumulators, pre-re... tirees, and retirees, offering advice on superannuation, investment strategies, and estate planning. The firm aims to assist clients at any stage of life in making informed financial decisions.Read More

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

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