Border Financial Planning

Finance · Australia · 1-10 Employees

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Overview

Headquarters

460 Swift St, Albury, New South Wales, 2...

Phone Number

+61 402777703

Revenue

<$5 Million

Industry

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

About Border Financial Planning

Border Financial Planning is a client-centric financial advisory firm that assists individuals in navigating their financial journeys, whether they are preparing for retirement, growing their wealth, or planning for the future. The company offers a range of services including financial planning, superannuation, investments, personal insurance, Centrelink services, and estate planning. They primarily serve clients in the bordering towns of Albury Wodonga and beyond, focusing on personalized strategies that align with clients' goals and values. With a commitment to providing clear and supportive guidance, Border Financial Planning aims to simplify financial complexities for their clients.Explore more
Border Financial Planning's Social MediaPopular SearchesBorder Financial Planning Pty LtdBorder Financial PlanningAxa Financial PlanningBorderfinancialplanning ComFinancial planningSIC Code 62,628NAICS Code 52,523Show more

Border Financial Planning Org Chart

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Financial Planner

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Company Name

Revenue

Number of Employees

Type

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Founded In

Top Executive

Border Financial Planning

<$5M
1-10
Private
-
-
JN
James NickolsFinancial Planner
$6.3M
11-50
Private
-
2000
SA
Sarah AndersonManager, Paraplanning & Compliance
<$5M
11-50
Private
-
-
CC
Chris ChengFinancial Principal & Business Development Planner
<$5M
1-10
Private
-
2010
SK
Saba KarimiJunior ParaPlanner
<$5M
1-10
Private
-
-
DR
Dusty RychartSenior Financial Advisor
<$5M
1-10
Private
-
-
<$5M
1-10
Private
-
2013
AK
Albert KurisFounder & Principal & Advisor
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Border Financial Planning Tech Stack

A closer look at the technologies used by Border Financial Planning

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Frequently Asked Questions Regarding Border Financial Planning

What is Border Financial Planning's official website?
Border Financial Planning's official website is www.borderfinancialplanning.com.au
What is Border Financial Planning's Revenue?
Border Financial Planning's revenue is <$5 Million
What is Border Financial Planning's SIC code?
Border Financial Planning's SIC: 62,628
What is Border Financial Planning's NAICS code?
Border Financial Planning's NAICS: 52,523
How many employees does Border Financial Planning have?
Border Financial Planning has 1-10 employees
What industry does Border Financial Planning belong to?
Border Financial Planning is in the industry of: Finance, Securities Trading
What is Border Financial Planning competition?
Border Financial Planning top competitors include: Prospaerum, APC Advice, Vision Financial Strategies, Verdure Financial Planning Solutions
What technology does Border Financial Planning use?
Some of the popular technologies that Border Financial Planning uses are: WordPress.org, PHP, Sectigo, jQuery Migrate
How do I contact Border Financial Planning?
Border Financial Planning contact info: Phone number: +61 402777703 Website: www.borderfinancialplanning.com.au
What does Border Financial Planning do?

Border Financial Planning is a client-centric financial advisory firm that assists individuals in navigating their financial journeys, whether they are preparing for retirement, growing their wealth, or planning for the future. The company offers a range of services including financial planning, superannuation, investments, personal insurance, Cent... relink services, and estate planning. They primarily serve clients in the bordering towns of Albury Wodonga and beyond, focusing on personalized strategies that align with clients' goals and values. With a commitment to providing clear and supportive guidance, Border Financial Planning aims to simplify financial complexities for their clients.Read More

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

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