Breakwater Financial Planning

Finance · Australia · 1-10 Employees

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Overview

Headquarters

181 Bay St, Brighton, Victoria, 3186, Au...

Revenue

<$5 Million

Industry

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

About Breakwater Financial Planning

Breakwater Financial Planning is a boutique financial advisory and wealth management firm located in Melbourne, Victoria. They offer a range of services including financial planning, superannuation, retirement planning, investment advice, insurance, Centrelink assistance, estate planning, and aged care. The firm emphasizes a highly personalized approach, focusing on understanding clients' needs and developing tailored strategies to achieve their financial goals. Their target clients are individuals seeking trusted, fee-for-service financial advice without conflicts of interest.Explore more
Breakwater Financial Planning's Social MediaPopular SearchesBreakwater Financial PlanningBreakwater Financial Planning Pty LtdSIC Code 62,628NAICS Code 52,523Show more

Breakwater Financial Planning Org Chart

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SM
Australia flag for contact location.

Director, Financial & Planner

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Australia flag for contact location.

Financial Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Breakwater Financial Plan...

<$5M
1-10
Private
-
-
SM
Steven McIverDirector, Financial & Planner
$5.1M
1-10
Private
-
2016
N/A
<$5M
1-10
Private
-
-
AW
Andrew WeaverPractice Principal
<$5M
1-10
Private
-
2020
JM
James MalhiFinancial Advisor
<$5M
1-10
Private
-
-
KM
Karen McMackinClient Service Manager
<$5M
1-10
Private
-
2013
MM
Marcus MagnanoFinancial Associate & Advisor
<$5M
1-10
Private
-
-
DB
Dustin BartholomewDirector, Financial & Advisor
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Breakwater Financial Planning Tech Stack

A closer look at the technologies used by Breakwater Financial Planning

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Frequently Asked Questions Regarding Breakwater Financial Planning

What is Breakwater Financial Planning's official website?
Breakwater Financial Planning's official website is www.breakwaterfp.com.au
What is Breakwater Financial Planning's Revenue?
Breakwater Financial Planning's revenue is <$5 Million
What is Breakwater Financial Planning's SIC code?
Breakwater Financial Planning's SIC: 62,628
What is Breakwater Financial Planning's NAICS code?
Breakwater Financial Planning's NAICS: 52,523
How many employees does Breakwater Financial Planning have?
Breakwater Financial Planning has 1-10 employees
What industry does Breakwater Financial Planning belong to?
Breakwater Financial Planning is in the industry of: Finance, Securities Trading
What is Breakwater Financial Planning competition?
Breakwater Financial Planning top competitors include: Concurrence Financial Planning, Sterling Advice, Malhi Private Wealth, MBA Wealth Solutions
What technology does Breakwater Financial Planning use?
Some of the popular technologies that Breakwater Financial Planning uses are: WordPress.org, PHP, Google Font API, LiteSpeed Web Server
What does Breakwater Financial Planning do?

Breakwater Financial Planning is a boutique financial advisory and wealth management firm located in Melbourne, Victoria. They offer a range of services including financial planning, superannuation, retirement planning, investment advice, insurance, Centrelink assistance, estate planning, and aged care. The firm emphasizes a highly personalized app... roach, focusing on understanding clients' needs and developing tailored strategies to achieve their financial goals. Their target clients are individuals seeking trusted, fee-for-service financial advice without conflicts of interest.Read More

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

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