Broadleaf Financial Group

Holding Companies & Conglomerates · Australia · 1-10 Employees

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Overview

Headquarters

1 Preston St, Como, Western Australia, 6...

Phone Number

+61 894672281

Revenue

<$5 Million

Industry

Holding Companies & Conglomerates Finance Venture Capital & Private Equity

About Broadleaf Financial Group

Broadleaf Financial Group partners with financial planning businesses by investing as a minority shareholder, focusing on service orientation, relationship building, and growth. They support a diverse range of clients, including established business owners looking to expand, emerging leaders aspiring for ownership, and those nearing retirement wanting to protect their legacy. The company emphasizes continuity and stability in financial advice through generational ownership while fostering a community that includes their team, partner businesses, and shareholders. With a commitment to long-term partnerships, Broadleaf aims to preserve the unique identity of advice businesses across multiple generations.Explore more
Broadleaf Financial Group's Social MediaSIC Code 67,671NAICS Code 55,551Show more

Broadleaf Financial Group Org Chart

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BK
Australia flag for contact location.

Executive Vice President & Chief Financial Of...

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PP
Australia flag for contact location.

Senior VP, Capital Markets

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JT
Australia flag for contact location.

Vice President, Portfolio Management

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Compare Similar Companies to Broadleaf Financial Group

Compare insights from companies similar to Broadleaf Financial Group, 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

Broadleaf Financial Group

<$5M
1-10
Private
-
2016
BK
Bennett KowalkExecutive Vice President & Chief Financial Officer
<$5M
1-10
Private
-
2005
JL
Jin LiPractice Manager
<$5M
1-10
Private
-
2002
PS
Pedram SalamiDirector and Financial Adviser
Illustration of an envelope

Broadleaf Financial Group Tech Stack

A closer look at the technologies used by Broadleaf Financial Group

Top Holding Companies & Conglomerates Companies

Frequently Asked Questions Regarding Broadleaf Financial Group

What is Broadleaf Financial Group's official website?
Broadleaf Financial Group's official website is www.broadleafgroup.com.au
What is Broadleaf Financial Group's Revenue?
Broadleaf Financial Group's revenue is <$5 Million
What is Broadleaf Financial Group's SIC code?
Broadleaf Financial Group's SIC: 67,671
What is Broadleaf Financial Group's NAICS code?
Broadleaf Financial Group's NAICS: 55,551
How many employees does Broadleaf Financial Group have?
Broadleaf Financial Group has 1-10 employees
What industry does Broadleaf Financial Group belong to?
Broadleaf Financial Group is in the industry of: Holding Companies & Conglomerates, Finance, Venture Capital & Private Equity
What is Broadleaf Financial Group competition?
Broadleaf Financial Group top competitors include: Profectus Financial Partners, FIRSTUNITY Financial Services, Future Wealth Planners
What technology does Broadleaf Financial Group use?
Some of the popular technologies that Broadleaf Financial Group uses are: WordPress.org, Microsoft 365, Google Tag Manager, Linode
Who is the CFO of Broadleaf Financial Group?
Broadleaf Financial Group's CFO is Bennett Kowalk
How do I contact Broadleaf Financial Group?
Broadleaf Financial Group contact info: Phone number: +61 894672281 Website: www.broadleafgroup.com.au
What does Broadleaf Financial Group do?

Broadleaf Financial Group partners with financial planning businesses by investing as a minority shareholder, focusing on service orientation, relationship building, and growth. They support a diverse range of clients, including established business owners looking to expand, emerging leaders aspiring for ownership, and those nearing retirement want... ing to protect their legacy. The company emphasizes continuity and stability in financial advice through generational ownership while fostering a community that includes their team, partner businesses, and shareholders. With a commitment to long-term partnerships, Broadleaf aims to preserve the unique identity of advice businesses across multiple generations.Read More

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

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