Broadleaf Financial Group
Finance · Australia · 1-10 Employees
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Overview
Headquarters
1 Preston St, Como, Western Australia, 6...Phone Number
+61 894672281Website
www.broadleafgroup.com.auRevenue
<$5 MillionIndustry
About Broadleaf Financial Group
Broadleaf Financial Group partners with financial planning business owners to customize succession plans and provide tailored exit pathways. They focus on investing in financial advisory firms, helping them to grow and ensuring a smooth transition that considers the interests of clients, owners, employees, and investors. The company offers resources to assess business resilience and guide owners through the succession planning process. With a commitment to long-term partnerships, Broadleaf ensures that financial advisory businesses can thrive while successfully navigating ownership transitions.Explore more
Broadleaf Financial Group Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Broadleaf Financial Group
<$5M
1-10
Private
-
2016
BK
Bennett KowalkExecutive Vice President & Chief Financial Officer
Broadleaf Financial Group Tech Stack
A closer look at the technologies used by Broadleaf Financial Group
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Frequently Asked Questions Regarding Broadleaf Financial Group
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Broadleaf Financial Group partners with financial planning business owners to customize succession plans and provide tailored exit pathways. They focus on investing in financial advisory firms, helping them to grow and ensuring a smooth transition that considers the interests of clients, owners, employees, and investors. The company offers resource... Read More
