Concurrence Financial Planning

Finance · Australia · 1-10 Employees

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Overview

Headquarters

10-12 Clarke St L 1 Ste 103, Crows Nest,...

Phone Number

+61 424935433

Revenue

$5.1 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
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Jun
ZI Rank
1
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About Concurrence Financial Planning

Concurrence Financial Planning offers personalized financial planning services in Sydney, focusing on life insurance advice, investment planning, estate planning, retirement planning, and overall financial management. Their target clients include young professionals, families, business owners, and retirees seeking expert guidance to navigate their unique financial journeys. The company emphasizes a collaborative approach, ensuring that each client's financial strategy aligns with their individual needs and aspirations. With a commitment to building long-term relationships, Concurrence Financial Planning aims to empower clients to achieve their financial goals and secure their futures.Explore more
Concurrence Financial Planning's Social MediaPopular SearchesConcurrence Financial PlanningCom ConcurrencefinancialplanningSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Concurrence Financial Pla...

$5.1M
1-10
Private
-
2016
N/A
<$5M
11-50
Private
-
-
EL
Eujoon LimFinancial Advisor
<$5M
11-50
Private
-
2015
JS
Joseph ScarmozzinoDirector and Certified Financial Planner
<$5M
1-10
Private
-
1991
<$5M
1-10
Private
-
2008
N/A
<$5M
1-10
Private
-
-
AM
Alena MalakhovaFinancial Planner
<$5M
1-10
Private
-
2012
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Concurrence Financial Planning Tech Stack

A closer look at the technologies used by Concurrence Financial Planning

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Frequently Asked Questions Regarding Concurrence Financial Planning

What is Concurrence Financial Planning's official website?
Concurrence Financial Planning's official website is www.concurrence.com.au
What is Concurrence Financial Planning's Revenue?
Concurrence Financial Planning's revenue is $5.1 Million
What is Concurrence Financial Planning's SIC code?
Concurrence Financial Planning's SIC: 62,628
What is Concurrence Financial Planning's NAICS code?
Concurrence Financial Planning's NAICS: 52,523
How many employees does Concurrence Financial Planning have?
Concurrence Financial Planning has 1-10 employees
What industry does Concurrence Financial Planning belong to?
Concurrence Financial Planning is in the industry of: Finance, Insurance, Securities Trading
What is Concurrence Financial Planning competition?
Concurrence Financial Planning top competitors include: Intergenerational Wealth, Chris Humphrey Private Wealth Management, Bastion Wealth, Condor Wealth Solution
What technology does Concurrence Financial Planning use?
Some of the popular technologies that Concurrence Financial Planning uses are: Hivelocity Hosting, WordPress.org, PHP, Google AdSense
How do I contact Concurrence Financial Planning?
Concurrence Financial Planning contact info: Phone number: +61 424935433 Website: www.concurrence.com.au
What does Concurrence Financial Planning do?

Concurrence Financial Planning offers personalized financial planning services in Sydney, focusing on life insurance advice, investment planning, estate planning, retirement planning, and overall financial management. Their target clients include young professionals, families, business owners, and retirees seeking expert guidance to navigate their... unique financial journeys. The company emphasizes a collaborative approach, ensuring that each client's financial strategy aligns with their individual needs and aspirations. With a commitment to building long-term relationships, Concurrence Financial Planning aims to empower clients to achieve their financial goals and secure their futures.Read More

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

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