Core Financial Services

Finance · Australia · 1-10 Employees

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Overview

Headquarters

727 Collins St L 23, Docklands, Victoria...

Phone Number

+61 1300375357

Revenue

<$5 Million

Industry

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

About Core Financial Services

Core Financial Services is a boutique national Australian Financial Services Licensee that offers a range of financial advice and services to Self Managed Super Funds, individuals, and businesses across Australia. Their offerings include portfolio management, superannuation advice, personal and business insurance advice, retirement planning, and ongoing support to help clients achieve their financial goals. The company prides itself on providing personalized, easy-to-understand recommendations and maintaining high standards of professionalism and security for client data. With a team of experienced advisers, Core Financial Services is dedicated to developing long-term strategies tailored to the unique needs of each client.Explore more
Core Financial Services's Social MediaPopular SearchesCore Financial Services Pty LtdCore Financial ServicesBusiness_InsuranceSIC Code 62,628NAICS Code 52,523Show more

Core Financial Services Org Chart

PhoneEmail
JS
Australia flag for contact location.

Manager, Compliance

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Core Financial Services

<$5M
1-10
Private
-
-
JS
Jason SchupeliusManager, Compliance
$5.1M
1-10
Private
-
2016
N/A
<$5M
11-50
Private
-
2015
DB
Damien BasileDirector and Financial Planner
<$5M
1-10
Private
-
2006
Ace Kuklin, President at Wealth & Retirement Solutions
Ace KuklinPresident
<$5M
1-10
Private
-
2012
N/A
<$5M
1-10
Private
-
-
DW
Dishna WijenayakeFinancial Advisor
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Core Financial Services Tech Stack

A closer look at the technologies used by Core Financial Services

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Frequently Asked Questions Regarding Core Financial Services

What is Core Financial Services's official website?
Core Financial Services's official website is www.corefinancialservices.com.au
What is Core Financial Services's Revenue?
Core Financial Services's revenue is <$5 Million
What is Core Financial Services's SIC code?
Core Financial Services's SIC: 62,628
What is Core Financial Services's NAICS code?
Core Financial Services's NAICS: 52,523
How many employees does Core Financial Services have?
Core Financial Services has 1-10 employees
What industry does Core Financial Services belong to?
Core Financial Services is in the industry of: Finance, Securities Trading
What is Core Financial Services competition?
Core Financial Services top competitors include: Concurrence Financial Planning, Bastion Wealth, Intergenerational Wealth, Results Financial Services
What technology does Core Financial Services use?
Some of the popular technologies that Core Financial Services uses are: WooCommerce, WordPress.org, PHP, Google Font API
How do I contact Core Financial Services?
Core Financial Services contact info: Phone number: +61 1300375357 Website: www.corefinancialservices.com.au
What does Core Financial Services do?

Core Financial Services is a boutique national Australian Financial Services Licensee that offers a range of financial advice and services to Self Managed Super Funds, individuals, and businesses across Australia. Their offerings include portfolio management, superannuation advice, personal and business insurance advice, retirement planning, and on... going support to help clients achieve their financial goals. The company prides itself on providing personalized, easy-to-understand recommendations and maintaining high standards of professionalism and security for client data. With a team of experienced advisers, Core Financial Services is dedicated to developing long-term strategies tailored to the unique needs of each client.Read More

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

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