CU Financial Planning

Finance · Australia · 1-10 Employees

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Overview

Headquarters

428 George St Lvl 4B Ste 4, Sydney, New ...

Phone Number

+61 292313080

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 CU Financial Planning

CU Financial Planning is a specialist advisory firm based in Sydney's CBD, offering personalized financial planning and mortgage broking services to individuals and businesses across Australia. The firm provides a comprehensive range of financial solutions, including strategic financial planning, investment advice, superannuation, retirement planning, and wealth protection. With a commitment to building lasting relationships founded on trust and expertise, CU Financial Planning tailors its services to meet the unique goals and aspirations of each client. The team collaborates with a wide network of major banks and specialist lenders to deliver tailored finance options, ensuring clients receive optimal funding outcomes.Explore more
CU Financial Planning's Social MediaPopular SearchesCU Financial PlanningSIC Code 62,628NAICS Code 52,523Show more

CU Financial Planning Org Chart

AD
Australia flag for contact location.

Founder & Chief Executive Officer

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AK
Australia flag for contact location.

Client Service Administrator

PhoneEmail

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

CU Financial Planning

<$5M
1-10
Private
-
2009
AD
Anjan DasFounder & CEO
$5.1M
1-10
Private
-
2016
N/A
<$5M
11-50
Private
-
2015
DB
Damien BasileDirector and Financial Planner
<$5M
11-50
Private
-
-
DH
Darren HowardDirector, Financial & Planner & Smsf Specialist
<$5M
1-10
Private
-
-
KM
Karen McMackinClient Service Manager
<$5M
1-10
Private
-
2008
BT
Ben TorresFinancial Associate & Planner
<$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

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

What does this means?

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

CU Financial Planning Tech Stack

A closer look at the technologies used by CU Financial Planning

Top Finance Companies

Frequently Asked Questions Regarding CU Financial Planning

What is CU Financial Planning's official website?
CU Financial Planning's official website is www.cufinancial.com.au
What is CU Financial Planning's Revenue?
CU Financial Planning's revenue is <$5 Million
What is CU Financial Planning's SIC code?
CU Financial Planning's SIC: 62,628
What is CU Financial Planning's NAICS code?
CU Financial Planning's NAICS: 52,523
How many employees does CU Financial Planning have?
CU Financial Planning has 1-10 employees
What industry does CU Financial Planning belong to?
CU Financial Planning is in the industry of: Finance, Securities Trading
What is CU Financial Planning competition?
CU Financial Planning top competitors include: Merit Wealth, Chris Humphrey Private Wealth Management, Sterling Advice, Concurrence Financial Planning
What technology does CU Financial Planning use?
Some of the popular technologies that CU Financial Planning uses are: Flippingbook, WooCommerce, WordPress.org, PHP
How do I contact CU Financial Planning?
CU Financial Planning contact info: Phone number: +61 292313080 Website: www.cufinancial.com.au
What does CU Financial Planning do?

CU Financial Planning is a specialist advisory firm based in Sydney's CBD, offering personalized financial planning and mortgage broking services to individuals and businesses across Australia. The firm provides a comprehensive range of financial solutions, including strategic financial planning, investment advice, superannuation, retirement planni... ng, and wealth protection. With a commitment to building lasting relationships founded on trust and expertise, CU Financial Planning tailors its services to meet the unique goals and aspirations of each client. The team collaborates with a wide network of major banks and specialist lenders to deliver tailored finance options, ensuring clients receive optimal funding outcomes.Read More

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

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