Dolfinwise

Finance · Australia · 11-50 Employees

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Overview

Headquarters

101 Wickham Ter L 2, Spring Hill, Queens...

Phone Number

+61 738325777

Revenue

$5.2 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Dolfinwise

DolFinwise is a financial advisory firm dedicated to providing high-quality financial advice and services to clients, focusing on retirement planning, superannuation, investment advice, and family office services for high net worth individuals. The firm aims to empower clients to achieve their financial aspirations while navigating life's challenges and opportunities. With a team of experienced financial planners, DolFinwise caters to a diverse clientele, including successful business owners and retirees. Their mission is to enhance clients' financial well-being through integrity and personalized service.Explore more
Dolfinwise's Social MediaPopular SearchesDolfinwiseDolfinwise Pty LtdJason BraggerProtected TweetsSIC Code 62,628NAICS Code 52,523Show more

Dolfinwise Org Chart

PhoneEmail
HQ
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Director and Financial Planner

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BA
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Director and Part-owner

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JB
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Founding Partner

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TM
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Authorised Representative

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SG
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Senior Paraplanner

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Dolfinwise

$5.2M
11-50
Private
-
-
HQ
Howard QueridoDirector and Financial Planner
$5.7M
11-50
Private
-
-
KG
Kevin GilliganManager, Investment
<$5M
11-50
Private
-
1986
PR
Peter RodgersFounder & Investment Strategist
<$5M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
2013
N/A
<$5M
1-10
Private
-
-
AL
Adam LawranceFinancial Advisor & Founder
<$5M
1-10
Private
-
1985
TH
Taylah HazelagerPractice Manager
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Dolfinwise is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Dolfinwise Tech Stack

A closer look at the technologies used by Dolfinwise

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Frequently Asked Questions Regarding Dolfinwise

What is Dolfinwise's official website?
Dolfinwise's official website is www.dolfinwise.com.au
What is Dolfinwise's Revenue?
Dolfinwise's revenue is $5.2 Million
What is Dolfinwise's SIC code?
Dolfinwise's SIC: 62,628
What is Dolfinwise's NAICS code?
Dolfinwise's NAICS: 52,523
How many employees does Dolfinwise have?
Dolfinwise has 11-50 employees
What industry does Dolfinwise belong to?
Dolfinwise is in the industry of: Finance, Securities Trading
What is Dolfinwise competition?
Dolfinwise top competitors include: Direct Advisers, Super Focus, Merit Wealth, Self Managed Super Funds
What technology does Dolfinwise use?
Some of the popular technologies that Dolfinwise uses are: Sentry, MailChimp, Google Cloud Web Serving, Google Cloud Platform
How do I contact Dolfinwise?
Dolfinwise contact info: Phone number: +61 738325777 Website: www.dolfinwise.com.au
What does Dolfinwise do?

DolFinwise is a financial advisory firm dedicated to providing high-quality financial advice and services to clients, focusing on retirement planning, superannuation, investment advice, and family office services for high net worth individuals. The firm aims to empower clients to achieve their financial aspirations while navigating life's challenge... s and opportunities. With a team of experienced financial planners, DolFinwise caters to a diverse clientele, including successful business owners and retirees. Their mission is to enhance clients' financial well-being through integrity and personalized service.Read More

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

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