Enlightened Financial Solutions

Finance · Australia · 1-10 Employees

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Overview

Headquarters

54 Gordon St, Mackay, Queensland, 4740, ...

Phone Number

+61 749571600

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1

About Enlightened Financial Solutions

Enlightened Financial Solutions is a leading provider of retirement planning services in Mackay and its surrounding regions, specializing in financial planning for pre-retirees and retirees. The company is dedicated to helping clients make informed decisions about their financial and lifestyle goals to ensure a fulfilling retirement. With a strong commitment to the community, EFS has contributed significantly to local organizations and charities, reflecting their values of support and trust. Their experienced team focuses on understanding each client's unique life priorities and goals, fostering confidence in every financial decision.Explore more
Enlightened Financial Solutions's Social MediaPopular SearchesEnlightened Financial SolutionsEnlightened Financial Solution LtdYour Savings Coach Pty LtdEnlightened Financial Solutions - IncEnlightened Financial Solutions - LtdSIC Code 62,628NAICS Code 52,523Show more

Enlightened Financial Solutions Org Chart

JW
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Enlightened Financial Solutions Founder & Chi...

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MT
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Director

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JW
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Office Manager

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JM
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Client Service Manager

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Enlightened Financial Sol...

<$5M
1-10
Private
-
2007
JW
James WortleyEnlightened Financial Solutions Founder & CEO
$6M
1-10
Private
-
2011
N/A
<$5M
11-50
Private
-
2015
DB
Damien BasileDirector and Financial Planner
<$5M
1-10
Private
-
-
KM
Karen McMackinClient Service Manager
<$5M
1-10
Private
-
2008
N/A
<$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

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

What does this means?

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

Enlightened Financial Solutions Tech Stack

A closer look at the technologies used by Enlightened Financial Solutions

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Frequently Asked Questions Regarding Enlightened Financial Solutions

What is Enlightened Financial Solutions's official website?
Enlightened Financial Solutions's official website is www.efsmackay.com.au
What is Enlightened Financial Solutions's Revenue?
Enlightened Financial Solutions's revenue is <$5 Million
What is Enlightened Financial Solutions's SIC code?
Enlightened Financial Solutions's SIC: 62,628
What is Enlightened Financial Solutions's NAICS code?
Enlightened Financial Solutions's NAICS: 52,523
How many employees does Enlightened Financial Solutions have?
Enlightened Financial Solutions has 1-10 employees
What industry does Enlightened Financial Solutions belong to?
Enlightened Financial Solutions is in the industry of: Finance, Securities Trading
What is Enlightened Financial Solutions competition?
Enlightened Financial Solutions top competitors include: Chris Humphrey Private Wealth Management, Bastion Wealth, Intergenerational Wealth, Sterling Advice
What technology does Enlightened Financial Solutions use?
Some of the popular technologies that Enlightened Financial Solutions uses are: reCAPTCHA, Microsoft 365, Amazon Web Hosting, Mimecast
How do I contact Enlightened Financial Solutions?
Enlightened Financial Solutions contact info: Phone number: +61 749571600 Website: www.efsmackay.com.au
What does Enlightened Financial Solutions do?

Enlightened Financial Solutions is a leading provider of retirement planning services in Mackay and its surrounding regions, specializing in financial planning for pre-retirees and retirees. The company is dedicated to helping clients make informed decisions about their financial and lifestyle goals to ensure a fulfilling retirement. With a strong... commitment to the community, EFS has contributed significantly to local organizations and charities, reflecting their values of support and trust. Their experienced team focuses on understanding each client's unique life priorities and goals, fostering confidence in every financial decision.Read More

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

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