EPFS Holdings

Finance · Australia · 11-50 Employees

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Overview

Headquarters

104 Lamb St, Murgon, Queensland, 4605, A...

Phone Number

+61 741682022

Revenue

$5.7 Million

Industry

Finance Securities Trading Lending & Brokerage
ZI Rank: 1
Signal Type
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ZI Rank
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About EPFS Holdings

We are passionate about helping businesses and individuals achieve their financial and lifestyle goals. Our aim is to build long-term partnerships with our clients and assist them in building, protecting and managing their wealth and lifestyle for them and their families. So, whether you are approaching retirement, starting a business, changing careers or moving from two incomes to one, we can help you: Investment strategies (strategic asset allocation) Budget and cash flow management Debt management (including borrowing for personal and investment purposes) Salary packaging Superannuation strategies and retirement planning Personal Insurance Centrelink and other government benefits - we can assist with completing Centrelink forms for submission to Centrelink Ongoing advice and services, including regular portfolio reviews Aged care Loans including residential mortgages and home loans, personal loans, deposit bonds, reverse mortgages, commercial loans, SMSF loans and rural loans For moRead more
Popular SearchesEpfs Holdings Pty LtdAdvice PartnersAMP Financial PlanningAdvice Partners Financial PlanningAdvicepartnersSIC Code 62,628NAICS Code 52,523Show more

EPFS Holdings Org Chart

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TS
Australia flag for contact location.

Authorised of Amp Financial Planning Pty Repr...

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

EPFS Holdings

$5.7M
11-50
Private
-
-
TS
Tamara SparreboomAuthorised of Amp Financial Planning Pty Representative
<$5M
11-50
Private
-
-
CR
Craig RashleighPractice Principal
<$5M
11-50
Private
-
-
BM
Bruce MclarenCustomer Service Manager
<$5M
11-50
Private
-
-
SB
Sharyn BaylisClient Liaison Manager
<$5M
1-10
Private
-
2013
SJ
Sasho JovancevskiManaging Director
<$5M
1-10
Private
-
2014
JP
Jiaming PiMortgage Broker and Managing Director
<$5M
1-10
Private
-
-
SZ
Sean ZemunikDirector and Financial Adviser
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

EPFS Holdings Tech Stack

A closer look at the technologies used by EPFS Holdings

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Frequently Asked Questions Regarding EPFS Holdings

What is EPFS Holdings's official website?
EPFS Holdings's official website is www.advicepartners.net.au
What is EPFS Holdings's Revenue?
EPFS Holdings's revenue is $5.7 Million
What is EPFS Holdings's SIC code?
EPFS Holdings's SIC: 62,628
What is EPFS Holdings's NAICS code?
EPFS Holdings's NAICS: 52,523
How many employees does EPFS Holdings have?
EPFS Holdings has 11-50 employees
What industry does EPFS Holdings belong to?
EPFS Holdings is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is EPFS Holdings competition?
EPFS Holdings top competitors include: SMJ Financial Services, AMP Financial Planning, McGrath Clarke, Vigeo Financial Solutions
What technology does EPFS Holdings use?
Some of the popular technologies that EPFS Holdings uses are: Microsoft 365, Cloudflare DNS, Microsoft Exchange Online, Microsoft Hosting
How do I contact EPFS Holdings?
EPFS Holdings contact info: Phone number: +61 741682022 Website: www.advicepartners.net.au
What does EPFS Holdings do?

We are passionate about helping businesses and individuals achieve their financial and lifestyle goals. Our aim is to build long-term partnerships with our clients and assist them in building, protecting and managing their wealth and lifestyle for them and their families. So, whether you are approaching retirement, starting a business, changing car... eers or moving from two incomes to one, we can help you: Investment strategies (strategic asset allocation) Budget and cash flow management Debt management (including borrowing for personal and investment purposes) Salary packaging Superannuation strategies and retirement planning Personal Insurance Centrelink and other government benefits - we can assist with completing Centrelink forms for submission to Centrelink Ongoing advice and services, including regular portfolio reviews Aged care Loans including residential mortgages and home loans, personal loans, deposit bonds, reverse mortgages, commercial loans, SMSF loans and rural loans For more information about us, including areas we specialise in, please download our Financial Services and Credit Guide/ Financial Services Guide. Kingdom FinancialRead More

Is EPFS Holdings a public company?
EPFS Holdings is private company therefore does not currently have an official ticker symbol
See more information about EPFS Holdings

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