First Principles Financial Planning

Finance · Australia · 1-10 Employees

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Overview

Headquarters

420 King William St L 8, Adelaide, South...

Phone Number

+61 884569020

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 First Principles Financial Planning

First Principles Financial Planning specializes in providing personalized financial advice tailored to individual needs, focusing on retirement planning, aged care decisions, and investment strategies. Their intended clients include investors approaching retirement, high net worth individuals, business owners, and busy professionals seeking clarity and control over their financial futures. The company emphasizes trust, transparency, and a long-term partnership with clients, ensuring that their financial plans align with personal lifestyle goals. Led by experienced advisers, they offer services such as SMSFs, cash flow management, and portfolio structuring.Explore more
First Principles Financial Planning's Social MediaPopular SearchesFirst Principles Financial PlanningFirst Principles FPGodfrey Pembroke LtdSIC Code 62,628NAICS Code 52,523Show more

First Principles Financial Planning Org Chart

PhoneEmail
AB
Australia flag for contact location.

Owner and Principal

PhoneEmail
AH
Australia flag for contact location.

Provisional Financial Advisor

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

First Principles Financia...

<$5M
1-10
Private
-
1987
AB
Anthony BrosnanOwner and Principal
$5.7M
11-50
Private
-
-
KG
Kevin GilliganManager, Investment
<$5M
1-10
Private
-
-
KM
Karen McMackinClient Service Manager
<$5M
1-10
Private
-
2009
AD
Anjan DasFounder & CEO
<$5M
1-10
Private
-
2008
BT
Ben TorresFinancial Associate & Planner
<$5M
1-10
Private
-
2013
N/A
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Company Profile Activity

i

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Low Activity

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Activity Insights

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

What does this means?

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

First Principles Financial Planning Tech Stack

A closer look at the technologies used by First Principles Financial Planning

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Frequently Asked Questions Regarding First Principles Financial Planning

What is First Principles Financial Planning's official website?
First Principles Financial Planning's official website is www.firstprinciplesfp.com.au
What is First Principles Financial Planning's Revenue?
First Principles Financial Planning's revenue is <$5 Million
What is First Principles Financial Planning's SIC code?
First Principles Financial Planning's SIC: 62,628
What is First Principles Financial Planning's NAICS code?
First Principles Financial Planning's NAICS: 52,523
How many employees does First Principles Financial Planning have?
First Principles Financial Planning has 1-10 employees
What industry does First Principles Financial Planning belong to?
First Principles Financial Planning is in the industry of: Finance, Securities Trading
What is First Principles Financial Planning competition?
First Principles Financial Planning top competitors include: Sterling Advice, Super Focus, Chris Humphrey Private Wealth Management, Strategic Wealth Services
What technology does First Principles Financial Planning use?
Some of the popular technologies that First Principles Financial Planning uses are: WordPress.org, PHP, Cloudflare Website Optimization, Cloudflare CDN
How do I contact First Principles Financial Planning?
First Principles Financial Planning contact info: Phone number: +61 884569020 Website: www.firstprinciplesfp.com.au
What does First Principles Financial Planning do?

First Principles Financial Planning specializes in providing personalized financial advice tailored to individual needs, focusing on retirement planning, aged care decisions, and investment strategies. Their intended clients include investors approaching retirement, high net worth individuals, business owners, and busy professionals seeking clarity... and control over their financial futures. The company emphasizes trust, transparency, and a long-term partnership with clients, ensuring that their financial plans align with personal lifestyle goals. Led by experienced advisers, they offer services such as SMSFs, cash flow management, and portfolio structuring.Read More

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

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