FIRSTUNITY Financial Services

Finance · Australia · 11-50 Employees

View Company Info for Free

Overview

Headquarters

25 Bligh St L 21, Sydney, New South Wale...

Phone Number

+61 282563100

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
1
1

About FIRSTUNITY Financial Services

Firstunity is a financial group that specializes in wealth management for successful individuals and families, offering tailored financial planning, investment management, insurance, and estate planning services. With a team of experienced advisers, they focus on building long-term relationships with clients to understand their unique goals and provide unbiased, agenda-free advice. Their services also include family wealth management, tax structuring, superannuation advice, and support during life transitions. Firstunity is committed to empowering clients to achieve financial freedom and protect their legacies.Explore more
FIRSTUNITY Financial Services's Social MediaPopular SearchesFIRSTUNITY Financial Services Pty LtdFirstUnity Wealth ManagementFirst UnityFirstUnity Financial GroupFirstunitySIC Code 62,628NAICS Code 52,523Show more

FIRSTUNITY Financial Services Org Chart

PhoneEmail
AR
Australia flag for contact location.

Director

PhoneEmail
MC
Australia flag for contact location.

Director

Flame icon indicating likelihood to engage via phone.PhoneFlame icon indicating likelihood to engage via email.Email
TR
Australia flag for contact location.

Director

Flame icon indicating likelihood to engage via phone.PhoneFlame icon indicating likelihood to engage via email.Email

PhoneEmail
Get the full picture
Sign in to uncover key details.
DH
Australia flag for contact location.

Client Service Manager

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is FIRSTUNITY Financial Services your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to FIRSTUNITY Financial Services

Compare insights from companies similar to FIRSTUNITY Financial Services, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

FIRSTUNITY Financial Serv...

<$5M
11-50
Private
-
-
AR
Amy ReedDirector
$6M
11-50
Private
-
1997
WM
Wade McGirrFinancial Advisor
$5.1M
1-10
Private
-
2016
N/A
<$5M
1-10
Private
-
2005
JL
Jin LiPractice Manager
<$5M
1-10
Private
-
-
KM
Karen McMackinClient Service Manager
<$5M
1-10
Private
-
2008
N/A
<$5M
1-10
Private
-
-
DB
Dustin BartholomewDirector, Financial & Advisor
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

FIRSTUNITY Financial Services Tech Stack

A closer look at the technologies used by FIRSTUNITY Financial Services

Top Finance Companies

Frequently Asked Questions Regarding FIRSTUNITY Financial Services

What is FIRSTUNITY Financial Services's official website?
FIRSTUNITY Financial Services's official website is www.firstunity.com.au
What is FIRSTUNITY Financial Services's Revenue?
FIRSTUNITY Financial Services's revenue is <$5 Million
What is FIRSTUNITY Financial Services's SIC code?
FIRSTUNITY Financial Services's SIC: 62,628
What is FIRSTUNITY Financial Services's NAICS code?
FIRSTUNITY Financial Services's NAICS: 52,523
How many employees does FIRSTUNITY Financial Services have?
FIRSTUNITY Financial Services has 11-50 employees
What industry does FIRSTUNITY Financial Services belong to?
FIRSTUNITY Financial Services is in the industry of: Finance, Insurance, Securities Trading
What is FIRSTUNITY Financial Services competition?
FIRSTUNITY Financial Services top competitors include: Results Financial Services, Sterling Advice, Chris Humphrey Private Wealth Management, MBA Wealth Solutions
What technology does FIRSTUNITY Financial Services use?
Some of the popular technologies that FIRSTUNITY Financial Services uses are: Google Cloud Web Serving, Google Cloud Platform, Microsoft 365, Sectigo
How do I contact FIRSTUNITY Financial Services?
FIRSTUNITY Financial Services contact info: Phone number: +61 282563100 Website: www.firstunity.com.au
What does FIRSTUNITY Financial Services do?

Firstunity is a financial group that specializes in wealth management for successful individuals and families, offering tailored financial planning, investment management, insurance, and estate planning services. With a team of experienced advisers, they focus on building long-term relationships with clients to understand their unique goals and pro... vide unbiased, agenda-free advice. Their services also include family wealth management, tax structuring, superannuation advice, and support during life transitions. Firstunity is committed to empowering clients to achieve financial freedom and protect their legacies.Read More

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

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.