ICG Financial Planning

Finance · Australia · 1-10 Employees

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Overview

Headquarters

71 Rathdowne St, Carlton, Victoria, 3053...

Phone Number

+61 396111600

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
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Jun
ZI Rank
1
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About ICG Financial Planning

ICG Financial Planning is a private wealth advisory team dedicated to simplifying complex financial decisions for their clients, allowing them to focus on what matters most. They offer highly personalized services tailored to the unique circumstances of high-income professionals and business owners, utilizing a balance sheet approach to provide strategic financial advice. The firm emphasizes ongoing guidance and collaboration with specialists to ensure a coherent financial strategy. Their clients value the superior level of service and the trust established through a personal relationship with their financial adviser.Explore more
ICG Financial Planning's Social MediaPopular SearchesICG Financial Planning Pty LtdICG Financial PlanningCom IcgfinancialplanningICG Financial Planning - Pty LtdICGFP Financial Advisors MelbourneSIC Code 62,628NAICS Code 52,523Show more

ICG Financial Planning Org Chart

PhoneEmail
DP
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Financial Advisor & Director

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KA
Australia flag for contact location.

Senior Financial Advisor

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KB
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Financial Planning Assistant

PhoneEmail
RS
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Financial Planning Assistant

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

ICG Financial Planning

<$5M
1-10
Private
-
-
DP
David PeroFinancial Advisor & Director
$5.6M
11-50
Private
-
1985
RA
Rita AzzopardiChief Financial Officer
<$5M
11-50
Private
-
2010
JD
Jenny DunnGroup Financial Controller
<$5M
1-10
Private
-
2017
JK
Joseph KourySenior VP, Wealth Management
<$5M
1-10
Private
-
-
JM
Joanna McCreeryFinancial Advisor
<$5M
1-10
Private
-
-
DB
Dustin BartholomewDirector, Financial & Advisor
<$5M
1-10
Private
-
-
DH
David HayesFounder & Director
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

ICG Financial Planning Tech Stack

A closer look at the technologies used by ICG Financial Planning

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Frequently Asked Questions Regarding ICG Financial Planning

What is ICG Financial Planning's official website?
ICG Financial Planning's official website is www.icgfp.com.au
What is ICG Financial Planning's Revenue?
ICG Financial Planning's revenue is <$5 Million
What is ICG Financial Planning's SIC code?
ICG Financial Planning's SIC: 62,628
What is ICG Financial Planning's NAICS code?
ICG Financial Planning's NAICS: 52,523
How many employees does ICG Financial Planning have?
ICG Financial Planning has 1-10 employees
What industry does ICG Financial Planning belong to?
ICG Financial Planning is in the industry of: Finance, Securities Trading
What is ICG Financial Planning competition?
ICG Financial Planning top competitors include: Consilium Private Wealth, MBA Wealth Solutions, Wotherspoon Wealth, Alman Partners
What technology does ICG Financial Planning use?
Some of the popular technologies that ICG Financial Planning uses are: Cloudflare Website Optimization, Cloudflare CDN, Pinterest for Business, Microsoft 365
How do I contact ICG Financial Planning?
ICG Financial Planning contact info: Phone number: +61 396111600 Website: www.icgfp.com.au
What does ICG Financial Planning do?

ICG Financial Planning is a private wealth advisory team dedicated to simplifying complex financial decisions for their clients, allowing them to focus on what matters most. They offer highly personalized services tailored to the unique circumstances of high-income professionals and business owners, utilizing a balance sheet approach to provide str... ategic financial advice. The firm emphasizes ongoing guidance and collaboration with specialists to ensure a coherent financial strategy. Their clients value the superior level of service and the trust established through a personal relationship with their financial adviser.Read More

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

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