Lilywhite Financial Planning

Finance · Australia · 1-10 Employees

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Overview

Headquarters

35 Cedric St U 3, Stirling, Western Aust...

Phone Number

+61 405357648

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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Apr
May
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Jul
ZI Rank
1
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About Lilywhite Financial Planning

Lilywhite Financial Planning offers personalized financial planning services tailored to individual client goals and circumstances. They provide a range of services including retirement planning, investment strategies, insurance, and estate planning. The company emphasizes the importance of starting financial planning at any stage of life to achieve desired outcomes such as financial security and peace of mind. Their target clients are individuals seeking to improve their financial wellbeing and achieve specific life goals.Explore more
Popular SearchesLilywhite Financial PlanningLilywhite Financial Planning Pty LtdSIC Code 62,628NAICS Code 52,523Show more

Lilywhite Financial Planning Org Chart

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Director and Senior Financial Planner

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Senior Paraplanner

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Lilywhite Financial Plann...

<$5M
1-10
Private
-
-
PS
Paul SummersDirector and Senior Financial Planner
$6.8M
11-50
Private
-
1999
BS
Blake StoneDirector and Financial Planner
$6.3M
11-50
Private
-
2000
GA
Garry AddisonDirector and Financial Adviser
$5.1M
1-10
Private
-
2016
N/A
<$5M
1-10
Private
-
-
KM
Karen McMackinClient Service Manager
<$5M
1-10
Private
-
-
DM
David McnivenPrincipal and Founder
<$5M
1-10
Private
-
1988
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Lilywhite Financial Planning Tech Stack

A closer look at the technologies used by Lilywhite Financial Planning

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Frequently Asked Questions Regarding Lilywhite Financial Planning

What is Lilywhite Financial Planning's official website?
Lilywhite Financial Planning's official website is www.lilywhitefp.com.au
What is Lilywhite Financial Planning's Revenue?
Lilywhite Financial Planning's revenue is <$5 Million
What is Lilywhite Financial Planning's SIC code?
Lilywhite Financial Planning's SIC: 62,628
What is Lilywhite Financial Planning's NAICS code?
Lilywhite Financial Planning's NAICS: 52,523
How many employees does Lilywhite Financial Planning have?
Lilywhite Financial Planning has 1-10 employees
What industry does Lilywhite Financial Planning belong to?
Lilywhite Financial Planning is in the industry of: Finance, Securities Trading
What is Lilywhite Financial Planning competition?
Lilywhite Financial Planning top competitors include: Sterling Advice, Concurrence Financial Planning, McPherson & Associates, iChart
What technology does Lilywhite Financial Planning use?
Some of the popular technologies that Lilywhite Financial Planning uses are: Google Cloud Web Serving, Google Cloud Platform, Microsoft Dynamics CRM, Microsoft 365
How do I contact Lilywhite Financial Planning?
Lilywhite Financial Planning contact info: Phone number: +61 405357648 Website: www.lilywhitefp.com.au
What does Lilywhite Financial Planning do?

Lilywhite Financial Planning offers personalized financial planning services tailored to individual client goals and circumstances. They provide a range of services including retirement planning, investment strategies, insurance, and estate planning. The company emphasizes the importance of starting financial planning at any stage of life to achiev... e desired outcomes such as financial security and peace of mind. Their target clients are individuals seeking to improve their financial wellbeing and achieve specific life goals.Read More

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

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