My Financial Advantage

Finance · Australia · 11-50 Employees

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Overview

Headquarters

121 Avoca Dr, Kincumber, New South Wales...

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About My Financial Advantage

My Financial Advantage is a financial planning firm located in Central Coast, specializing in a wide range of services including investing strategies, retirement planning, superannuation, personal insurance, saving and budgeting, and estate planning. They aim to provide tailored financial advice to help clients achieve their financial and lifestyle goals, regardless of age or income. The firm emphasizes building strong relationships with clients, treating them like family, and ensuring they feel financially confident about their future. Led by principal advisor Nicholle Shepherd, My Financial Advantage offers support in budgeting, cash flow management, tax planning, and more to guide clients towards financial independence.Explore more
Popular SearchesMy Financial Advantage Pty LtdSIC Code 62,628NAICS Code 52,523Show more

My Financial Advantage Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

My Financial Advantage

<$5M
11-50
Private
-
-
<$5M
11-50
Private
-
2013
Judson Mallard, President, Vision Financial Concepts at Vision Financial Concepts
Judson MallardPresident, Vision Financial Concepts
<$5M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
2014
FU
Ferdy UtanDirector and Financial Adviser
<$5M
1-10
Private
-
2002
PS
Pedram SalamiDirector and Financial Adviser
<$5M
1-10
Private
-
2016
Cv
Christopher van RijswijkFinancial Advisor & Mortgage Broker & Director
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Company Profile Activity

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Activity Insights

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

What does this means?

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

My Financial Advantage Tech Stack

A closer look at the technologies used by My Financial Advantage

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Frequently Asked Questions Regarding My Financial Advantage

What is My Financial Advantage's official website?
My Financial Advantage's official website is www.myfinancialadvantage.com.au
What is My Financial Advantage's Revenue?
My Financial Advantage's revenue is <$5 Million
What is My Financial Advantage's SIC code?
My Financial Advantage's SIC: 62,628
What is My Financial Advantage's NAICS code?
My Financial Advantage's NAICS: 52,523
How many employees does My Financial Advantage have?
My Financial Advantage has 11-50 employees
What industry does My Financial Advantage belong to?
My Financial Advantage is in the industry of: Finance, Securities Trading
What is My Financial Advantage competition?
My Financial Advantage top competitors include: Fina Financial, Wealth Planning Professionals, Vision Financial Concepts, Profectus Financial Partners
What technology does My Financial Advantage use?
Some of the popular technologies that My Financial Advantage uses are: Google Cloud Web Serving, Google Cloud Platform, Microsoft 365, GoDaddy DNS
What does My Financial Advantage do?

My Financial Advantage is a financial planning firm located in Central Coast, specializing in a wide range of services including investing strategies, retirement planning, superannuation, personal insurance, saving and budgeting, and estate planning. They aim to provide tailored financial advice to help clients achieve their financial and lifestyle... goals, regardless of age or income. The firm emphasizes building strong relationships with clients, treating them like family, and ensuring they feel financially confident about their future. Led by principal advisor Nicholle Shepherd, My Financial Advantage offers support in budgeting, cash flow management, tax planning, and more to guide clients towards financial independence.Read More

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

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