Prudentia Financial Planning

Finance · Australia · 1-10 Employees

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Overview

Headquarters

828 An Authorised Representative, Gordon...

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
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Aug
ZI Rank
1
1
1
1
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1

About Prudentia Financial Planning

Prudentia Financial Planning is a boutique financial planning and wealth services firm located in Lindfield, NSW, dedicated to helping individuals and families achieve financial security and peace of mind. They offer a range of services including cashflow management, personal insurance, investment advice, superannuation, retirement planning, and estate planning. Their target clients include professionals, self-employed individuals, business owners, retirees, and young families looking to build and protect their wealth. The firm emphasizes personalized financial strategies tailored to clients' unique values and goals, ensuring they navigate the complexities of personal finance with confidence.Explore more
Popular SearchesPrudentia Financial PlanningPrudentia Financial Planning Pty LtdSIC Code 62,628NAICS Code 52,523Show more

Prudentia Financial Planning Org Chart

PhoneEmail
SK
Australia flag for contact location.

Principal Adviser

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Prudentia Financial Plann...

<$5M
1-10
Private
-
-
SK
Sofie KoracPrincipal Adviser
$5.1M
1-10
Private
-
2016
N/A
<$5M
11-50
Private
-
-
DD
Denis DurandFinancial Advisor
<$5M
1-10
Private
-
1996
MB
Melissa BlematlOffice Manager
<$5M
1-10
Private
-
-
DR
Darren RoweManager, Client Service & Compliance
<$5M
1-10
Private
-
2012
N/A
<$5M
1-10
Private
-
-
CH
Craig HewettAuthorised Representative of Consultum and CFP and Dip FP and GradDipFinPlan
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Prudentia Financial Planning Tech Stack

A closer look at the technologies used by Prudentia Financial Planning

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Frequently Asked Questions Regarding Prudentia Financial Planning

What is Prudentia Financial Planning's official website?
Prudentia Financial Planning's official website is www.pfplan.com.au
What is Prudentia Financial Planning's Revenue?
Prudentia Financial Planning's revenue is <$5 Million
What is Prudentia Financial Planning's SIC code?
Prudentia Financial Planning's SIC: 62,628
What is Prudentia Financial Planning's NAICS code?
Prudentia Financial Planning's NAICS: 52,523
How many employees does Prudentia Financial Planning have?
Prudentia Financial Planning has 1-10 employees
What industry does Prudentia Financial Planning belong to?
Prudentia Financial Planning is in the industry of: Finance, Securities Trading
What is Prudentia Financial Planning competition?
Prudentia Financial Planning top competitors include: Concurrence Financial Planning, Solution F, Durand Financial Services, Watzdorf Financial Planning
What technology does Prudentia Financial Planning use?
Some of the popular technologies that Prudentia Financial Planning uses are: MailChimp, Google Font API, MailChimp SPF, Sectigo
What does Prudentia Financial Planning do?

Prudentia Financial Planning is a boutique financial planning and wealth services firm located in Lindfield, NSW, dedicated to helping individuals and families achieve financial security and peace of mind. They offer a range of services including cashflow management, personal insurance, investment advice, superannuation, retirement planning, and es... tate planning. Their target clients include professionals, self-employed individuals, business owners, retirees, and young families looking to build and protect their wealth. The firm emphasizes personalized financial strategies tailored to clients' unique values and goals, ensuring they navigate the complexities of personal finance with confidence.Read More

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

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