Rounded Wealth Advisory

Finance · Australia · 1-10 Employees

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Overview

Headquarters

Barangaroo Ave International Tower One, ...

Phone Number

+61 292169068

Revenue

<$5 Million

Industry

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

About Rounded Wealth Advisory

Rounded Wealth Advisory is an independently owned financial planning organization based in Sydney, Australia, dedicated to providing simple, effective, and personalized financial advice. Their services encompass a wide range of financial planning areas, including lifestyle and financial goals, retirement planning, and personal and business protection. The firm prides itself on delivering high-quality and cost-effective financial advice tailored to improve clients' financial wellbeing. Their intended clients include individuals and businesses seeking expert guidance in managing their finances and investments.Explore more
Rounded Wealth Advisory's Social MediaPopular SearchesRounded Wealth AdvisorySIC Code 62,628NAICS Code 52,523Show more

Rounded Wealth Advisory Org Chart

PhoneEmail
FL
Australia flag for contact location.

Managing Director

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Rounded Wealth Advisory

<$5M
1-10
Private
-
2019
FL
Finlay LafleurManaging Director
$6.1M
1-10
Private
-
2009
LK
Loula KouzeleasCertified Financial Planner & Director
$5.5M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
2021
MT
Mark TyminskiSenior Financial Planner
<$5M
1-10
Private
-
2016
N/A
<$5M
1-10
Private
-
2016
Cv
Christopher van RijswijkFinancial Advisor & Mortgage Broker & Director
<$5M
1-10
Private
-
-
GA
Gary AndrewPrivate Wealth Advisor
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Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

Rounded Wealth Advisory is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Rounded Wealth Advisory is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Rounded Wealth Advisory.

Rounded Wealth Advisory Tech Stack

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Frequently Asked Questions Regarding Rounded Wealth Advisory

What is Rounded Wealth Advisory's official website?
Rounded Wealth Advisory's official website is www.roundedwealth.com.au
What is Rounded Wealth Advisory's Revenue?
Rounded Wealth Advisory's revenue is <$5 Million
What is Rounded Wealth Advisory's SIC code?
Rounded Wealth Advisory's SIC: 62,628
What is Rounded Wealth Advisory's NAICS code?
Rounded Wealth Advisory's NAICS: 52,523
How many employees does Rounded Wealth Advisory have?
Rounded Wealth Advisory has 1-10 employees
What industry does Rounded Wealth Advisory belong to?
Rounded Wealth Advisory is in the industry of: Finance, Securities Trading
What is Rounded Wealth Advisory competition?
Rounded Wealth Advisory top competitors include: Ellastone Financial Planning, Emerge Financial Services, Life Values, Northern Beaches Wealth
What technology does Rounded Wealth Advisory use?
Some of the popular technologies that Rounded Wealth Advisory uses are: WordPress.org, PHP, Google Font API, YouTube
How do I contact Rounded Wealth Advisory?
Rounded Wealth Advisory contact info: Phone number: +61 292169068 Website: www.roundedwealth.com.au
What does Rounded Wealth Advisory do?

Rounded Wealth Advisory is an independently owned financial planning organization based in Sydney, Australia, dedicated to providing simple, effective, and personalized financial advice. Their services encompass a wide range of financial planning areas, including lifestyle and financial goals, retirement planning, and personal and business protecti... on. The firm prides itself on delivering high-quality and cost-effective financial advice tailored to improve clients' financial wellbeing. Their intended clients include individuals and businesses seeking expert guidance in managing their finances and investments.Read More

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

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