Steps Financial

Finance · Australia · 1-10 Employees

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Overview

Headquarters

PO Box 2212, Normanhurst, New South Wale...

Phone Number

+61 1300681955

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
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May
ZI Rank
1
1
1
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About Steps Financial

Steps Financial is a financial advisory firm established in 2013, evolving into its current form in 2021 through the collaboration of two experienced female advisers. The company focuses on improving clients' relationships with money by providing clarity and support in their financial planning journey. With a dedicated team of six support staff, Steps Financial aims to deliver high-caliber, ethical, and proficient financial advice and management. Their services are designed for individuals seeking a user-friendly approach to financial planning.Explore more
Steps Financial's Social MediaPopular SearchesSteps FinancialSteps Financial Pty LtdDirector Steps Financial Pty LtdSIC Code 62,628NAICS Code 52,523Show more

Steps Financial Org Chart

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TO
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Director, Steps Financial

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AM
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Financial Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Steps Financial

<$5M
1-10
Private
-
2013
TO
Tanya OddoDirector, Steps Financial
$6.1M
11-50
Private
-
-
DJ
Darryl JoplingSenior Advisor
<$5M
11-50
Private
-
2017
MO
Michael O'BrienFinancial Planner & Director
<$5M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
2003
EA
Esther AlthausManaging Director and Financial Adviser
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2009
DG
Donna GothardClient Service Manager
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Steps Financial Tech Stack

A closer look at the technologies used by Steps Financial

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Frequently Asked Questions Regarding Steps Financial

What is Steps Financial's official website?
Steps Financial's official website is www.stepsfinancial.com.au
What is Steps Financial's Revenue?
Steps Financial's revenue is <$5 Million
What is Steps Financial's SIC code?
Steps Financial's SIC: 62,628
What is Steps Financial's NAICS code?
Steps Financial's NAICS: 52,523
How many employees does Steps Financial have?
Steps Financial has 1-10 employees
What industry does Steps Financial belong to?
Steps Financial is in the industry of: Finance, Securities Trading
What is Steps Financial competition?
Steps Financial top competitors include: Strive Wealth Solutions, Vestra Wealth, Chartered Wealth Management, Amazon Financial Advice
What technology does Steps Financial use?
Some of the popular technologies that Steps Financial uses are: Squarespace Online Stores, Adobe Typekit, Microsoft 365, Vimeo
How do I contact Steps Financial?
Steps Financial contact info: Phone number: +61 1300681955 Website: www.stepsfinancial.com.au
What does Steps Financial do?

Steps Financial is a financial advisory firm established in 2013, evolving into its current form in 2021 through the collaboration of two experienced female advisers. The company focuses on improving clients' relationships with money by providing clarity and support in their financial planning journey. With a dedicated team of six support staff, St... eps Financial aims to deliver high-caliber, ethical, and proficient financial advice and management. Their services are designed for individuals seeking a user-friendly approach to financial planning.Read More

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

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