SWA Financial Planning

Finance · Australia · 11-50 Employees

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Overview

Headquarters

3 Rawson St, Wollongong, New South Wales...

Phone Number

(913) 648-5526

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About SWA Financial Planning

SWA Financial Planning offers comprehensive financial advice services tailored to clients at every stage of life. Their experienced team of finance professionals is dedicated to simplifying financial matters and providing guidance for effective financial planning. The company aims to assist individuals in navigating their financial journeys with expert advice. SWA Financial Planning is committed to helping clients achieve their financial goals through personalized service.Explore more
SWA Financial Planning's Social MediaPopular SearchesSWA Financial PlanningSWA Financial Planning longSwa Financial Consulting PCSwat LLCSymes Warne & Associates 1982SIC Code 62,628NAICS Code 52,523Show more

SWA Financial Planning Org Chart

PhoneEmail
DR
Australia flag for contact location.

Director and Certified Financial Planner

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PhoneEmail
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JC
Australia flag for contact location.

Adviser Associate

PhoneEmail
MC
Australia flag for contact location.

Financial Planner

PhoneEmail
DK
Australia flag for contact location.

Financial Planner

PhoneEmail
DA
Australia flag for contact location.

Financial Advisor

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AA
Australia flag for contact location.

Certified Financial Planner & Practitioner

Flame icon indicating likelihood to engage via phone.PhoneFlame icon indicating likelihood to engage via email.Email
BP
Australia flag for contact location.

Financial Planner & Associate

PhoneEmail
NP
Australia flag for contact location.

Financial Planner

PhoneEmail
DU
Australia flag for contact location.

Financial Planner

PhoneEmail
CH
Australia flag for contact location.

Certified Financial Planner Practitioner

PhoneEmail
NC
Australia flag for contact location.

Adviser Assistant

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

SWA Financial Planning

<$5M
11-50
Private
-
1982
DR
David RichardsonDirector and Certified Financial Planner
$5.6M
11-50
Private
-
1985
RA
Rita AzzopardiChief Financial Officer
<$5M
11-50
Private
-
2010
JD
Jenny DunnGroup Financial Controller
<$5M
1-10
Private
-
2012
David Jarrott, Managing Director at williamgrant Financial Consultants
David JarrottManaging Director
<$5M
1-10
Private
-
2002
PS
Pedram SalamiDirector and Financial Adviser
<$5M
1-10
Private
-
2017
SC
Samantha ColombariManager, Client Services
<$5M
1-10
Private
-
-
Kaushik Karani, Senior Vice President at NeoWealth Management
Kaushik KaraniSenior Vice President
Illustration of an envelope

Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

SWA Financial Planning Tech Stack

A closer look at the technologies used by SWA Financial Planning

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Frequently Asked Questions Regarding SWA Financial Planning

What is SWA Financial Planning's official website?
SWA Financial Planning's official website is www.swafinancialplanning.com.au
What is SWA Financial Planning's Revenue?
SWA Financial Planning's revenue is <$5 Million
What is SWA Financial Planning's SIC code?
SWA Financial Planning's SIC: 62,628
What is SWA Financial Planning's NAICS code?
SWA Financial Planning's NAICS: 52,523
How many employees does SWA Financial Planning have?
SWA Financial Planning has 11-50 employees
What industry does SWA Financial Planning belong to?
SWA Financial Planning is in the industry of: Finance, Securities Trading
What is SWA Financial Planning competition?
SWA Financial Planning top competitors include: Alman Partners, Profectus Financial Partners, Wotherspoon Wealth, Elevate Wealth Solutions
What technology does SWA Financial Planning use?
Some of the popular technologies that SWA Financial Planning uses are: Google Cloud Web Serving, Microsoft Azure, Google Cloud Platform, Microsoft 365
How do I contact SWA Financial Planning?
SWA Financial Planning contact info: Phone number: (913) 648-5526 Website: www.swafinancialplanning.com.au
What does SWA Financial Planning do?

SWA Financial Planning offers comprehensive financial advice services tailored to clients at every stage of life. Their experienced team of finance professionals is dedicated to simplifying financial matters and providing guidance for effective financial planning. The company aims to assist individuals in navigating their financial journeys with ex... pert advice. SWA Financial Planning is committed to helping clients achieve their financial goals through personalized service.Read More

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

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