SWA Financial Planning

Q: What is SWA Financial Planning's official website?

SWA Financial Planning's official website is www.swafinancialplanning.com.au

Q: What is SWA Financial Planning's Revenue?

SWA Financial Planning's revenue is <$5 Million

Q: What is SWA Financial Planning's SIC code?

SWA Financial Planning's SIC: 62,628

Q: What is SWA Financial Planning's NAICS code?

SWA Financial Planning's NAICS: 52,523

Q: How many employees does SWA Financial Planning have?

SWA Financial Planning has 11-50 employees

Q: What industry does SWA Financial Planning belong to?

SWA Financial Planning is in the industry of: Finance , Securities Trading

Q: What is SWA Financial Planning competition?

SWA Financial Planning top competitors include: Alman Partners , Profectus Financial Partners , Wotherspoon Wealth , Elevate Wealth Solutions

Q: 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

Q: How do I contact SWA Financial Planning?

SWA Financial Planning contact info: Phone number: (913) 648-5526 Website: www.swafinancialplanning.com.au

Q: 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

Finance · Australia · 11-50 Employees

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Overview

Headquarters

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

Phone Number

(913) 648-5526

Website

www.swafinancialplanning.com.au

Revenue

<$5 Million

Industry

Finance

Securities Trading

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

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View contact profiles from SWA Financial Planning

SIC Code 62,628NAICS Code 52,523Show more

SWA Financial Planning Org Chart

Phone

David Richardson

Director and Certified Financial Planner

Phone

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Josh Correia

Adviser Associate

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Adviser Assistant

Phone

Financial Planner & Associate

Phone

Certified Financial PlannerÂ Practitioner

Phone

Financial Planner

Phone

Financial Planner

Phone

Certified Financial Planner & Practitioner

Phone

Financial Planner

Phone

Financial Advisor

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Financial Planner

Phone

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Compare Similar Companies to SWA Financial Planning

Compare insights from companies similar to SWA Financial Planning, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

SWA Financial Planning

<$5M

11-50

Private

1982

David RichardsonDirector and Certified Financial Planner

Alman Partners

$5.6M

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1985

Rita AzzopardiChief Financial Officer

Wotherspoon Wealth

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2010

Sam HicksDirector

williamgrant Financial Co...

<$5M

1-10

Private

2012

David JarrottManaging Director

Profectus Financial Partn...

<$5M

1-10

Private

2002

Pedram SalamiDirector and Financial Adviser

Elevate Wealth Solutions

<$5M

1-10

Private

2017

Matthew HawkinsDirector and Senior Financial Adviser

NeoWealth Management

<$5M

1-10

Private

Mark KingDirector and Principal Adviser

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SWA Financial Planning Tech Stack

A closer look at the technologies used by SWA Financial Planning

Google Cloud Web Serving

Google

Microsoft Azure

Microsoft

Google Cloud Platform

Google

Microsoft 365

Microsoft

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Top Finance Companies

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?

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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