Swell Financial Planning

Finance · Australia · 1-10 Employees

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Overview

Headquarters

45 Nerang St, Southport, Queensland, 421...

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
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ZI Rank
1
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1

About Swell Financial Planning

Swell Financial Planning, located in the Gold Coast and Yeppoon, offers tailored financial solutions to clients across Australia. The company specializes in superannuation, retirement advice, wealth protection, budgeting, and investment strategies. They emphasize the importance of clear financial guidance to help clients achieve their financial and lifestyle goals without being influenced by product providers. With a commitment to transparency, Swell Financial Planning provides upfront information about fees and services to empower clients in their financial decisions.Explore more
Swell Financial Planning's Social MediaPopular SearchesSwell Financial PlanningSIC Code 62,628NAICS Code 52,523Show more

Swell Financial Planning Org Chart

PhoneEmail
LS
Australia flag for contact location.

Director and Financial Planner

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Swell Financial Planning

<$5M
1-10
Private
-
2021
LS
Luke ShrewsburyDirector and Financial Planner
<$5M
1-10
Private
-
-
N/A
<$5M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2010
GC
Graham ChattertonFounder & Financial Planner
<$5M
1-10
Private
-
2002
PS
Pedram SalamiDirector and Financial Adviser
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Swell Financial Planning Tech Stack

A closer look at the technologies used by Swell Financial Planning

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Frequently Asked Questions Regarding Swell Financial Planning

What is Swell Financial Planning's official website?
Swell Financial Planning's official website is www.swellfp.com.au
What is Swell Financial Planning's Revenue?
Swell Financial Planning's revenue is <$5 Million
What is Swell Financial Planning's SIC code?
Swell Financial Planning's SIC: 62,628
What is Swell Financial Planning's NAICS code?
Swell Financial Planning's NAICS: 52,523
How many employees does Swell Financial Planning have?
Swell Financial Planning has 1-10 employees
What industry does Swell Financial Planning belong to?
Swell Financial Planning is in the industry of: Finance, Securities Trading
What is Swell Financial Planning competition?
Swell Financial Planning top competitors include: New Wave Financial Planning, Fina Financial, Echelon Financial, Wealth Planning Professionals
What technology does Swell Financial Planning use?
Some of the popular technologies that Swell Financial Planning uses are: Sentry, F5 BIG-IP Platform, GoDaddy DNS, F5 BIG-IP Application Security Manager
What does Swell Financial Planning do?

Swell Financial Planning, located in the Gold Coast and Yeppoon, offers tailored financial solutions to clients across Australia. The company specializes in superannuation, retirement advice, wealth protection, budgeting, and investment strategies. They emphasize the importance of clear financial guidance to help clients achieve their financial and... lifestyle goals without being influenced by product providers. With a commitment to transparency, Swell Financial Planning provides upfront information about fees and services to empower clients in their financial decisions.Read More

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

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