Switzer Advisory

Finance · Australia · 11-50 Employees

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Overview

Headquarters

10 Spring St L 4, Sydney, New South Wale...

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 Switzer Advisory

Switzer Advisory specializes in financial planning and strategic advice, offering services such as portfolio management, retirement planning, auditing, and investment analysis. Their focus is on wealth management, lifestyle planning, retirement strategies, self-managed superannuation funds, income and asset protection, and taxation planning. The company aims to provide trusted, independent advice to help clients achieve their financial goals while ensuring transparency and integrity. Their intended clients include individuals seeking comprehensive financial guidance and management of their wealth.Explore more
Switzer Advisory's Social MediaPopular SearchesSwitzer AdvisorySIC Code 62,628NAICS Code 52,523Show more

Switzer Advisory Org Chart

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Senior Financial Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Switzer Advisory

<$5M
11-50
Private
-
-
AT
Andrew TateSenior Financial Advisor
<$5M
11-50
Private
-
-
GS
Graham SaleFinancial Planner
<$5M
1-10
Private
-
-
TV
Terry VogiatzisDirector and Financial Adviser
<$5M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
2003
PC
Paul CrapperChief Operations Officer
<$5M
11-50
Private
-
2008
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Switzer Advisory Tech Stack

A closer look at the technologies used by Switzer Advisory

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Frequently Asked Questions Regarding Switzer Advisory

What is Switzer Advisory's official website?
Switzer Advisory's official website is www.switzeradvisory.com.au
What is Switzer Advisory's Revenue?
Switzer Advisory's revenue is <$5 Million
What is Switzer Advisory's SIC code?
Switzer Advisory's SIC: 62,628
What is Switzer Advisory's NAICS code?
Switzer Advisory's NAICS: 52,523
How many employees does Switzer Advisory have?
Switzer Advisory has 11-50 employees
What industry does Switzer Advisory belong to?
Switzer Advisory is in the industry of: Finance, Securities Trading
What is Switzer Advisory competition?
Switzer Advisory top competitors include: Lammermoor.com.au, RIadvice-RetireInvest, Akambo Private Wealth, The Retirement Advice Centre
What technology does Switzer Advisory use?
Some of the popular technologies that Switzer Advisory uses are: Cloudflare Rocket Loader, WordPress.org, reCAPTCHA, PHP
What does Switzer Advisory do?

Switzer Advisory specializes in financial planning and strategic advice, offering services such as portfolio management, retirement planning, auditing, and investment analysis. Their focus is on wealth management, lifestyle planning, retirement strategies, self-managed superannuation funds, income and asset protection, and taxation planning. The co... mpany aims to provide trusted, independent advice to help clients achieve their financial goals while ensuring transparency and integrity. Their intended clients include individuals seeking comprehensive financial guidance and management of their wealth.Read More

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

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