Wallis-Smith Financial Services

Finance · Australia · 1-10 Employees

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Overview

Headquarters

85 Hutt St L 1, Adelaide, South Australi...

Phone Number

+61 882329498

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
1
1
1

About Wallis-Smith Financial Services

Wallis-Smith Financial Planning, based in Adelaide, specializes in retirement planning services aimed at helping clients secure their financial future. Founded in 1996, this family-owned business offers tailored strategies and ongoing support to navigate the transition to retirement confidently. With over 25 years of experience, they provide investment and strategy advice, maximizing entitlements, and addressing financial challenges. Their commitment to clear communication and flat dollar fees makes them a trusted partner for individuals seeking to enhance their retirement experience.Explore more
Wallis-Smith Financial Services's Social MediaPopular SearchesWallis-Smith Financial Services Pty LtdWallis-Smith Financial PlanningWallis - Smith Financial Services Pty LtdWallis - Smith Financial PlanningWallis-smith FinancialSIC Code 62,628NAICS Code 52,523Show more

Wallis-Smith Financial Services Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Wallis-Smith Financial Se...

<$5M
1-10
Private
-
1996
$5.6M
11-50
Private
-
1983
N/A
$5.1M
1-10
Private
-
2016
N/A
<$5M
1-10
Private
-
-
DC
Danielle ClarkChief Operating Officer
<$5M
1-10
Private
-
2013
ML
Mardy LimManager, Client Services
<$5M
1-10
Private
-
-
AT
Andrew TravisDirector, Financial Adivsor
<$5M
1-10
Private
-
2013
JC
Joel CampbellDirector and Financial Adviser
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Wallis-Smith Financial Services is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Wallis-Smith Financial Services Tech Stack

A closer look at the technologies used by Wallis-Smith Financial Services

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Frequently Asked Questions Regarding Wallis-Smith Financial Services

What is Wallis-Smith Financial Services's official website?
Wallis-Smith Financial Services's official website is www.wallissmith.com.au
What is Wallis-Smith Financial Services's Revenue?
Wallis-Smith Financial Services's revenue is <$5 Million
What is Wallis-Smith Financial Services's SIC code?
Wallis-Smith Financial Services's SIC: 62,628
What is Wallis-Smith Financial Services's NAICS code?
Wallis-Smith Financial Services's NAICS: 52,523
How many employees does Wallis-Smith Financial Services have?
Wallis-Smith Financial Services has 1-10 employees
What industry does Wallis-Smith Financial Services belong to?
Wallis-Smith Financial Services is in the industry of: Finance, Securities Trading
What is Wallis-Smith Financial Services competition?
Wallis-Smith Financial Services top competitors include: FinVu, Concurrence Financial Planning, MBA Wealth Solutions, Bayside Financial Planners
What technology does Wallis-Smith Financial Services use?
Some of the popular technologies that Wallis-Smith Financial Services uses are: WordPress.org, reCAPTCHA, PHP, Sentry
How do I contact Wallis-Smith Financial Services?
Wallis-Smith Financial Services contact info: Phone number: +61 882329498 Website: www.wallissmith.com.au
What does Wallis-Smith Financial Services do?

Wallis-Smith Financial Planning, based in Adelaide, specializes in retirement planning services aimed at helping clients secure their financial future. Founded in 1996, this family-owned business offers tailored strategies and ongoing support to navigate the transition to retirement confidently. With over 25 years of experience, they provide invest... ment and strategy advice, maximizing entitlements, and addressing financial challenges. Their commitment to clear communication and flat dollar fees makes them a trusted partner for individuals seeking to enhance their retirement experience.Read More

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

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