When Financial Solutions

Finance · Australia · 1-10 Employees

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Overview

Headquarters

429 Peel St, Tamworth, New South Wales, ...

Phone Number

+61 1300438143

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
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Apr
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Jun
ZI Rank
1
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1

About When Financial Solutions

When Financial Solutions specializes in providing independent financial planning and retirement services to clients in the New England region of New South Wales. Their offerings include investment planning, estate planning, tax management, and aged care services, among others. The company is committed to integrity, transparency, and client empowerment, ensuring that clients can make informed financial decisions. They cater primarily to individuals seeking retirement advice, particularly those with public sector and defined benefits superannuation.Explore more
When Financial Solutions's Social MediaPopular SearchesWhen Financial Solutions Pty LtdWhen Financial SolutionsSIC Code 62,628NAICS Code 52,523Show more

When Financial Solutions Org Chart

PhoneEmail
NH
Australia flag for contact location.

Administration & Client Service Officer

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

When Financial Solutions

<$5M
1-10
Private
-
-
NH
Natalie HoltAdministration & Client Service Officer
<$5M
1-10
Private
-
2001
JK
John KirkFinancial Planner
<$5M
1-10
Private
-
2013
SH
Shaun HuntDirector and Financial Adviser
<$5M
1-10
Private
-
-
KM
Karen McMackinClient Service Manager
<$5M
1-10
Private
-
-
RW
Robert WintourSupervisor, Training & Compliance
<$5M
1-10
Private
-
2008
N/A
<$5M
1-10
Private
-
2012
N/A
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Company Profile Activity

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Among all Finance companies

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Activity Insights

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

What does this means?

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

When Financial Solutions Tech Stack

A closer look at the technologies used by When Financial Solutions

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Frequently Asked Questions Regarding When Financial Solutions

What is When Financial Solutions's official website?
When Financial Solutions's official website is www.whenfs.com.au
What is When Financial Solutions's Revenue?
When Financial Solutions's revenue is <$5 Million
What is When Financial Solutions's SIC code?
When Financial Solutions's SIC: 62,628
What is When Financial Solutions's NAICS code?
When Financial Solutions's NAICS: 52,523
How many employees does When Financial Solutions have?
When Financial Solutions has 1-10 employees
What industry does When Financial Solutions belong to?
When Financial Solutions is in the industry of: Finance, Securities Trading
What is When Financial Solutions competition?
When Financial Solutions top competitors include: Bastion Wealth, Moran Partners Financial Planning, Sterling Advice, Hunt Wealth
What technology does When Financial Solutions use?
Some of the popular technologies that When Financial Solutions uses are: Google Cloud DNS, Google Cloud Platform, Adobe Typekit, Microsoft 365
How do I contact When Financial Solutions?
When Financial Solutions contact info: Phone number: +61 1300438143 Website: www.whenfs.com.au
What does When Financial Solutions do?

When Financial Solutions specializes in providing independent financial planning and retirement services to clients in the New England region of New South Wales. Their offerings include investment planning, estate planning, tax management, and aged care services, among others. The company is committed to integrity, transparency, and client empowerm... ent, ensuring that clients can make informed financial decisions. They cater primarily to individuals seeking retirement advice, particularly those with public sector and defined benefits superannuation.Read More

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

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