Wholistic Financial Solutions

Accounting for Legal Practices · Australia · 11-50 Employees

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Overview

Headquarters

133 Flemington Rd U 5, Mitchell, Austral...

Phone Number

+61 261624546

Revenue

<$5 Million

Industry

Accounting for Legal Practices Business Services
ZI Rank: 1
Signal Type
Mar
Apr
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Aug
ZI Rank
1
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About Wholistic Financial Solutions

Wholistic Financial Solutions offers personalized accounting and financial services, including individual and business taxation, superannuation planning, estate planning, and mortgage broking. They cater to clients in Canberra, Snowy Mountains, Riverina, and South Coast, focusing on empowering individuals and businesses to achieve financial success. With a team of experienced professionals, they provide tailored solutions and strategic guidance to enhance financial security and prosperity. Their commitment to integrity and excellence fosters lasting partnerships with clients.Explore more
Popular SearchesWholistic Financial SolutionsWholisticfinancialsolutions ComWholistic Financial Coaching QueenslandWholistic Financial Solutions MelbourneWholistic Property Solutions QLD Pty LtdSIC Code 87,872NAICS Code 54,541Show more

Wholistic Financial Solutions Org Chart

PhoneEmail
CM
Australia flag for contact location.

Senior Manager, Tax & Manager, Practice

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PhoneEmail
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CF
Australia flag for contact location.

Business Accountant and Tax Agent

PhoneEmail
AP
Australia flag for contact location.

Assistant Accountant and Mortgage Broker

PhoneEmail
DS
Australia flag for contact location.

Authorised Representative

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Compare insights from companies similar to Wholistic Financial Solutions, 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

Wholistic Financial Solut...

<$5M
11-50
Private
-
-
CM
Chris McGuiganSenior Manager, Tax & Manager, Practice
$6.1M
11-50
Private
-
1974
MC
Marion CallaghanExecutive Recruiter & President
<$5M
11-50
Private
-
2012
N/A
<$5M
11-50
Private
-
2003
MM
Melissa MorganDirector and Partner - Maddern Accountants Pty Ltd
<$5M
11-50
Private
-
2015
MR
Mary RoyManager, Operations
<$5M
1-10
Private
-
-
MJ
Michael JohnsonDirector and Registered Tax Agent
<$5M
1-10
Private
-
2008
N/A
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Company Profile Activity

i

Among all Business Services companies

Low Activity

High Activity

Activity Insights

Wholistic Financial Solutions is experiencing very low activity levels compared to other companies in the Business Services sector.

What does this means?

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

Wholistic Financial Solutions Tech Stack

A closer look at the technologies used by Wholistic Financial Solutions

Top Accounting for Legal Practices Companies

Frequently Asked Questions Regarding Wholistic Financial Solutions

What is Wholistic Financial Solutions's official website?
Wholistic Financial Solutions's official website is www.wholisticfinancialsolutions.com.au
What is Wholistic Financial Solutions's Revenue?
Wholistic Financial Solutions's revenue is <$5 Million
What is Wholistic Financial Solutions's SIC code?
Wholistic Financial Solutions's SIC: 87,872
What is Wholistic Financial Solutions's NAICS code?
Wholistic Financial Solutions's NAICS: 54,541
How many employees does Wholistic Financial Solutions have?
Wholistic Financial Solutions has 11-50 employees
What industry does Wholistic Financial Solutions belong to?
Wholistic Financial Solutions is in the industry of: Accounting for Legal Practices, Business Services
What is Wholistic Financial Solutions competition?
Wholistic Financial Solutions top competitors include: Treelife, WFS Canberra, Callaghans, Chris Humphrey Private Wealth Management
What technology does Wholistic Financial Solutions use?
Some of the popular technologies that Wholistic Financial Solutions uses are: Microsoft 365, Sectigo, Amazon Web Hosting, Microsoft Exchange Online
How do I contact Wholistic Financial Solutions?
Wholistic Financial Solutions contact info: Phone number: +61 261624546 Website: www.wholisticfinancialsolutions.com.au
What does Wholistic Financial Solutions do?

Wholistic Financial Solutions offers personalized accounting and financial services, including individual and business taxation, superannuation planning, estate planning, and mortgage broking. They cater to clients in Canberra, Snowy Mountains, Riverina, and South Coast, focusing on empowering individuals and businesses to achieve financial success... . With a team of experienced professionals, they provide tailored solutions and strategic guidance to enhance financial security and prosperity. Their commitment to integrity and excellence fosters lasting partnerships with clients.Read More

Is Wholistic Financial Solutions a public company?
Wholistic Financial Solutions is private company therefore does not currently have an official ticker symbol
See more information about Wholistic Financial Solutions

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