AGS Financial Group was founded in 2002 by Alex Berlee and Paul Bolstad. AGS has since grown to become a team of around 80 dedicated individuals, serving the needs of our corporate, small to medium business and personal clients. Our aim is to be your Partners in Advice, Growth & Security. CORPORATE SUPER AND BENEFITS CONSULTING: We work closely with our clients' HR, Finance & Payroll personnel to provide advice and service on Corporate Superannuation, Group Insurances, Salary Packaging and Member Benefit programs. SMALL AND MEDIUM BUSINESS SERVICES: Through AGS Accounting and Business Services, clients are able to access the full spectrum of personal and business accounting services. In keeping with our name, we really do partner with our clients to deliver valuable advice, and enhance the growth and security of your business. PERSONAL CLIENT SERVICES: Our Financial Planners, Accountants, Mortgage Broker and Client Services support team assist you with managing all aspects of your wealth. From initial goal-setting, through strategy formulation, implementation & ongoing review & service, we pride ourselves on our commitment to assist you with reaching your financial goals. Financial planning, corporate benefits and mortgage services are provided by AGS Financial Group Pty Ltd ABN 70 093 990 946, an Authorised Representative of AMP Financial Planning Pty Limited ABN 89 051 208 327 (AMPFP), AFS Licence No 232706.
View Top Employees from AGS Financial GroupWebsite | http://www.agsfinancialgroup.com.au/ |
Revenue | $23.8 million |
Employees | 62 (62 on RocketReach) |
Founded | 2002 |
Address | Head Office, Level 8, Suite 3 8 West Street, North Sydney, New South Wales 2060, AU |
Phone | +61 3 8548 6454 |
Fax | +61 2 9966 8199 |
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Industry | Financial Services, Accounting & Accounting Services, Corporate Superannuation & Benefits consulting, Business Services, Mortgage Broking, Comprehensive Financial Planning & Private Client services, Accounting Services |
Web Rank | 3 Million |
Keywords | Small To Medium Business Advisory |
Competitors | Finlay Financial Strategies, Prime Financial Group, Qi Wealth, TAG Financial Services P/L |
SIC | SIC Code 87 Companies, SIC Code 872 Companies |
NAICS | NAICS Code 541 Companies, NAICS Code 54121 Companies, NAICS Code 54 Companies, NAICS Code 5412 Companies |
Looking for a particular AGS Financial Group employee's phone or email?
The AGS Financial Group annual revenue was $23.8 million in 2024.
Alex Berlee is the Director of AGS Financial Group.
62 people are employed at AGS Financial Group.
AGS Financial Group is based in North Sydney, New South Wales.
The NAICS codes for AGS Financial Group are [541, 54121, 54, 5412].
The SIC codes for AGS Financial Group are [87, 872].