Capital and Finance is a privately owned boutique finance company with its own Australian Financial Services License and Australian Credit License (number 269868). We value our independence. No financial institution has any controlling interest in Capital and Finance and we are not affiliated in any way with any adviser group, life company or fund manager. This gives us the complete freedom to choose from a huge variety of financial products to meet your individual needs. What separates us from other financial advisory firms, apart from ownership, is our philosophy of professionally matching our hand-picked services to your financial goals during the various stages of your growth strategy; to build and sustain your financial goals. When you deal with Capital and Finance you are dealing with the Executive Management. This means you can rest assured that “we eat our own cooking”. AFSL | ACL Number 269868
View Top Employees from Capital and Finance Pty LtdWebsite | http://capitalandfinance.com.au |
Revenue | $7.6 million |
Employees | 5 (5 on RocketReach) |
Founded | 2001 |
Address | 29 Australia Street, Camperdown, New South Wales 2050, AU |
Phone | +61 1300 990 846 |
Fax | +61 2 9968 2564 |
Technologies |
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Industry | Financial Services, Finance General, Finance |
Competitors | HSW Financial Advisers, Intergenerational Wealth, Strategic Wealth Group, Super Focus Pty Ltd, Venture Financial Advisers |
SIC | SIC Code 62 Companies |
NAICS | NAICS Code 52 Companies, NAICS Code 523 Companies |
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The Capital and Finance Pty Ltd annual revenue was $7.6 million in 2024.
Ricardo Montero is the Managing Partner of Capital and Finance Pty Ltd.
5 people are employed at Capital and Finance Pty Ltd.
Capital and Finance Pty Ltd is based in Camperdown, New South Wales.
The NAICS codes for Capital and Finance Pty Ltd are [52, 523].
The SIC codes for Capital and Finance Pty Ltd are [62].