Eclipse Financial Management is a Financial Planning firm based in Mornington, on the beautiful Mornington Peninsula and was founded in 2009. The Director Shane Casey, the Office Manager Kathryn Casey and our team of qualified financial planners and administration staff will assist you with your personal financial issues, superannuation, investments and insurance needs. With over 15 years of experience, our financial planners specialise in providing professional financial advice, specifically tailored to our clients’ unique circumstances and requirements. We specialize in the following: • Superannuation • Self Managed Super Funds (SMSF) • Income Protection • Personal Insurances – Life, Trauma, Total and Permanent Disablement and Income Protection Insurance • Tax-Effective Investment Strategies • Wealth Management and Wealth Creation Strategies • Budgeting and cash flow Management At Eclipse Financial Management, we believe in comprehensive financial planning that is based on a clear and accurate understanding of your current situation, goals and personal aspirations. Throughout the financial planning process we acknowledge that our clients have their own unique and specific requirements and expectations. We pride our business on taking the time to know and understand your immediate and future financial and lifestyle goals. Our professional commitment to developing lasting relationships enables us to assist clients with identifying and prioritising the goals important to them. Through the utilisation of the specific information gathered, we formulate comprehensive, individually tailored financial solutions for our clients.
View Top Employees from Eclipse Financial ManagementWebsite | http://www.eclipsefm.com.au/ |
Revenue | $2 million |
Employees | 13 (12 on RocketReach) |
Founded | 2008 |
Address | Ground Floor, Suite 2, 315 Main Street, Mornington, Victoria 3931, AU |
Phone | +61 3 5973 6844 |
Fax | +61 3 5973 5627 |
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Industry | Financial Services, Investment Banking, Finance |
SIC | SIC Code 874 Companies, SIC Code 87 Companies |
NAICS | NAICS Code 561 Companies, NAICS Code 56111 Companies, NAICS Code 561110 Companies, NAICS Code 56 Companies, NAICS Code 5611 Companies |
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The Eclipse Financial Management annual revenue was $2 million in 2024.
12 people are employed at Eclipse Financial Management.
Eclipse Financial Management is based in Mornington, Victoria.
The NAICS codes for Eclipse Financial Management are [561, 56111, 561110, 56, 5611].
The SIC codes for Eclipse Financial Management are [874, 87].