Client Value Proposition "We partner with clients to achieve their financial goals by helping them understand what they have, where they are going and how to get there." Slogan "Take Control - With Your Independent Financial Adviser" Rise Financial is one of the few truly independent financial planning businesses because: - We have no conflicts of interest, so you know that all advice is in your best interest only. - We do not receive any commissions, referral fees, gifts, or any other incentives, to recommend products or strategies. - We are not owned by any institution, rather Phil Thompson, as the Responsible Entity for the Australian Financial Services Licence (AFSL) 311718, owns 100% of the business outright, and has done so since establishment in 2004. - We charge an agreed flat fee only to provide our services to you.
View Top Employees from Rise Financial Pty Ltd| Website | http://www.risefinancial.com.au |
| Revenue | $200000 |
| Employees | 2 (2 on RocketReach) |
| Address | 25 Michell Street, Monash, Australian Capital Territory 2904, AU |
| Phone | +61 2 6292 0015 |
| Technologies |
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| Industry | Financial Services, Finance General, Accounting, Finance, Professional Services |
| Competitors | Majella Wealth, Pekada, Private Wealth Planning |
| SIC | SIC Code 62 Companies, SIC Code 628 Companies |
| NAICS | NAICS Code 52399 Companies, NAICS Code 5239 Companies, NAICS Code 52 Companies, NAICS Code 523 Companies |
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Rise Financial Pty Ltd Questions
The Rise Financial Pty Ltd annual revenue was $200000 in 2024.
Phil Thompson is the Owner and Managing Director of Rise Financial Pty Ltd.
2 people are employed at Rise Financial Pty Ltd.
Rise Financial Pty Ltd is based in Monash, Australian Capital Territory.
The NAICS codes for Rise Financial Pty Ltd are [52399, 5239, 52, 523].
The SIC codes for Rise Financial Pty Ltd are [62, 628].
Top Rise Financial Pty Ltd Employees
