Our mission is to encourage you to dream a little to set your financial goals, then help you develop a structured plan around smart financial decisions to achieve your aspirations. We build a partnership based on trust, so you can feel confident you have a plan in place to achieve the objectives that matter to you, both now and in the future. We implement a structured monitoring and review system to measure success and refine your strategy as the investment environment changes.
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Strategy First Questions
The Strategy First annual revenue was $6 million in 2026.
David Price is the Director and Financial Planner of Strategy First.
7 people are employed at Strategy First.
Strategy First is based in Sydney, New South Wales.
The NAICS codes for Strategy First are [523, 52, 5239, 52393].
The SIC codes for Strategy First are [628, 62].
Top Strategy First Employees
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David Price
Director and Financial Planner at Strategy First
Sydney, NSW, AU14 -
Rhys Phillips
Director at Strategy First
Sydney, NSW, AU31 -
Erin Coyle
Financial Planner at Strategy First
Sydney, NSW, AU21 -
Michael Lang
Financial Advisor at Strategy First
Saint Ives, NSW, AU1 -
Leah Steele
Senior Client Service Specialist at Strategy First
Sydney, NSW, AU1 -
Nera Kokot
Client Service and Marketing Specialist at Strategy First
Brookvale, NSW, AU1
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