Your Family CFO

Finance · Australia · 1-10 Employees

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Overview

Headquarters

suite 2/24a Ranelagh Dr, Melbourne, Vict...

Phone Number

+61 401306787

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
1
1
1

About Your Family CFO

Your Family CFO is a privately owned financial advice business. Your Family CFO specialises in working with busy professionals and families who do not have the time, or the energy, to focus on their financial affairs. Halina Roach established Your Family CFO in 2016. After more than ten years working as a Senior Wealth Adviser at nabprivatewealth, Halina felt that Australian families deserve a more client-centric service offering. At Your Family CFO a client's best interest is truly at the heart of every decision, without any potential product or ownership bias. To find out more about Your Family CFO please visit our website (www.yourfamilycfo.melbourne).Explore more
Your Family CFO's Social MediaPopular SearchesYour Family CFOFYG Planners Pty LtdSIC Code 62,628NAICS Code 52,523Show more

Your Family CFO Org Chart

PhoneEmail
HR
Australia flag for contact location.

Founder & Strategic Partner & Advisor

PhoneEmail
BK
Australia flag for contact location.

Owner- Personal Wealth Designer

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Your Family CFO

<$5M
1-10
Private
-
2016
HR
Halina RoachFounder & Strategic Partner & Advisor
<$5M
11-50
Private
-
2016
N/A
<$5M
1-10
Private
-
2015
PS
Phillip SgangarellaManaging Director and Senior Financial Adviser
<$5M
1-10
Private
-
-
JM
Joanna McCreeryFinancial Advisor
<$5M
1-10
Private
-
-
CS
Charmaine StalkerRisk Specialist
<$5M
1-10
Private
-
-
CD
Craig DymockDirector and Principal Adviser
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Your Family CFO is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Your Family CFO is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Your Family CFO.

Your Family CFO Tech Stack

A closer look at the technologies used by Your Family CFO

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Frequently Asked Questions Regarding Your Family CFO

What is Your Family CFO's official website?
Your Family CFO's official website is yourfamilycfo.melbourne
What is Your Family CFO's Revenue?
Your Family CFO's revenue is <$5 Million
What is Your Family CFO's SIC code?
Your Family CFO's SIC: 62,628
What is Your Family CFO's NAICS code?
Your Family CFO's NAICS: 52,523
How many employees does Your Family CFO have?
Your Family CFO has 1-10 employees
What industry does Your Family CFO belong to?
Your Family CFO is in the industry of: Finance, Securities Trading
What is Your Family CFO competition?
Your Family CFO top competitors include: Custodia Wealth Solutions, Majella Wealth Advisers, Collins Mann, FinFit Wealth Solutions
What technology does Your Family CFO use?
Some of the popular technologies that Your Family CFO uses are: WordPress.org, PHP, Google Font API, Microsoft 365
How do I contact Your Family CFO?
Your Family CFO contact info: Phone number: +61 401306787 Website: yourfamilycfo.melbourne
What does Your Family CFO do?

Your Family CFO is a privately owned financial advice business. Your Family CFO specialises in working with busy professionals and families who do not have the time, or the energy, to focus on their financial affairs. Halina Roach established Your Family CFO in 2016. After more than ten years working as a Senior Wealth Adviser at nabprivatewealth,... Halina felt that Australian families deserve a more client-centric service offering. At Your Family CFO a client's best interest is truly at the heart of every decision, without any potential product or ownership bias. To find out more about Your Family CFO please visit our website (www.yourfamilycfo.melbourne).Read More

What are Your Family CFO social media links?
Your Family CFO Linkedin page Your Family CFO Facebook page
Is Your Family CFO a public company?
Your Family CFO is private company therefore does not currently have an official ticker symbol
See more information about Your Family CFO

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