Sphere Financial Services
Sphere Financial Services is an experienced advisory firm located in Balwyn North in Melbourne. Whilst financial management can seem complicated, our role is to ensure you understand how your decisions, ultimately affect achieving your vision of financial freedom. By having access to specialist expertise at your fingertips, we ensure, you are not leaving your financial well-being to just anyone. Business owners - We understand most business owners have put in place a great plan for their business and the dreams they have for the future. Our advice will help make sure you get there. Retirees - Whether you are already retired or retirement is not too far away, the plans you make now are crucial in determining the options you will have later. Let us help you feel confident and have peace of mind. Growing your family - Financially, this stage of your life can be the most demanding. We see our role in making sure not only are you and your family protected, but your money is working as hard for you as it can. Our people and clients are our greatest asset, and all our staff are committed to working with you to realise your financial goals. The strong relationship we forge with each client is the key to creating successful financial strategies, and is built on trust, integrity and transparency. Sphere Financial Services is an Authorised Representative of Consultum Financial Advisers Pty Ltd.
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Verified contacts
7
available on Kipplo
LinkedIn employees
4
11 to 50 range
Open roles
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no listings
Distinct roles
7
indexed titles
Tech stack
2
tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
7 contacts with verified email or phone · masked until revealed.
- AW
Angela Wynd
Client Services Representative · Customer/Client Service
EmailPhone - DG
Damien Griffiths
Managing Director · General Business & Management
EmailPhone - CR
Claudia Rigoni-Brazzale
Principal Adviser · General Business & Management
EmailPhone - AC
Aimee Crawford
Client Services Manager · Customer/Client Service
EmailPhone - JH
Jessica Hooper
Practice Manager · General Business & Management
EmailPhone - DE
Deanne Eriksen
Financial Adviser · Finance & Accounting
EmailPhone
Showing 6 of 7 verified contacts
Top roles at Sphere Financial Services
7 distinct titles indexed · top 7 shown.
- 1account executive
- 1client services manager
- 1client services representative
- 1financial adviser
- 1managing director
- 1practice manager
- 1principal adviser
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