Sterling Planners Overview
- Year Founded
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1997
- Status
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Acquired/Merged
- Employees
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10
- Latest Deal Type
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M&A
- Financing Rounds
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1
- Investments
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1
Sterling Planners General Information
Description
Provider of financial advisory services based in North Sydney, Australia. The company specializes in pension transfer, financial planning, pension schemes and fund management services for constant changes in tax and superannuation legislation, thereby helping clients with cost-effective solutions to optimize tax on large transfers
Contact Information
Website
www.sterlingplanners.com.au(Operating Subsidiary)
Corporate Office
- Level 9, 75 Miller Street
- North Sydney, New South Wales 2060
- Australia
Corporate Office
- Level 9, 75 Miller Street
- North Sydney, New South Wales 2060
- Australia
Sterling Planners Valuation & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|
Sterling Planners Signals
Growth Rate
Growth
Size Multiple
Key Data Points
Similarweb Unique Visitors
Majestic Referring Domains
Sterling Planners Acquisitions (1)
Sterling Planners’s most recent deal was a Merger/Acquisition with Cullen Private Wealth.
| Company Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
|---|---|---|---|---|---|
| Cullen Private Wealth | Merger/Acquisition | Asset Management |
Sterling Planners FAQs
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When was Sterling Planners founded?
Sterling Planners was founded in 1997.
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Where is Sterling Planners headquartered?
Sterling Planners is headquartered in North Sydney, Australia.
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What is the size of Sterling Planners?
Sterling Planners has 10 total employees.
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What industry is Sterling Planners in?
Sterling Planners’s primary industry is Other Financial Services.
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Is Sterling Planners a private or public company?
Sterling Planners is a Private company.
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What is the current valuation of Sterling Planners?
The current valuation of Sterling Planners is .
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What is Sterling Planners’s current revenue?
The current revenue for Sterling Planners is .
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When was Sterling Planners acquired?
Sterling Planners was acquired on 03-May-2016.
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Who acquired Sterling Planners?
Sterling Planners was acquired by AZ NGA.
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