Experien Financial Services
www.experien.com.auWe help medical, dental and other professionals to manage their retirement savings by providing a rigorous planning service, supported by a cost effective investment platform and administration service to implement our advice. Experien Financial Services is a member of the Experien Insurance Services group of companies - a national firm of financial advisers with over 6,000 clients. Our founders are actuaries, conservative by nature, experts in risk and modelling, with more than 25 years of experience in superannuation. As professionals, our clients are busy looking after their patients or clients customers, are working long hours and don’t have the time to look after their own financial situation. They need a trusted financial specialist to work as their concierge 24/7. We are this concierge, whether it’s for insurance or your superannuation and investments planning. Experien Financial Services will help capture your financial needs and goals and develop and agree a tailored plan, using our actuarially based software. We then implement, manage and monitor your investments on your behalf. We plan and help you achieve your financial goals before and after retirement for both your long term Personal and Superannuation savings.
Read moreWe help medical, dental and other professionals to manage their retirement savings by providing a rigorous planning service, supported by a cost effective investment platform and administration service to implement our advice. Experien Financial Services is a member of the Experien Insurance Services group of companies - a national firm of financial advisers with over 6,000 clients. Our founders are actuaries, conservative by nature, experts in risk and modelling, with more than 25 years of experience in superannuation. As professionals, our clients are busy looking after their patients or clients customers, are working long hours and don’t have the time to look after their own financial situation. They need a trusted financial specialist to work as their concierge 24/7. We are this concierge, whether it’s for insurance or your superannuation and investments planning. Experien Financial Services will help capture your financial needs and goals and develop and agree a tailored plan, using our actuarially based software. We then implement, manage and monitor your investments on your behalf. We plan and help you achieve your financial goals before and after retirement for both your long term Personal and Superannuation savings.
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City (Headquarters)
Sydney
Employees
1-10
Founded
2019
Estimated Revenue
$1,000,000 to $5,000,000
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