PARTNERS IN PLANNING :INDEPENDENT FINANCIAL PLANNERS ( AUSTRALIA )
Who is PARTNERS IN PLANNING :INDEPENDENT FINANCIAL PLANNERS ( AUSTRALIA )?
Why we firmly believe in our motto ‘Not all financial planners are built the same’. Partners in Planning was founded out of a need to provide client focus advice (opposed from the traditional bank ‘product’ sell) . We firmly believe in fundamental investing and the protection of your lifestyle. W...See more
Industry & Specialities
Banking Financial Services & Insurance (BFSI)
Others in Banking Financial Services & Insurance (BSFI)
Countries of Operation
Australia Singapore
Headquarters:
Australia
Company Type:
SME
Company size:
11-50 Employees
Year Founded:
2010 (16 years)
Address:
241 KOORNANG RD; CARNEGIE, VICTORIA 3163, AU
Employees by Department
- IT / Product (1)
- The Rest (9)
- Total (10)
Key Decision Makers
James Hicks
Financial Adviser/ Partner
Lucas Breen
Paraplanner
Paul Pellegrino
Director
Max Chivers
Software Engineer Intern
Insight
Signals
At a glance- Operates in multiple countries
* This information is provided to the best of our research ability and we make no warranties for any inaccuracies or omissions.
Employees by Seniority
C-level
0employees
Senior
0employees
Non-managers
10employees
Financials
LOW
spending power
Funding Status
Private
Associated Legal Entities
0 entities
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Frequently Asked Questions (FAQ)
- How long has PARTNERS IN PLANNING :INDEPENDENT FINANCIAL PLANNERS ( AUSTRALIA ) been operating for?
- What is the funding status of PARTNERS IN PLANNING :INDEPENDENT FINANCIAL PLANNERS ( AUSTRALIA )?
- Where is PARTNERS IN PLANNING :INDEPENDENT FINANCIAL PLANNERS ( AUSTRALIA )'s headquarter?
- What PARTNERS IN PLANNING :INDEPENDENT FINANCIAL PLANNERS ( AUSTRALIA )'s spending power?
- Does PARTNERS IN PLANNING :INDEPENDENT FINANCIAL PLANNERS ( AUSTRALIA ) have a presence in the domain it operates in?