Legacy Planning Pty
Financial Services • 
Elders Financial Planning Northern Zone, Level 1, Australia • 1-10 Employees
Company overview
| Headquarters | Elders Financial Planning Northern Zone, Level 1, 52 Merivale St,, South Brisbane, QLD 4101, AU |
| Phone number | +6161094529987 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Smsf And Financial Advice |
| Founded | 2014 |
| Employees | 1-10 |
Key Contact at Legacy Planning Pty
José Pais
Director
Legacy Planning Pty Email Formats
Legacy Planning Pty uses 1 email format. The most common is {first name} (e.g., john@legacyplanning.com.au), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@legacyplanning.com.au | 100% |
About Legacy Planning Pty
Legacy Planning is a specialist 'Financial Advice' organisation. Experience ranges from designing and implementing proven SMSF strategies and working with trustees on a regular basis to ensure they achieve the required level of practical capability. At Legacy, we work closely with our clients to build personalised financial plans that create, grow and protect wealth. 1300 846 563.
Legacy Planning Pty revenue & valuation
| Annual revenue | $171,110 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $547,552 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Legacy Planning Pty has never raised funding before.
Legacy Planning Pty Tech Stack
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Frequently asked questions
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