


Partners in Planning Australia Revenue
Financial Services • Melbourne, Victoria, Australia • 1-10 Employees
Partners in Planning Australia revenue & valuation
| Annual revenue | $6,104,536 |
| Revenue per employee | $1,018,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $19,600,000 |
| Total funding | No funding |
Key Contact at Partners in Planning Australia
Paul Pellegrino
Director
Company overview
| Headquarters | 241 Koornang Rd, Carnegie, Victoria 3163, AU |
| Phone number | +611300880100 |
| Websites | |
| NAICS | 52 |
| Keywords | Investments, Superannuation, Financial Advice Melbourne, Financial Planning Melbourne, General Financial Advice, Personal And Business Insurance |
| Founded | 2010 |
| Employees | 1-10 |
| Socials |
Partners in Planning Australia Email Formats
Partners in Planning Australia uses 2 email formats. The most common is {first name} (e.g., john@partnersinplanning.com.au), used 66.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@partnersinplanning.com.au | 66.7% |
{first initial} | j@partnersinplanning.com.au | 33.3% |
About Partners in Planning 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. We can proudly put up our hand and say we have NEVER recommended any ‘alternative’ investments like emus or forestry products. We are small enough to care BUT big enough to be around for the long haul. Whether it's superannuation, insurance, general financial advice, Partners in Planning are here to partner with you to ensure you aim for a secure financial future and the protection of your lifestyle. We are a team of committed professionals who believe in sound and professional advice WHY GO Privately OWNED? We are privately owned and importantly we are not owned or controlled by a bank, superannuation fund, or insurance company. This allows us a perfect foundation for our advisers to use their professional judgement when making recommendations to clients.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Partners in Planning Australia has 3 employees across 1 departments.
Departments
Number of employees
Funding Data
Partners in Planning Australia has never raised funding before.
Partners in Planning Australia Tech Stack
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Frequently asked questions
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