Adept Financial Planning

Finance · Australia · 1-10 Employees

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Overview

Headquarters

144 Edward St L 6, Brisbane, Queensland,...

Phone Number

+61 731771199

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
1
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1

About Adept Financial Planning

Adept Financial Planning is a Brisbane-based firm that specializes in providing holistic professional financial advice to both individuals and businesses. The company is dedicated to simplifying financial planning by partnering with clients to fine-tune their goals and implement effective strategies. Their focus is on ensuring that clients can rest easy knowing their finances are well managed and contingencies are in place. Adept Financial Planning aims to deliver exceptional client service throughout the financial planning process.Explore more
Adept Financial Planning's Social MediaPopular SearchesAdept Financial Planning - Pty LtdAdept Financial PlanningAdept Financial Planning Pty LtdAdept Financial IncSIC Code 62,628NAICS Code 52,523Show more

Adept Financial Planning Org Chart

PhoneEmail
Glenn Baker, Founder & Principal at Adept Financial Planning
Australia flag for contact location.

Founder & Principal

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Adept Financial Planning

<$5M
1-10
Private
-
1999
Glenn Baker, Founder & Principal at Adept Financial Planning
Glenn BakerFounder & Principal
$6.8M
11-50
Private
-
-
TD
Thomas DarbyFinancial Advisor
<$5M
11-50
Private
-
-
DD
Denis DurandFinancial Advisor
<$5M
11-50
Private
-
2015
JS
Joseph ScarmozzinoDirector and Certified Financial Planner
<$5M
1-10
Private
-
-
KM
Karen McMackinClient Service Manager
<$5M
1-10
Private
-
2008
N/A
<$5M
1-10
Private
-
2012
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Adept Financial Planning is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Adept Financial Planning is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Adept Financial Planning.

Adept Financial Planning Tech Stack

A closer look at the technologies used by Adept Financial Planning

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Frequently Asked Questions Regarding Adept Financial Planning

What is Adept Financial Planning's official website?
Adept Financial Planning's official website is www.adeptfinancial.com.au
What is Adept Financial Planning's Revenue?
Adept Financial Planning's revenue is <$5 Million
What is Adept Financial Planning's SIC code?
Adept Financial Planning's SIC: 62,628
What is Adept Financial Planning's NAICS code?
Adept Financial Planning's NAICS: 52,523
How many employees does Adept Financial Planning have?
Adept Financial Planning has 1-10 employees
What industry does Adept Financial Planning belong to?
Adept Financial Planning is in the industry of: Finance, Securities Trading
What is Adept Financial Planning competition?
Adept Financial Planning top competitors include: Intergenerational Wealth, Bastion Wealth, Chris Humphrey Private Wealth Management, Sterling Advice
What technology does Adept Financial Planning use?
Some of the popular technologies that Adept Financial Planning uses are: Sentry, Neto, SecurePay, Google Cloud Web Serving
How do I contact Adept Financial Planning?
Adept Financial Planning contact info: Phone number: +61 731771199 Website: www.adeptfinancial.com.au
What does Adept Financial Planning do?

Adept Financial Planning is a Brisbane-based firm that specializes in providing holistic professional financial advice to both individuals and businesses. The company is dedicated to simplifying financial planning by partnering with clients to fine-tune their goals and implement effective strategies. Their focus is on ensuring that clients can rest... easy knowing their finances are well managed and contingencies are in place. Adept Financial Planning aims to deliver exceptional client service throughout the financial planning process.Read More

What are Adept Financial Planning social media links?
Adept Financial Planning Linkedin page Adept Financial Planning Facebook page
Is Adept Financial Planning a public company?
Adept Financial Planning is private company therefore does not currently have an official ticker symbol
See more information about Adept Financial Planning

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