Blue Tree Financial Planning

Finance · Australia · 11-50 Employees

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Overview

Headquarters

504 Lutwyche Rd, Lutwyche, Queensland, 4...

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
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Jun
ZI Rank
1
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About Blue Tree Financial Planning

Blue Tree Financial Planning provides holistic and tailored financial advice to clients in Brisbane at each stage of life. The firm offers a comprehensive range of services including retirement planning, budget management, investment advice, estate planning, and insurance. With over 15 years of experience, they focus on creating personalized strategies to help clients achieve their financial goals. Their commitment to forming lasting relationships ensures that every client receives the attention and expertise they deserve.Explore more
Blue Tree Financial Planning's Social MediaPopular SearchesBlue Tree Financial PlanningSIC Code 62,628NAICS Code 52,523Show more

Blue Tree Financial Planning Org Chart

PhoneEmail
NK
Australia flag for contact location.

Team Leader

PhoneEmail
NT
Australia flag for contact location.

Team Manager

PhoneEmail
JZ
Australia flag for contact location.

Manager, Business

PhoneEmail
AS
Australia flag for contact location.

Team Leader, Implementation

PhoneEmail

PhoneEmail
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JS
Australia flag for contact location.

Adviser Associate

PhoneEmail
AK
Australia flag for contact location.

Insurance Specialist

PhoneEmail
KG
Australia flag for contact location.

Senior Insurance Specialist and Senior Claims...

PhoneEmail
DN
Australia flag for contact location.

Financial Advisor

PhoneEmail
JB
Australia flag for contact location.

Financial Planning Assistant

PhoneEmail
SC
Australia flag for contact location.

Financial Planner (Insurance)

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Compare Similar Companies to Blue Tree Financial Planning

Compare insights from companies similar to Blue Tree Financial Planning, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Blue Tree Financial Plann...

<$5M
11-50
Private
-
-
NK
Neha KhannaTeam Leader
$6.4M
1-10
Private
-
2019
CS
Cassandra Sorby-AdamsFinancial Advisor
$5.5M
1-10
Private
-
-
JP
Joanne PalmerCertified Financial Planner
$5M
11-50
Private
-
-
LF
Luke FurnerFinancial Planner
<$5M
1-10
Private
-
-
BM
Bryce McGarrityDirector and Financial Adviser
<$5M
1-10
Private
-
2009
SM
Sue MacklinAdviser Associate
<$5M
1-10
Private
-
-
BE
Brett EnglishFinancial Advisor
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Blue Tree Financial Planning Tech Stack

A closer look at the technologies used by Blue Tree Financial Planning

Top Finance Companies

Frequently Asked Questions Regarding Blue Tree Financial Planning

What is Blue Tree Financial Planning's official website?
Blue Tree Financial Planning's official website is www.bluetreefinancialplanning.com.au
What is Blue Tree Financial Planning's Revenue?
Blue Tree Financial Planning's revenue is <$5 Million
What is Blue Tree Financial Planning's SIC code?
Blue Tree Financial Planning's SIC: 62,628
What is Blue Tree Financial Planning's NAICS code?
Blue Tree Financial Planning's NAICS: 52,523
How many employees does Blue Tree Financial Planning have?
Blue Tree Financial Planning has 11-50 employees
What industry does Blue Tree Financial Planning belong to?
Blue Tree Financial Planning is in the industry of: Finance, Securities Trading
What is Blue Tree Financial Planning competition?
Blue Tree Financial Planning top competitors include: MWP Financial, Melbourne Strategic Financial, McGarrity Wealth Management, Wagtail Wealth
What technology does Blue Tree Financial Planning use?
Some of the popular technologies that Blue Tree Financial Planning uses are: Google Cloud Web Serving, Google Cloud Platform
What does Blue Tree Financial Planning do?

Blue Tree Financial Planning provides holistic and tailored financial advice to clients in Brisbane at each stage of life. The firm offers a comprehensive range of services including retirement planning, budget management, investment advice, estate planning, and insurance. With over 15 years of experience, they focus on creating personalized strate... gies to help clients achieve their financial goals. Their commitment to forming lasting relationships ensures that every client receives the attention and expertise they deserve.Read More

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

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