Essential Planner

Finance · Australia · 11-50 Employees

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Overview

Headquarters

35-39 Scarborough St Ste G02, Southport,...

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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1

About Essential Planner

Essential Planner is a financial advisory firm specializing in helping Australians navigate the complexities of superannuation and retirement planning. They offer a range of services including financial planning, estate planning, home ownership guidance, tax planning, and insurance, all aimed at maximizing clients' financial futures. Their team provides independent advice, crafted personalized plans, and employs strategic insights to ensure comprehensive solutions tailored to individual needs. With a strong commitment to client satisfaction, Essential Planner strives to equip clients with the knowledge and tools necessary for a secure and comfortable retirement.Explore more
Essential Planner's Social MediaPopular SearchesEssential Planner Pty LtdFix My Super & Essential PlannerSIC Code 62,628NAICS Code 52,523Show more

Essential Planner Org Chart

PhoneEmail
MR
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Financial Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Essential Planner

<$5M
11-50
Private
-
-
MR
Michael RodriguezFinancial Advisor
<$5M
11-50
Private
-
2017
JL
Jia LiExecutive Sales Director
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2005
JL
Jin LiPractice Manager
<$5M
1-10
Private
-
-
KM
Karen McMackinClient Service Manager
<$5M
1-10
Private
-
-
JM
Joanna McCreeryFinancial Advisor
<$5M
1-10
Private
-
1985
TH
Taylah HazelagerPractice Manager
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Essential Planner is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Essential Planner Tech Stack

A closer look at the technologies used by Essential Planner

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Frequently Asked Questions Regarding Essential Planner

What is Essential Planner's official website?
Essential Planner's official website is www.essentialplanner.com.au
What is Essential Planner's Revenue?
Essential Planner's revenue is <$5 Million
What is Essential Planner's SIC code?
Essential Planner's SIC: 62,628
What is Essential Planner's NAICS code?
Essential Planner's NAICS: 52,523
How many employees does Essential Planner have?
Essential Planner has 11-50 employees
What industry does Essential Planner belong to?
Essential Planner is in the industry of: Finance, Securities Trading
What is Essential Planner competition?
Essential Planner top competitors include: Weaver Wealth Management, Golden Wealth Capital, Majella Wealth Advisers, Future Wealth Planners
What technology does Essential Planner use?
Some of the popular technologies that Essential Planner uses are: WordPress.org, PHP, Cloudflare Website Optimization, Adobe Typekit
What does Essential Planner do?

Essential Planner is a financial advisory firm specializing in helping Australians navigate the complexities of superannuation and retirement planning. They offer a range of services including financial planning, estate planning, home ownership guidance, tax planning, and insurance, all aimed at maximizing clients' financial futures. Their team pro... vides independent advice, crafted personalized plans, and employs strategic insights to ensure comprehensive solutions tailored to individual needs. With a strong commitment to client satisfaction, Essential Planner strives to equip clients with the knowledge and tools necessary for a secure and comfortable retirement.Read More

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

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