Fortress Planning

Finance · Australia · 11-50 Employees

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Overview

Headquarters

97 Creek St, Brisbane, Queensland, 4001,...

Phone Number

+61 735068777

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Fortress Planning

Fortress Planning is a financial planning practice based in Brisbane that focuses on helping clients build a secure financial future. They offer personalized support and guidance to a diverse clientele, including retirees, pre-retirees, young professionals, everyday families, and business owners. The company emphasizes creating unique pathways to financial certainty, empowering clients with knowledge, and providing flexible strategies to achieve their financial goals. Fortress Planning aims to protect families and help them invest wisely for a prosperous future.Explore more
Fortress Planning's Social MediaPopular SearchesFortress PlanningSIC Code 62,628NAICS Code 52,523Show more

Fortress Planning Org Chart

PhoneEmail
JS
Australia flag for contact location.

Senior Financial Planner

PhoneEmail
KY
Australia flag for contact location.

Financial Planning Assistant

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Fortress Planning

<$5M
11-50
Private
-
-
JS
James SherwoodSenior Financial Planner
<$5M
11-50
Private
-
-
DB
Dale BrilleyFinancial Advisor
<$5M
1-10
Private
-
2021
JC
Jace CordellFounder & Financial Chief & Advisor
<$5M
1-10
Private
-
2015
PS
Phillip SgangarellaManaging Director and Senior Financial Adviser
<$5M
1-10
Private
-
2002
PS
Pedram SalamiDirector and Financial Adviser
<$5M
1-10
Private
-
-
SB
Susie BestwickFinancial Advisor
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

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Frequently Asked Questions Regarding Fortress Planning

What is Fortress Planning's official website?
Fortress Planning's official website is www.fortressplanning.com.au
What is Fortress Planning's Revenue?
Fortress Planning's revenue is <$5 Million
What is Fortress Planning's SIC code?
Fortress Planning's SIC: 62,628
What is Fortress Planning's NAICS code?
Fortress Planning's NAICS: 52,523
How many employees does Fortress Planning have?
Fortress Planning has 11-50 employees
What industry does Fortress Planning belong to?
Fortress Planning is in the industry of: Finance, Securities Trading
What is Fortress Planning competition?
Fortress Planning top competitors include: Steel Lake Advisory Services, iChart, Profectus Financial Partners, Wealth Planning Professionals
How do I contact Fortress Planning?
Fortress Planning contact info: Phone number: +61 735068777 Website: www.fortressplanning.com.au
What does Fortress Planning do?

Fortress Planning is a financial planning practice based in Brisbane that focuses on helping clients build a secure financial future. They offer personalized support and guidance to a diverse clientele, including retirees, pre-retirees, young professionals, everyday families, and business owners. The company emphasizes creating unique pathways to f... inancial certainty, empowering clients with knowledge, and providing flexible strategies to achieve their financial goals. Fortress Planning aims to protect families and help them invest wisely for a prosperous future.Read More

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

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