GL Financial Planning

Finance · Australia · 1-10 Employees

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Overview

Headquarters

97 Yarra St L 4 L 1, Geelong, Victoria, ...

Phone Number

+61 352222355

Revenue

<$5 Million

Industry

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

About GL Financial Planning

GL Financial Planning is a financial advisory firm based in Geelong, specializing in providing expert financial advice for individuals, families, and businesses at every stage of life. Their services include superannuation, retirement planning, personal and business insurance, wealth creation, estate planning, and social security guidance. With over 35 years of experience, their dedicated team creates personalized strategies to help clients achieve their financial goals and secure their financial future. GL Financial Planning emphasizes building strong, ongoing relationships with clients to adapt to their evolving needs and ensure long-term financial success.Explore more
GL Financial Planning's Social MediaPopular SearchesGl Financial PlanningFinancial Planningglfinancialplanning GLSIC Code 62,628NAICS Code 52,523Show more

GL Financial Planning Org Chart

PhoneEmail
LS
Australia flag for contact location.

Manager, Client Services

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

GL Financial Planning

<$5M
1-10
Private
-
2002
LS
Laura ScholfieldManager, Client Services
$7.2M
11-50
Private
-
-
CC
Cigi CiniHead Product Manager, Client Experience
$5.6M
11-50
Private
-
1983
MD
Mark DunsfordCEO & Wealth Protection Specialist
<$5M
1-10
Private
-
-
JL
Joel LewisDIRECTOR and PRINCIPAL FINANCIAL ADVISER
<$5M
1-10
Private
-
-
LS
Lee StilesClient Service Administrator & Manager
<$5M
1-10
Private
-
-
DB
Dustin BartholomewDirector, Financial & Advisor
<$5M
1-10
Private
-
2015
MK
Maritza KrielDirector and Financial Adviser
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

GL Financial Planning Tech Stack

A closer look at the technologies used by GL Financial Planning

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Frequently Asked Questions Regarding GL Financial Planning

What is GL Financial Planning's official website?
GL Financial Planning's official website is www.glfp.com.au
What is GL Financial Planning's Revenue?
GL Financial Planning's revenue is <$5 Million
What is GL Financial Planning's SIC code?
GL Financial Planning's SIC: 62,628
What is GL Financial Planning's NAICS code?
GL Financial Planning's NAICS: 52,523
How many employees does GL Financial Planning have?
GL Financial Planning has 1-10 employees
What industry does GL Financial Planning belong to?
GL Financial Planning is in the industry of: Finance, Securities Trading
What is GL Financial Planning competition?
GL Financial Planning top competitors include: Capital Wealth Management, MBA Wealth Solutions, Dunsford Financial Planning, CCA Financial Planners
What technology does GL Financial Planning use?
Some of the popular technologies that GL Financial Planning uses are: Squarespace Online Stores, Adobe Typekit, Microsoft Dynamics CRM, Microsoft 365
How do I contact GL Financial Planning?
GL Financial Planning contact info: Phone number: +61 352222355 Website: www.glfp.com.au
What does GL Financial Planning do?

GL Financial Planning is a financial advisory firm based in Geelong, specializing in providing expert financial advice for individuals, families, and businesses at every stage of life. Their services include superannuation, retirement planning, personal and business insurance, wealth creation, estate planning, and social security guidance. With ove... r 35 years of experience, their dedicated team creates personalized strategies to help clients achieve their financial goals and secure their financial future. GL Financial Planning emphasizes building strong, ongoing relationships with clients to adapt to their evolving needs and ensure long-term financial success.Read More

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

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