Jensen Financial Planning

Finance · Australia · 1-10 Employees

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Overview

Headquarters

440 Collins St L 12, Melbourne, Victoria...

Phone Number

+61 1300722711

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Jensen Financial Planning

Jensen Financial Planning Pty Ltd is a boutique financial services firm based in Melbourne, established in 1992. With nearly three decades of experience, the company specializes in providing tailored financial advice to help clients manage their personal wealth and achieve their ideal lifestyle. They focus on long-term goals and building lasting relationships with clients, offering services in areas such as superannuation and private wealth management. Their team of experienced professionals is dedicated to delivering sound investment management and personalized support.Explore more
Jensen Financial Planning's Social MediaPopular SearchesJensen Financial PlanningJensen Financial Planning Pty LtdSIC Code 62,628NAICS Code 52,523Show more

Jensen Financial Planning Org Chart

PhoneEmail
KM
Australia flag for contact location.

Financial Advisor

PhoneEmail
GJ
Australia flag for contact location.

Client, Record & File Management Assistant

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Jensen Financial Planning

<$5M
1-10
Private
-
1990
KM
Karen McEveyFinancial Advisor
$6.8M
11-50
Private
-
-
TH
Tracey HuntPractice Manager
$6M
1-10
Private
-
2011
N/A
$5.1M
1-10
Private
-
2016
N/A
<$5M
1-10
Private
-
-
KM
Karen McMackinClient Service Manager
<$5M
1-10
Private
-
2008
N/A
<$5M
1-10
Private
-
2013
MM
Marcus MagnanoFinancial Associate & Advisor
Illustration of an envelope

Company Profile Activity

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Activity Insights

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

What does this means?

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

Jensen Financial Planning Tech Stack

A closer look at the technologies used by Jensen Financial Planning

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Frequently Asked Questions Regarding Jensen Financial Planning

What is Jensen Financial Planning's official website?
Jensen Financial Planning's official website is www.jensenfp.com.au
What is Jensen Financial Planning's Revenue?
Jensen Financial Planning's revenue is <$5 Million
What is Jensen Financial Planning's SIC code?
Jensen Financial Planning's SIC: 62,628
What is Jensen Financial Planning's NAICS code?
Jensen Financial Planning's NAICS: 52,523
How many employees does Jensen Financial Planning have?
Jensen Financial Planning has 1-10 employees
What industry does Jensen Financial Planning belong to?
Jensen Financial Planning is in the industry of: Finance, Securities Trading
What is Jensen Financial Planning competition?
Jensen Financial Planning top competitors include: Concurrence Financial Planning, Sterling Advice, Economic Science, Chris Humphrey Private Wealth Management
What technology does Jensen Financial Planning use?
Some of the popular technologies that Jensen Financial Planning uses are: Microsoft 365, Microsoft Exchange Online
How do I contact Jensen Financial Planning?
Jensen Financial Planning contact info: Phone number: +61 1300722711 Website: www.jensenfp.com.au
What does Jensen Financial Planning do?

Jensen Financial Planning Pty Ltd is a boutique financial services firm based in Melbourne, established in 1992. With nearly three decades of experience, the company specializes in providing tailored financial advice to help clients manage their personal wealth and achieve their ideal lifestyle. They focus on long-term goals and building lasting re... lationships with clients, offering services in areas such as superannuation and private wealth management. Their team of experienced professionals is dedicated to delivering sound investment management and personalized support.Read More

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

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