Key Financial Planners

Finance · Australia · 1-10 Employees

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Overview

Headquarters

17 Murray St, Nuriootpa, South Australia...

Phone Number

+61 885612400

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 Key Financial Planners

Key Financial Planners is a self-licensed boutique practice focused on empowering clients to achieve financial freedom through knowledge, guidance, and support. With over 10 years of experience, their team provides a range of financial services including superannuation, retirement planning, investment, and personal insurance. The firm serves clients across Australia, emphasizing clear communication and tailored advice to meet individual goals. Key Financial Planners is committed to educating and assisting clients through every stage of their financial journey.Explore more
Key Financial Planners's Social MediaPopular SearchesKey Financial PlannersKey Financial Planners Pty LtdFinancial PlannersSIC Code 62,628NAICS Code 52,523Show more

Key Financial Planners Org Chart

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Financial Associate & Planner

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Key Financial Planners

<$5M
1-10
Private
-
2008
AD
Amanda DawsonFinancial Associate & Planner
$5.7M
11-50
Private
-
-
KG
Kevin GilliganManager, Investment
$5.2M
11-50
Private
-
-
HQ
Howard QueridoDirector and Financial Planner
<$5M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
2007
JW
James WortleyEnlightened Financial Solutions Founder & CEO
<$5M
1-10
Private
-
-
KM
Karen McMackinClient Service Manager
<$5M
1-10
Private
-
2013
MM
Marcus MagnanoFinancial Associate & Advisor
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Key Financial Planners Tech Stack

A closer look at the technologies used by Key Financial Planners

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Frequently Asked Questions Regarding Key Financial Planners

What is Key Financial Planners's official website?
Key Financial Planners's official website is www.keyfinancialplanners.net.au
What is Key Financial Planners's Revenue?
Key Financial Planners's revenue is <$5 Million
What is Key Financial Planners's SIC code?
Key Financial Planners's SIC: 62,628
What is Key Financial Planners's NAICS code?
Key Financial Planners's NAICS: 52,523
How many employees does Key Financial Planners have?
Key Financial Planners has 1-10 employees
What industry does Key Financial Planners belong to?
Key Financial Planners is in the industry of: Finance, Securities Trading
What is Key Financial Planners competition?
Key Financial Planners top competitors include: Self Managed Super Funds, Super Focus, Sterling Advice, Dolfinwise
What technology does Key Financial Planners use?
Some of the popular technologies that Key Financial Planners uses are: Sectigo, Google Workspace
How do I contact Key Financial Planners?
Key Financial Planners contact info: Phone number: +61 885612400 Website: www.keyfinancialplanners.net.au
What does Key Financial Planners do?

Key Financial Planners is a self-licensed boutique practice focused on empowering clients to achieve financial freedom through knowledge, guidance, and support. With over 10 years of experience, their team provides a range of financial services including superannuation, retirement planning, investment, and personal insurance. The firm serves client... s across Australia, emphasizing clear communication and tailored advice to meet individual goals. Key Financial Planners is committed to educating and assisting clients through every stage of their financial journey.Read More

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

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