OzPlan Financial Services
Likely to Engage tag.Highly Engaged Employees

Finance · Australia · 11-50 Employees

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Overview

Headquarters

107 Bridge St, Benalla, Victoria, 3672, ...

Phone Number

+61 357621588

Revenue

<$5 Million

Industry

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

About OzPlan Financial Services

OzPlan Financial Services was founded in 1999 and now consists of 7 offices who share and manage the OzPlan Financial Services Licence. Each office is a stand-alone Financial Advisory business which focuses on their preferred client types and services as outlined under our individual office pages. This allows each office the flexibility to operate in their individual way, whilst also being part of a collegiate group of businesses who share ideas, responsibilities and experiences for the betterment of all of our clients.Explore more
OzPlan Financial Services's Social MediaPopular SearchesOzplan Financial Services Pty LtdOzplan Financial ServicesOzplanOzPlan Financial Services Pty Ltd - Mitcham OfficeOzPlan MitchamSIC Code 62,628NAICS Code 52,523Show more

OzPlan Financial Services Org Chart

PhoneEmail
TL
Australia flag for contact location.

Senior Paraplanner and Office Manager

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PhoneEmail
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SE
Australia flag for contact location.

Administrative Assistant

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Compare insights from companies similar to OzPlan Financial Services, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

OzPlan Financial Services

<$5M
11-50
Private
-
1999
TL
Tina LennoxSenior Paraplanner and Office Manager
<$5M
11-50
Private
-
2013
PC
Peter CoombesPractice Principal and Financial Adviser
<$5M
11-50
Private
-
-
DH
Darren HowardDirector, Financial & Planner & Smsf Specialist
<$5M
1-10
Private
-
2008
BT
Ben TorresFinancial Associate & Planner
<$5M
1-10
Private
-
2012
N/A
<$5M
1-10
Private
-
-
DW
Dishna WijenayakeFinancial Advisor
<$5M
1-10
Private
-
2013
AK
Albert KurisFounder & Principal & Advisor
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

OzPlan Financial Services Tech Stack

A closer look at the technologies used by OzPlan Financial Services

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Frequently Asked Questions Regarding OzPlan Financial Services

What is OzPlan Financial Services's official website?
OzPlan Financial Services's official website is www.ozplan.com.au
What is OzPlan Financial Services's Revenue?
OzPlan Financial Services's revenue is <$5 Million
What is OzPlan Financial Services's SIC code?
OzPlan Financial Services's SIC: 62,628
What is OzPlan Financial Services's NAICS code?
OzPlan Financial Services's NAICS: 52,523
How many employees does OzPlan Financial Services have?
OzPlan Financial Services has 11-50 employees
What industry does OzPlan Financial Services belong to?
OzPlan Financial Services is in the industry of: Finance, Securities Trading
What is OzPlan Financial Services competition?
OzPlan Financial Services top competitors include: Brillo Wealth Management, Chris Humphrey Private Wealth Management, Bastion Wealth, Advice
What technology does OzPlan Financial Services use?
Some of the popular technologies that OzPlan Financial Services uses are: WordPress.org, reCAPTCHA, PHP, Google Font API
How do I contact OzPlan Financial Services?
OzPlan Financial Services contact info: Phone number: +61 357621588 Website: www.ozplan.com.au
What does OzPlan Financial Services do?

OzPlan Financial Services was founded in 1999 and now consists of 7 offices who share and manage the OzPlan Financial Services Licence. Each office is a stand-alone Financial Advisory business which focuses on their preferred client types and services as outlined under our individual office pages. This allows each office the flexibility to operate... in their individual way, whilst also being part of a collegiate group of businesses who share ideas, responsibilities and experiences for the betterment of all of our clients.Read More

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

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