Patman Planning

Finance · Australia · 11-50 Employees

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Overview

Headquarters

190 Edward St L 3, Brisbane, Queensland,...

Phone Number

+61 731885290

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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May
ZI Rank
1
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About Patman Planning

Patman Planning is a full-service financial services company dedicated to managing private financial situations with a focus on excellence and integrity. They offer a comprehensive range of services including property advice, strategic financial planning, superannuation, and personal insurances, tailored to meet the unique needs of their clients. The company prides itself on a proactive approach to financial management, ensuring that clients receive integrated expert advice and ongoing support. With a commitment to client success, Patman Planning operates on a fee-for-service basis, providing personalized wealth management solutions.Explore more
Patman Planning's Social MediaPopular SearchesPatman PlanningPatman Planning Group Pty LtdPatman Planning GroupSIC Code 62,628NAICS Code 52,523Show more

Patman Planning Org Chart

PhoneEmail
AP
Australia flag for contact location.

Advice Manager

PhoneEmail
PT
Australia flag for contact location.

Office Manager

PhoneEmail

PhoneEmail
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MF
Australia flag for contact location.

Associate Adviser

PhoneEmail
KR
Australia flag for contact location.

Senior Financial Planner

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Patman Planning

<$5M
11-50
Private
-
-
AP
Andrea PeirceAdvice Manager
$5.7M
11-50
Private
-
-
CN
Camille NoblePractice Manager
<$5M
11-50
Private
-
2013
TA
Trent AllenDirector and Financial Adviser
<$5M
1-10
Private
-
-
KM
Karen McMackinClient Service Manager
<$5M
1-10
Private
-
2008
BT
Ben TorresFinancial Associate & Planner
<$5M
1-10
Private
-
2006
Ace Kuklin, President at Wealth & Retirement Solutions
Ace KuklinPresident
<$5M
1-10
Private
-
-
DW
Dishna WijenayakeFinancial Advisor
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Patman Planning Tech Stack

A closer look at the technologies used by Patman Planning

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Frequently Asked Questions Regarding Patman Planning

What is Patman Planning's official website?
Patman Planning's official website is www.patmanplanning.com.au
What is Patman Planning's Revenue?
Patman Planning's revenue is <$5 Million
What is Patman Planning's SIC code?
Patman Planning's SIC: 62,628
What is Patman Planning's NAICS code?
Patman Planning's NAICS: 52,523
How many employees does Patman Planning have?
Patman Planning has 11-50 employees
What industry does Patman Planning belong to?
Patman Planning is in the industry of: Finance, Securities Trading
What is Patman Planning competition?
Patman Planning top competitors include: Chris Humphrey Private Wealth Management, Sterling Advice, Wealth & Retirement Solutions, Brillo Wealth Management
What technology does Patman Planning use?
Some of the popular technologies that Patman Planning uses are: WordPress.org, PHP, Cloudflare Website Optimization, Adobe Typekit
How do I contact Patman Planning?
Patman Planning contact info: Phone number: +61 731885290 Website: www.patmanplanning.com.au
What does Patman Planning do?

Patman Planning is a full-service financial services company dedicated to managing private financial situations with a focus on excellence and integrity. They offer a comprehensive range of services including property advice, strategic financial planning, superannuation, and personal insurances, tailored to meet the unique needs of their clients. T... he company prides itself on a proactive approach to financial management, ensuring that clients receive integrated expert advice and ongoing support. With a commitment to client success, Patman Planning operates on a fee-for-service basis, providing personalized wealth management solutions.Read More

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

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