Planwell Financial Group

Finance · Australia · 11-50 Employees

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Overview

Headquarters

L 5 65 Brougham St, Geelong, Victoria, 3...

Phone Number

+61 352255900

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading Lending & Brokerage

About Planwell Financial Group

EJM Financial Services provides tailored financial solutions aimed at helping individuals and families achieve their financial goals and secure their future. With over 160 years of combined experience, their dedicated team specializes in retirement planning, lending, managed portfolios, and insurance. They focus on creating personalized strategies that cater to the unique needs of their clients, ensuring a clear pathway to financial freedom. EJM's mission is to alleviate financial stress and foster happiness for their clients through comprehensive financial planning.Explore more
Planwell Financial Group's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Planwell Financial Group Org Chart

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Paraplanner

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Advice Coach

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Financial Planner

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Planwell Financial Group

<$5M
11-50
Private
-
1997
<$5M
11-50
Private
-
2013
BM
Bradley MonkAged Care Specialist Senior Financial Planner - Director
<$5M
1-10
Private
-
-
DR
Darren RoweManager, Client Service & Compliance
<$5M
1-10
Private
-
2010
ES
Elaine Stewart- MoyleClient Service Manager
<$5M
1-10
Private
-
-
DB
Dustin BartholomewDirector, Financial & Advisor
Illustration of an envelope

Planwell Financial Group Tech Stack

A closer look at the technologies used by Planwell Financial Group

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Frequently Asked Questions Regarding Planwell Financial Group

What is Planwell Financial Group's official website?
Planwell Financial Group's official website is www.planwellfinancialplanning.com.au
What is Planwell Financial Group's Revenue?
Planwell Financial Group's revenue is <$5 Million
What is Planwell Financial Group's SIC code?
Planwell Financial Group's SIC: 62,628
What is Planwell Financial Group's NAICS code?
Planwell Financial Group's NAICS: 52,523
How many employees does Planwell Financial Group have?
Planwell Financial Group has 11-50 employees
What industry does Planwell Financial Group belong to?
Planwell Financial Group is in the industry of: Finance, Insurance, Securities Trading
What is Planwell Financial Group competition?
Planwell Financial Group top competitors include: MBA Wealth Solutions, Watzdorf Financial Planning, Merit Wealth, LifePath Financial Planning
What technology does Planwell Financial Group use?
Some of the popular technologies that Planwell Financial Group uses are: WordPress.org, reCAPTCHA, PHP, Google Cloud Web Serving
How do I contact Planwell Financial Group?
Planwell Financial Group contact info: Phone number: +61 352255900 Website: www.planwellfinancialplanning.com.au
What does Planwell Financial Group do?

EJM Financial Services provides tailored financial solutions aimed at helping individuals and families achieve their financial goals and secure their future. With over 160 years of combined experience, their dedicated team specializes in retirement planning, lending, managed portfolios, and insurance. They focus on creating personalized strategies... that cater to the unique needs of their clients, ensuring a clear pathway to financial freedom. EJM's mission is to alleviate financial stress and foster happiness for their clients through comprehensive financial planning.Read More

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

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