PLM Financial Group

Finance · Australia · 1-10 Employees

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Overview

Headquarters

49 Main Rd, Monbulk, Victoria, 3793, Aus...

Phone Number

(661) 255-8351

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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1

About PLM Financial Group

PLM Financial Group is a team of experienced financial planning specialists dedicated to providing tailored financial solutions to help clients achieve their financial goals. They offer a range of services including wealth creation, superannuation, retirement planning, aged care, strategic business planning, and life insurance. The company focuses on building close relationships with clients, ensuring personalized roadmaps that lead to financial freedom and peace of mind. Since relocating to the Dandenong Ranges in 2015, they have been committed to helping clients navigate their financial journeys.Explore more
PLM Financial Group's Social MediaPopular SearchesPLM Financial GroupFinancial GroupPLM Financial Group Pty LtdPLM Financial Solutions LLCplmfinancialgroup.comSIC Code 62,628NAICS Code 52,523Show more

PLM Financial Group Org Chart

PhoneEmail
DM
Australia flag for contact location.

Reset Merchandiser Lead

PhoneEmail
KP
Australia flag for contact location.

Financial Planner

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

PLM Financial Group

<$5M
1-10
Private
-
-
DM
Debra MccordReset Merchandiser Lead
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2021
JC
Jace CordellFounder & Financial Chief & Advisor
<$5M
1-10
Private
-
2000
EP
Emma ProfkeParaplanner
<$5M
1-10
Private
-
2002
PS
Pedram SalamiDirector and Financial Adviser
<$5M
1-10
Private
-
1990
CM
Carly MonahanPractice Manager
<$5M
1-10
Private
-
-
SB
Susie BestwickFinancial Advisor
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Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

PLM Financial Group Tech Stack

A closer look at the technologies used by PLM Financial Group

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Frequently Asked Questions Regarding PLM Financial Group

What is PLM Financial Group's official website?
PLM Financial Group's official website is www.plmfinancialgroup.com
What is PLM Financial Group's Revenue?
PLM Financial Group's revenue is <$5 Million
What is PLM Financial Group's SIC code?
PLM Financial Group's SIC: 62,628
What is PLM Financial Group's NAICS code?
PLM Financial Group's NAICS: 52,523
How many employees does PLM Financial Group have?
PLM Financial Group has 1-10 employees
What industry does PLM Financial Group belong to?
PLM Financial Group is in the industry of: Finance, Securities Trading
What is PLM Financial Group competition?
PLM Financial Group top competitors include: Profectus Financial Partners, Citadel Wealth, Family Wealth Advisory Sylvania, Total Wealth Management
What technology does PLM Financial Group use?
Some of the popular technologies that PLM Financial Group uses are: Sentry, Microsoft 365, WixStores, F5 BIG-IP Platform
How do I contact PLM Financial Group?
PLM Financial Group contact info: Phone number: (661) 255-8351 Website: www.plmfinancialgroup.com
What does PLM Financial Group do?

PLM Financial Group is a team of experienced financial planning specialists dedicated to providing tailored financial solutions to help clients achieve their financial goals. They offer a range of services including wealth creation, superannuation, retirement planning, aged care, strategic business planning, and life insurance. The company focuses... on building close relationships with clients, ensuring personalized roadmaps that lead to financial freedom and peace of mind. Since relocating to the Dandenong Ranges in 2015, they have been committed to helping clients navigate their financial journeys.Read More

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

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