Profusion Planning

Finance · Australia · 11-50 Employees

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Overview

Headquarters

333 Pier St, Perth, Western Australia, 6...

Phone Number

+61 893163050

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
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Apr
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ZI Rank
1
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About Profusion Planning

Profusion Planning is a privately owned financial planning business based in Western Australia, dedicated to building long-term relationships with clients by providing holistic and goal-based financial advice. They offer a personalized approach to financial planning, catering to various life stages, from young adults to seniors, ensuring that clients' interests are at the center of their advice. The firm operates with a flat fee schedule for transparency and specializes in areas such as family and estate planning, superannuation, and investment strategies. Their team of experienced financial advisers is committed to helping clients navigate their financial journeys with confidence and clarity.Explore more
Profusion Planning's Social MediaPopular SearchesProfusion Planning Pty LtdProfusion PlanningProfusion Planning - Pty LtdProfusion Planning companiesProfusionplanningSIC Code 62,628NAICS Code 52,523Show more

Profusion Planning Org Chart

PhoneEmail
SH
Australia flag for contact location.

Director and Financial Planner

PhoneEmail
BD
Australia flag for contact location.

Director and Financial Adviser

PhoneEmail

PhoneEmail
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YP
Australia flag for contact location.

Client Relationship Manager

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Profusion Planning

<$5M
11-50
Private
-
-
SH
Stephen HorstenDirector and Financial Planner
<$5M
11-50
Private
-
1985
CC
Carla CoulstonAdministrative Assistant
<$5M
11-50
Private
-
-
EL
Eujoon LimFinancial Advisor
<$5M
11-50
Private
-
2015
DB
Damien BasileDirector and Financial Planner
<$5M
1-10
Private
-
2001
JK
John KirkFinancial Planner
<$5M
1-10
Private
-
2014
MR
Marcus RobertsFinancial (Authorised Advisor & 438027) Representative
<$5M
1-10
Private
-
2008
BT
Ben TorresFinancial Associate & Planner
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Profusion Planning Tech Stack

A closer look at the technologies used by Profusion Planning

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Frequently Asked Questions Regarding Profusion Planning

What is Profusion Planning's official website?
Profusion Planning's official website is www.profusionplanning.com.au
What is Profusion Planning's Revenue?
Profusion Planning's revenue is <$5 Million
What is Profusion Planning's SIC code?
Profusion Planning's SIC: 62,628
What is Profusion Planning's NAICS code?
Profusion Planning's NAICS: 52,523
How many employees does Profusion Planning have?
Profusion Planning has 11-50 employees
What industry does Profusion Planning belong to?
Profusion Planning is in the industry of: Finance, Securities Trading
What is Profusion Planning competition?
Profusion Planning top competitors include: Mirador Wealth Management, Durand Financial Services, Chris Humphrey Private Wealth Management, Intergenerational Wealth
What technology does Profusion Planning use?
Some of the popular technologies that Profusion Planning uses are: goo.gl, WordPress.org, reCAPTCHA, PHP
How do I contact Profusion Planning?
Profusion Planning contact info: Phone number: +61 893163050 Website: www.profusionplanning.com.au
What does Profusion Planning do?

Profusion Planning is a privately owned financial planning business based in Western Australia, dedicated to building long-term relationships with clients by providing holistic and goal-based financial advice. They offer a personalized approach to financial planning, catering to various life stages, from young adults to seniors, ensuring that clien... ts' interests are at the center of their advice. The firm operates with a flat fee schedule for transparency and specializes in areas such as family and estate planning, superannuation, and investment strategies. Their team of experienced financial advisers is committed to helping clients navigate their financial journeys with confidence and clarity.Read More

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

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