TCA Financial Planners

Finance · Australia · 11-50 Employees

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Overview

Headquarters

120 Bloomfield St Ste 30, Cleveland, Que...

Phone Number

+61 734880059

Revenue

$5.4 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About TCA Financial Planners

We've been Financial Planning since 1975, and enjoy a great working relationship with all our clients, some of whom have been with us for over 30 years. These days our client base covers much of Australia, and in 2013 we opened an office in Helensvale on the Gold Coast. Steve Brooke and Tracey Roberts are resident TCA Planners in Helensvale while Tony Case & Ben Watts continue to work from our Cleveland office. With nearly 40 years of financial planning experience, we consider our strength to be the quality of service and expertise that we can provide, which is evidenced by the many satisfied clients and growing client base we continue to service. Our move to QLD in 2005 has proven to be an excellent decision reflected in the fact that our business is consistently placed in the top 10% of AMPFP Financial Planning practices nationally. We have a great team of people at TCA who are all committed to best practice when it comes to client service, and with technology constantly advancing anRead more
TCA Financial Planners's Social MediaPopular SearchesTca Financial Planners Pty LtdTca Financial PlannersFinancial PlannersTony Case and AssociatesTony case and Associates PtySIC Code 62,628NAICS Code 52,523Show more

TCA Financial Planners Org Chart

PhoneEmail
NA
Australia flag for contact location.

Manager, Client Services

PhoneEmail

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

TCA Financial Planners

$5.4M
11-50
Private
-
2013
NA
Nikki ArgentManager, Client Services
$5.7M
11-50
Private
-
-
MV
Mary VellaFinancial Planner
<$5M
1-10
Private
-
-
N/A
<$5M
11-50
Private
-
-
CR
Craig RashleighPractice Principal
<$5M
1-10
Private
-
2005
DF
Debra FawcettClient Relationship Manager
<$5M
11-50
Private
-
-
BM
Bruce MclarenCustomer Service Manager
<$5M
1-10
Private
-
2011
BA
Brendan AkeroydFinancial Advisor & Managing Director
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

TCA Financial Planners Tech Stack

A closer look at the technologies used by TCA Financial Planners

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Frequently Asked Questions Regarding TCA Financial Planners

What is TCA Financial Planners's official website?
TCA Financial Planners's official website is www.tcafp.com.au
What is TCA Financial Planners's Revenue?
TCA Financial Planners's revenue is $5.4 Million
What is TCA Financial Planners's SIC code?
TCA Financial Planners's SIC: 62,628
What is TCA Financial Planners's NAICS code?
TCA Financial Planners's NAICS: 52,523
How many employees does TCA Financial Planners have?
TCA Financial Planners has 11-50 employees
What industry does TCA Financial Planners belong to?
TCA Financial Planners is in the industry of: Finance, Securities Trading
What is TCA Financial Planners competition?
TCA Financial Planners top competitors include: Virtus Financial Services, Redgum Financial, Rashleigh Financial Services, Plan4wealth
What technology does TCA Financial Planners use?
Some of the popular technologies that TCA Financial Planners uses are: Microsoft 365, Microsoft Exchange Online, Microsoft Hosting
How do I contact TCA Financial Planners?
TCA Financial Planners contact info: Phone number: +61 734880059 Website: www.tcafp.com.au
What does TCA Financial Planners do?

We've been Financial Planning since 1975, and enjoy a great working relationship with all our clients, some of whom have been with us for over 30 years. These days our client base covers much of Australia, and in 2013 we opened an office in Helensvale on the Gold Coast. Steve Brooke and Tracey Roberts are resident TCA Planners in Helensvale while T... ony Case & Ben Watts continue to work from our Cleveland office. With nearly 40 years of financial planning experience, we consider our strength to be the quality of service and expertise that we can provide, which is evidenced by the many satisfied clients and growing client base we continue to service. Our move to QLD in 2005 has proven to be an excellent decision reflected in the fact that our business is consistently placed in the top 10% of AMPFP Financial Planning practices nationally. We have a great team of people at TCA who are all committed to best practice when it comes to client service, and with technology constantly advancing and improving, the world is getting smaller and looking after people not located locally is easier than it has ever been. We continue to strive for excellence as a business and this is clearly reflected in the high number of referrals we receive from existing clients, something we greatly appreciate. If you want the best, give us a call.Read More

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

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