Fortified Financial Planning
Company

Fortified Financial Planning

Financial Services Queensland, Au 13 employees
Employees
13

Fortified Financial Planning Overview

Headquarters
Queensland, Au
Website
fortifiedfp.au
Industry
Financial Services
Employees
13
Funding
,
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Fortified Financial Planning

Information provided on this page is of a general nature only - Ts&Cs https://fortifiedfp.au/customer-notice. Welcome to Fortified Financial Planning and thank you for being a part of our community. Fortified was founded in Queensland, Australia and we service clients nationally. Our mission is to build a strong community for our clients and team with a simple, realistic approach to financial planning. Fortified Financial Planning has a strategy-first approach. Here at Fortified, we build strategies that are flexible and mold to our client’s requirements. Our firm delivers advice in areas such as strategy and planning, budgeting, cashflow, debt management, superannuation, retirement planning, wealth protection, tax minimisation, investing and estate planning. Fortified aims to create a sense of trust and community amongst our team by being transparent and NOT hiding behind a need-to-know policy. We promote collaboration amongst our team and aspire to always maintain positive vibes. We are looking forward to strengthening your journey with Fortified Financial Planning.

Fortified Financial Planning Contact Details

People in AeroLeads
4

Fortified Financial Planning Org Chart

Sample employees and titles
Name Title Contact
Lauren Iversen Administration at Fortified Financial
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Hannah Kennedy Client Services Manager at Fortified
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Sok Lay Financial Planner @ Fortified Financial
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Michael Koch Financial Adviser / Financial Services
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Employees by Management Level

Individual contributor 3 profiles
Manager 1 profile

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