Outplan Company Profile, Contacts & Intelligence

Financial ServicesAu6 employeesFounded 2005
2 contacts with email or phone data2 with email data
View verified contacts Compare competitors
Employees
6
Company source estimate
Reachable Contacts
2
Visible contacts with email or phone data
Contacts With Email
2
2 of 2 visible contacts
Departments
3
Mapped contact coverage

Outplan Overview

Welcome to Outplan - Australia's most innovative outsourced paraplanning service. We partner with our clients to create visually appealing, marketable Statements of Advice on an 'at-call basis'. Why? Because attractive SoAs are more easily read, understood and lead to more business won for you. Outplan also champions presenting your SoA using a tailored, animated PowerPoint slideshow to further enhance your point of sale effectiveness. Within this website, you can find a wealth of valuable information for the financial planning industry including: Best practice tips for writing Statements of Advice (SoA) How to create an SoA that will win you business Sources of training for entrants into paraplanning Samples for download of best practice SoAs Sample PowerPoint presentations of SoAs Outplan is an Australian owned and operated business, based in the Sydney CBD. If you are thinking about improving or outsourcing your paraplanning, contact Outplan on 1300 789 782.

Headquarters
Au
Website
outplan.com.au
Industry
Financial Services
Founded
2005
NAICS
Finance and Insurance, Monetary Authorities-Central Bank
SoA paraplanning outsourced paraplanning templates financial planning training

Outplan Contact Intelligence

See which contact channels and departments are represented in the visible AeroLeads data.

2 contacts with contact data
2 with email data in the visible sample.
3 departments represented
Visible contacts with email or phone data are mapped to these departments.
2 company-domain emails
Visible contacts using Outplan's company email domain.
General
2
Sales
1
Executive
1

Outplan People & Org Chart Preview

Sample people records show job titles and whether email or phone data is available without exposing raw contact details.

R
Ross Millar
Director at Outplan
E
K
Kylie Hinkley
Paraplanner at Outplan
E

Outplan Workforce Composition

Seniority breakdown across 5 visible profiles.

Individual contributor
3
Director
1
Manager
1

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