Planlogic specialises in providing financial planning solutions which simplify the advice process for financial advisers throughout Australia. Our suite of offerings spans paraplanning, ongoing review support, product recommendation implementation and strategy consulting for advice-focused businesses.
Over the span of a decade, we have perfected the art of creating SoAs by delivering more than 25,000 documents to over 150 advisers from our offices in Australia and Sri Lanka. We leverage tech-enabled delivery models that adhere to compliance requirements and allow advisers to have stronger, more meaningful relationships with their clients.
Supporting our advisers allows us to live by our mantra of 'enabling people to achieve financial freedom and live their best life'.
Company Details
- Employees
- 126
- Founded
- -
- Address
- Suite 71, 20-40 Meagher Street,sri Lanka
- Phone
- 1300-967 -840
- in****@****.com.au
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- planlogic.com.au
- Keywords
- Financial Services, Paraplanning, Financial Admin Services, SoA Writing, Adviser Services, Digital Marketing, Ongoing Advice Solutions.
- HQ
- Chippendale, NSW
Planlogic Questions
Planlogic's helpline number is 1300-967 -840
Planlogic's website is planlogic.com.au
Planlogic's LinkedIn profile is https://au.linkedin.com/company/planlogic
Planlogic has
126 employees.
View email and phone details for 126
employees at Planlogic.
Planlogic's industry is
Financial Services
Planlogic's top competitors are
Freedom Business Services,
H Connect International,
Uzabase Sri Lanka,
Astute Business Partners,
Cal,
Advice Lab,
Surge Global,
Oceans,
Sysco Labs Sri Lanka,
Engage Financial Solutions.
Planlogic's support email address is info@planlogic.com.au
Planlogic's categories are Financial Services
Planlogic's founding year is 2011
