Planlogic Company Profile, Contacts & Intelligence

Financial ServicesLk126 employeesFounded 2011
2 contacts with email or phone data2 with email data1 with phone data
Employees
126
Company source estimate
Reachable Contacts
2
Visible contacts with email or phone data
Contacts With Email
2
2 of 4 visible contacts
Departments
2
Mapped contact coverage

Planlogic Overview

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'.

Headquarters
Lk
Industry
Financial Services
Founded
2011
NAICS
Finance and Insurance, Monetary Authorities-Central Bank
Phone Number
Available in AeroLeads
Company Email
Available in AeroLeads

Planlogic Contact Intelligence

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

2 contacts with contact data
2 with email data and 1 with phone data in the visible sample.
2 departments represented
Visible contacts with email or phone data are mapped to these departments.
General
2
Executive
1

Planlogic People & Org Chart Preview

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

Planlogic Workforce Composition

Seniority breakdown across 31 visible profiles.

Individual contributor
13
Manager
9
Senior / Lead
7
Executive
2

Planlogic Technology & Talent

Technology-related job titles represented in the visible people data.

Data / AI
1
Engineering
1
Product / design
1

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