Primeplan Securities was formed in May, 2000 to provide a comprehensive range of financial advisory services to clients in Victoria and Tasmania.
Primeplan places the highest regard on business ethics and client satisfaction. All of the financial planners of Primeplan Securities are Certified Financial Planners (CFP), which is the highest professional designation issued by the Financial Planning Association. To obtain this qualification it is necessary to have extensive industry experience, and have undergone rigorous study. The qualifications gained by CFP’s are well above those required by law to provide financial advice.
We are a members of the Financial Planning Association, and adhere to the FPA Code of Ethics and Rules of Professional Conduct. Our policy is to obtain a complete and thorough knowledge of the client and their financial position before making a recommendation. We have an ongoing commitment to integrity and consistent high standards of conduct in all that we do.
For a copy of our privacy policy, please contact our South Yarra office on (03) 9826 2800.
Company Details
- Employees
- 5
- Founded
- -
- Address
- 299 Toorak Rd, South Yarra,vic 3141,australia
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- primeplan.com.au
- Keywords
- Investing, Insurance, Superannuation, Self managed super funds, Transitioning to retirement, Estate planning, Business Advice.
- HQ
- South Yarra, Vic
- Competitors
Primeplan Securities Questions
Primeplan Securities's website is primeplan.com.au
Primeplan Securities's LinkedIn profile is https://au.linkedin.com/company/primeplan-securities
Primeplan Securities has
5 employees.
View email and phone details for 5
employees at Primeplan Securities.
Primeplan Securities's industry is
Financial Services
Primeplan Securities's categories are Financial Services
Primeplan Securities's founding year is 2000
