Planwell Financial Group is one of Victoria's leading financial planning businesses. Our head office in Geelong was established in 1997, and from there we have expanded across Metropolitan Melbourne and throughout regional Victoria. Planwell is committed to expanding their advice network throughout Victoria, providing quality advice to clients and rewarding careers for all advisers and staff who choose to share in this exciting financial journey. Planwell Financial Group believes: > People are more likely to achieve their financial objectives after receiving professional advice. > Professional advice will ensure superior outcomes over time. > People will have peace-of-mind knowing a professional adviser is overseeing their financial affairs and sharing their financial journey. > Long-term relationships are an essential part of delivering personalised financial solutions.
View Top Employees from Planwell Financial GroupWebsite | http://www.planwellgroup.com.au |
Revenue | $4.6 million |
Employees | 14 (12 on RocketReach) |
Founded | 1997 |
Address | 5/65 Brougham Street, Geelong, Victoria 3220, AU |
Phone | +61 3 5225 5900 |
Fax | +61 3 5222 2210 |
Industry | Financial Services, Investment Banking, Finance |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 52393 Companies, NAICS Code 52 Companies, NAICS Code 5239 Companies, NAICS Code 523 Companies |
Looking for a particular Planwell Financial Group employee's phone or email?
The Planwell Financial Group annual revenue was $4.6 million in 2024.
David Clark is the Director of Planwell Financial Group.
12 people are employed at Planwell Financial Group.
Planwell Financial Group is based in Geelong, Victoria.
The NAICS codes for Planwell Financial Group are [52393, 52, 5239, 523].
The SIC codes for Planwell Financial Group are [62, 628].