Planning Partners
Contatos
Agende agoraHorário de abertura
-
Domingo
Dia de folga
-
Segunda-feira
09:00 - 17:00
-
Terça-feira
09:00 - 17:00
-
Quarta-feira
09:00 - 17:00
-
Quinta-feira
09:00 - 17:00
-
Sexta-feira
09:00 - 17:00
-
Sábado
Dia de folga
Sobre a empresa
Planning Partners is a privately owned and operated Financial Planning and Superannuation Advisory Firm. We hold an Australian Financial Services and Credit Licence (No. 222835) and provide financial advisory services to individuals and businesses. Planning Partners is a Professional Practice of the Financial Planning Association of Australia.Nossa equipe
Claudia Sheers
Planning Partners
Camberwell VIC, Ground Floor, 971 Burke Road
Claudia Sheers
Andrew Test 02
Planning Partners
Camberwell VIC, Ground Floor, 971 Burke Road
Andrew Test 02
Gavin joined Planning Partners in 2001 and has headed up the Risk Services Division since 2002. Prior to this, he worked with Colonial First State since 1996 and has over 17 years industry experience. His counsel on insurance matters is sought after within the industry due to the wealth of his professional experience.
Louay Sleiman
Planning Partners
Camberwell VIC, Ground Floor, 971 Burke Road
Louay Sleiman
Louay commenced employment with Planning Partners in 2014. Since joining the firm, Louay has performed a vast majority of roles around Client Management and Support, review and statement of advice preparation, financial modelling, tax planning and strategy implementation. Throughout his time with Planning Partners Louay has progressed to a Financial Planning position and is now providing financial advice to clients.
Provider name 3
Planning Partners
Camberwell VIC, Ground Floor, 971 Burke Road
Provider name 3
Top services
Initial Consultation
60 min
The first step in assisting you to identify and clarify your goals.
Planning Partners
Camberwell VIC, Ground Floor, 971 Burke Road
Initial Consultation
The first step in assisting you to identify and clarify your goals.
-
Sector Selection: Strategy and Finance
-
Meeting Type: Meeting in person
Review
60 min
Planning Partners
Camberwell VIC, Ground Floor, 971 Burke Road
Review
-
Sector Selection: Strategy and Finance
-
Meeting Type: Meeting in person
Service name 2
60 min
Planning Partners
Camberwell VIC, Ground Floor, 971 Burke Road
Service name 2
Comentários/Avaliações
0 avaliações