Plansure
Plansure is a boutique financial planning firm based in Unley, South Australia. Our strategists and support team genuinely give a hoot about our clients and their financial success. We work with our clients to create realistic strategies based on their unique situations. We travel all over Australia, with clients also based in Darwin, Perth, Brisbane and Melbourne to name a few!
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Verified contacts
10
available on Kipplo
LinkedIn employees
8
1 to 10 range
Open roles
—
no listings
Distinct roles
8
indexed titles
Tech stack
1
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
10 contacts with verified email or phone · masked until revealed.
- AA
Alicia Adamcewicz
Client Services Manager · Customer/Client Service
EmailPhone - MM
Melissa Miller
Financial Strategist · Finance & Accounting
EmailPhone - CW
Cat Wells
Director - Financial Strategist · Other
EmailPhone
Showing 3 of 10 verified contacts
Top roles at Plansure
8 distinct titles indexed · top 8 shown.
- 2client services manager
- 2director - financial strategist
- 1auxiliar de limpeza
- 1ceo
- 1financial strategist
- 1practice manager
- 1principal - financial strategist
- 1profissional de telemarketing
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