Brand profile · Financial Services

Jacaranda Financial Planning

Jacaranda Financial Planning is a Financial Services brand in Sydney, NSW. It is publicly held, and its site is jacarandafp.com.au. It holds three addresses on record, all in Australia. Headcount on record is 17. Its work is tagged portfolio management, superannuation and retirement planning. One Australian registration (ABN) is a confirmed match. It is listed alongside ten similar brands, mostly in Financial Services.

Profile live Public Company 1 entity ABN 1 office country
Registry verified · ABR

Key facts

Counted staff
17
self-reported 11–50 band
Founded
Not recorded
Legal entities
1
ABR
Office countries
1
3 addresses
Funding rounds
None on record
Company type
Public Company
self-reported
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Legal entity

1 brand → 1 confirmed entity
  • JACARANDA FINANCIAL PLANNING PTY LTD

    ABN91604960009

    NSWHigh confidenceMatched on exact nameABR

Legal entities

Jacaranda Financial Planning: 1 registry entityJacaranda Financial Planning is linked to 1 registry entity: JACARANDA FINANCIAL PLANNING PTY LTD (ABN 91604960009, candidate).Jacaranda Financial PlanningJACARANDA FINANCIALPLANNING PTY LTDABN 91604960009Candidate · High confidence
Show as table · Jacaranda Financial Planning: 1 registry entity
Jacaranda Financial Planning: 1 registry entity
JACARANDA FINANCIAL PLANNING PTY LTDABN 91604960009
Confirmed matches0 of 1

A candidate is a name match on the registry, not a confirmed identity, and two candidates are ambiguity rather than a corporate structure.

Description

We are a team of professional financial advisers that specialise in optimising super and retirement outcomes. Backed by the Perpetual Group, we’re dedicated to improving our clients’ financial confidence and prosperity.

We adopt a warm and engaging but disciplined approach to meeting clients' financial needs and objectives. Jacaranda Financial Planning is passionate about sharing information, working together and making a difference.

We do this by providing: Clarity, Quality and Confidence.

Specialties

All 7 specialties
  • Financial Planning
  • Wealth Management
  • Financial Advice
  • Investments
  • Superannuation
  • Retirement Planning
  • Portfolio Management

Locations

Country footprint

Offices in 1 countryCountry footprint: 1 country. Codes: AU.1 countryAU
Show as table · Offices in 1 country
Offices in 1 country
Countries1

All codes: AU

Addresses

  • AUlevel 29, 525 Collins Street; Melbourne, VIC 3000
  • AULevel 15, 345 Queen Street; Brisbane, QLD 4000
  • AULevel 15, 60 Margaret Street; Sydney, NSW 2000Primary

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Spending power

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Spending power

Signals & hiring

Hiring, headcount and registry-change signals, streamed to members.

Latest signal
Hiring activity
Headcount trend

Financials

Registry-filed capital and financial indicators, standardised by TheGrid.

Paid-up capital
Fiscal period
Registered charges
Revenue
Profit / loss

People & contacts

4 employee profiles on record · names withheld.

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FAQ

Which legal entity operates under Jacaranda Financial Planning?

One New South Wales entity on the ABR: JACARANDA FINANCIAL PLANNING PTY LTD (ABN 91 604 960 009), high confidence.

How many people work at Jacaranda Financial Planning?

17 counted staff profiles at January 2026, inside the self-reported 11–50 band.

Where does Jacaranda Financial Planning have offices?

Three addresses on record, Australia only. Primary: Level 15, 60 Margaret Street, Sydney, NSW 2000.

Has Jacaranda Financial Planning raised funding?

None linked to this brand.

What does Jacaranda Financial Planning list as its specialties?

Seven tags on the brand's own list, among them portfolio management, superannuation and retirement planning.

Which companies are listed alongside Jacaranda Financial Planning?

20 profiles list Jacaranda Financial Planning as a peer — 95th percentile in Financial Services. It lists ten peers of its own. Perseus Finance and Financial Planning By design list it back.