Brand profile · Financial Services

Progressive Financial Planners

Progressive Financial Planners is a Financial Services brand in Lake Macquarie, NSW. It is publicly held, and its site is profp.com.au. It holds one address on record, all in Australia. Headcount on record is 16. Its work is tagged wealth creation, investments and retirement planning. One Australian registration (ABN) is a confirmed match. It is listed alongside seven similar brands, mostly in Financial Services.

Profile live Public Company Founded 1996 1 entity ABN 1 office country
Registry verified · ABR

Key facts

Counted staff
16
self-reported 11–50 band
Founded
1996
30 years
Legal entities
1
ABR
Office countries
1
1 address
Funding rounds
None on record
Company type
Public Company
self-reported
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Legal entity

1 brand → 1 confirmed entity
  • PROGRESSIVE FINANCIAL PLANNERS PTY LTD

    ABN66091379029

    NSWHigh confidenceMatched on exact nameABR

Legal entities

Progressive Financial Planners: 1 registry entityProgressive Financial Planners is linked to 1 registry entity: PROGRESSIVE FINANCIAL PLANNERS PTY LTD (ABN 66091379029, candidate).Progressive Financial PlannersPROGRESSIVE FINANCIALPLANNERS PTY LTDABN 66091379029Candidate · High confidence
Show as table · Progressive Financial Planners: 1 registry entity
Progressive Financial Planners: 1 registry entity
PROGRESSIVE FINANCIAL PLANNERS PTY LTDABN 66091379029
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

Located in Warners Bay, New South Wales, we have been providing quality financial advice since 1996. Our aim is to build long-term partnerships with our clients and assist them in building, protecting and managing their wealth and lifestyle for them and their families.

We are passionate about helping businesses and individuals achieve their financial and lifestyle goals. Whether you are approaching retirement, starting a business, changing careers or moving from two incomes to one, we can help you.

Brad Downes, Founder and Director of Progressive Financial Planners, is a Certified Financial Planner (CFP) with over 29 years of experience advising clients on building financial security, demonstrating a very successful track record. He helps his clients to identify what an “ideal life” looks like for them and then helps them set the plans in place to achieve their dreams. Basically, he helps people make smart choices about money!

Our team has now grown to 14 dedicated and highly educated staff, including 4 financial advisers who genuinely love what they do and treat our clients like family. Each of us is committed to going above and beyond when it comes to serving our clients, whether they are in Newcastle & Lake Macquarie or further afield.

We invite you to navigate our website to find out how we can help you or make an initial complimentary consultation with us.

www.profp.com.au

Progressive Financial Planners Pty Ltd ABN 66 091 379 is an authorised representative and Credit representative of AMP Financial Planning Pty Limited ABN 89 051 208 327 Australian Financial Services Licence 232706.

DISCLAIMER: Our LinkedIn page contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider you financial situation and needs before making any decisions based on this information.

FSCG: https://profp.com.au/wp-content/uploads/2023/11/FSCG-v1a.2-eff-27_11_2023.pdf

Specialties

All 10 specialties
  • Investments
  • Superannuation
  • Insurance
  • Wealth Creation
  • Self Managed Super Funds
  • Retirement Planning
  • Tax Planning
  • Asset Protection and Structures
  • Finance and Debt Management
  • Financial Planning

Locations

Country footprint

Offices in 1 countryCountry footprint: 1 country, primary AU. Codes: AU.1 countryprimary AUAU
Show as table · Offices in 1 country
Offices in 1 country
Countries1
Primary countryAU

All codes: AU

Addresses

  • AU45 King Street Warners Bay; Lake Macquarie, NSW 2282Primary

Grid intelligence Members

Spending power

TheGrid Corporate Spending Power index would rate purchasing capacity from registry, scale and activity signals.

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 Progressive Financial Planners?

One New South Wales entity on the ABR: PROGRESSIVE FINANCIAL PLANNERS PTY LTD (ABN 66 091 379 029), high confidence.

How many people work at Progressive Financial Planners?

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

Where does Progressive Financial Planners have offices?

One address on record, Australia only. Primary: 45 King Street Warners Bay, Lake Macquarie, NSW 2282.

Has Progressive Financial Planners raised funding?

None linked to this brand.

What does Progressive Financial Planners list as its specialties?

Ten tags on the brand's own list, among them wealth creation, investments and retirement planning.

Which companies are listed alongside Progressive Financial Planners?

8 profiles list Progressive Financial Planners as a peer — 82nd percentile in Financial Services. It lists ten peers of its own. Garden Wealth Group and EPG Wealth list it back.

What is Progressive Financial Planners's website?