Brand profile · Financial Services

The Complete Planner

The Complete Planner is a Financial Services brand in Mount Waverley, Victoria. Privately held, at thecompleteplanner.com.au. It holds one address on record, all in Australia. It employs 4 people, on the record. It lists financial Planning and Licensing Support among its specialties. One Australian registration (ABN) is a confirmed match. It is listed alongside nine similar brands, mostly in Financial Services.

Profile live Privately Held Founded 2004 1 entity ABN 1 office country
Registry verified · ABR

Key facts

Counted staff
4
self-reported 2–10 band
Founded
2004
22 years
Legal entities
1
ABR
Office countries
1
1 address
Funding rounds
None on record
Company type
Privately Held
self-reported
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Legal entity

1 brand → 1 confirmed entity
  • THE COMPLETE PLANNER PTY LTD

    ABN48077994104

    VICHigh confidenceMatched on exact nameABR

Legal entities

The Complete Planner: 1 registry entityThe Complete Planner is linked to 1 registry entity: THE COMPLETE PLANNER PTY LTD (ABN 48077994104, candidate).The Complete PlannerTHE COMPLETE PLANNERPTY LTDABN 48077994104Candidate · High confidence
Show as table · The Complete Planner: 1 registry entity
The Complete Planner: 1 registry entity
THE COMPLETE PLANNER PTY LTDABN 48077994104
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

A privately owned financial planning practice (i.e. we are not owned by a bank, financial institution or a product provider). We offer support services to experienced financial planners in their endeavours to deliver quality advice to their clients in a profitable manner.

Our accredited authorised representatives provide quality financial advice to a broad range of clients, including small business, trustees of self managed superannuation funds and individuals seeking to improve their financial position thereby providing financial security for their families.

Specialties

All 1 specialty
  • Financial Planning and Licensing Support

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

  • AUSuite 27/1 Ricketts Road; Mount Waverley, Victoria 3149Primary

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

1 employee profiles on record · names withheld.

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The people relation is never requested, so there is nothing here to unlock.

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FAQ

Which legal entity operates under The Complete Planner?

One Victoria entity on the ABR: THE COMPLETE PLANNER PTY LTD (ABN 48 077 994 104), high confidence.

How many people work at The Complete Planner?

4 counted staff profiles at January 2026, inside the self-reported 2–10 band.

Where does The Complete Planner have offices?

One address on record, Australia only. Primary: Suite 27/1 Ricketts Road, Mount Waverley, Victoria 3149.

Has The Complete Planner raised funding?

None linked to this brand.

What does The Complete Planner list as its specialties?

One tag on the brand's own list, among them Financial Planning and Licensing Support.

Which companies are listed alongside The Complete Planner?

4 profiles list The Complete Planner as a peer — 67th percentile in Financial Services. It lists ten peers of its own. Wealth Built Right and Future Needs list it back.

What is The Complete Planner's website?