Planlogic specialises in providing financial planning solutions which simplify the advice process for financial advisers throughout Australia. Our suite of offerings spans paraplanning, ongoing review support and implementation.

Over the last 15 years, we have delivered more than 40,000 advice documents to over 150 advisers in Australia. We leverage tech-enabled delivery models that adhere to compliance requirements and allow advisers to have stronger, more meaningful relationships with their clients.

Planlogic

Dean Thomas

Sahani Wijekoon

Keshia Bari

Aneesha Lahir

This department focuses on analyzing and providing insights related to personal finance for clients and stakeholders.

Personal Finance Analysis

This department focuses on evaluating data to provide insights and support decision-making processes.

Data Analysis

This department is responsible for managing financial planning, analysis, and reporting to support the organization's financial health.

Finance Department

This department oversees the planning, execution, and review of management strategies and processes.

Management Operations

This department focuses on providing comprehensive financial planning and advisory support to clients.

Paraplanning Services

This department focuses on financial analysis and planning support to enhance client advisory services.

Planlogic

Org chart

Teams

Personal Finance Analysis

Data Analysis

Finance Department

Management Operations

Paraplanning Services

Paraplanning Analysis

Offices

Planlogic

Org chart

Teams

Personal Finance Analysis

Data Analysis

Finance Department

Management Operations

Paraplanning Services

Paraplanning Analysis

Offices

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