Jay Beckton's Contact Details

Jay Beckton's Company Details

Planlogic

Chippendale, New South Wales, AU • 110 Employees
Financial Services

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, product recommendation implementation and strategy consulting for advice-focused businesses. Over the span of a decade, we have perfected the art of creating SoAs by delivering more than 25,000 documents to over 150 advisers from our offices in Australia and Sri Lanka. We leverage tech-enabled delivery models that adhere to compliance requirements and allow advisers to have stronger, more meaningful relationships with their clients. Supporting our advisers allows us to live by our mantra of 'enabling people to achieve financial freedom and live their best life'.