Planlogic

Financial Services Company

Colombo

At Planlogic, we design financial planning solutions which simplify the advice process for financial advisers throughout Australia.

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, strategy consulting and digital marketing for advice-focused businesses.

Over the span of a decade, we have perfected the art of creating SoAs by delivering more than 10,000 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'.

Jobs at Planlogic

Analyst - Personal Finance

Planlogic

Colombo

For the past decade, Planlogic has simplified and improved the financial advice process in Australia. As advice production specialists, we partner with financial advisers to transform their insights into actionable financial plans

765 Days Ago

Legal

Advice Associate

Planlogic

Colombo

At Planlogic, we design financial planning solutions which simplify the advice process for financial advisers throughout Australia.

1045 Days Ago

Business Development

Clients Services Officer

Planlogic

Colombo

At Planlogic, we design financial planning solutions which simplify the advice process for financial advisers throughout Australia