Lifestyle Financial Planning Services Overview

  • Founded
  • 2004
  • Status
  • Acquired/​Merged
  • Employees
  • 9
  • Latest Deal Type
  • M&A
  • Financing Rounds
  • 1

Lifestyle Financial Planning Services General Information


Provider of financial planning and asset management services. The company offers financial planning services including investment and asset allocation advice, retirement planning, insurance, and strategic financial planning advice to its client base.

Contact Information

Ownership Status
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Primary Industry
Asset Management
Other Industries
Other Capital Markets/Institutions
Primary Office
  • Suite 17, 240 Pakington Street, Geelong West
  • 80 Wyndham Street Shepparton
  • Echuca, Victoria 3564
  • Australia
+61 1300 000 000
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Lifestyle Financial Planning Services Valuation & Funding

Deal Type Date Amount Valuation/
Post-Val Status Debt

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Lifestyle Financial Planning Services Executive Team (1)

Name Title Board Seat Contact Info
David Lannen Founder & Chief Executive Officer
To view Lifestyle Financial Planning Services’s complete executive team members history, request access »

Lifestyle Financial Planning Services Signals

Growth Rate

0.80% Weekly
Weekly Growth 0.80%, 93rd %ile
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers


Similarweb Unique Visitors


Majestic Referring Domains


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