At OzPlan, we understand that navigating the complexities of financial decisions can be overwhelming.
That’s why our primary objective is to simplify this financial planning process for our clients.
OzPlan Financial Services, founded in 1999, is a network of five independent offices operating under the OzPlan Financial Services Licensee. Each office functions as a stand-alone financial advisory business, focusing on specific client types and services. This structure allows each office to operate with flexibility, while still benefiting from the collaborative environment of shared ideas and experiences, ultimately improving the services provided to all clients.
ACCOUNTABLE
RESPONSIBLE + CONSIDERATE
CLIENT FOCUSED
TEAMWORK
Financial planner & Principal
Authorised Representative No. 224793 of OzPlan Financial Services Pty Ltd ABN 35 005 391 202 AFSL 221235
Financial PLANNER & PRINCIPAL
Authorised Representative No. 279333 of OzPlan Financial Services Pty Ltd ABN 35 005 391 202 AFSL 221235
Financial PLANNER
Authorised Representative No. 1292572 of OzPlan Financial Services Pty Ltd ABN 35 005 391 202 AFSL 221235
Senior Paraplanner & Office Manager
senior Paraplanner
Paraplanner
Business Development
Ongoing Care Administrator
Ongoing Care Administrator
Administrative Assistant
Reception & Administrative Assistant
Administrative Assistant
OzPlan Financial Services proudly supports Challenge, who are a not-for-profit organisation that supports children and families living with cancer, 365 days a year.
OzPlan Financial Services proudly supports Lipoedema Australia, who are the national representation body for Lipoedema. They are committed to directing and supporting research and medical recognition of Lipoedema.
OzPlan Financial Services proudly supports Beyond Blue, who are one of Australia’s most well-known, trusted, and visited mental health organisations. Beyond Blue is a safe and reliable place for millions of people to access information, advice and support.
Contact us to find out how we can help you.