Who we are

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.

Our Values

ACCOUNTABLE

RESPONSIBLE + CONSIDERATE

CLIENT FOCUSED

TEAMWORK

Our People

When I meet with a client for the first time, they are often very reassured to learn that I have run my own Financial Planning business since 2001.

My extensive experience helps me connect with my clients and gain an understanding into what really matters to them. Most importantly, I am able to use this understanding to create personalised strategies so they can achieve financial freedom.

I am extremely passionate about assisting individuals to ensure that they have enough to live on in retirement, but also be able to travel and to live life.

Authorised Representative No. 224793 of OzPlan Financial Services Pty Ltd ABN 35 005 391 202 AFSL 221235

I started my Financial Planning career in Gippsland and moved to Melbourne to join Nick in 2004. During my time in the industry, I’ve seen many changes and been through numerous investment cycles. Because of this, I’ve become highly skilled in building strategies that are tailored to individual client long-term needs.

Problem solving comes naturally to me which is why one of my key specialisations is the complex area of Aged Care. This is a time when families are usually feeling stressed and emotional, so it’s rewarding for me to be able to at least help them protect the financial security of their loved one.

Authorised Representative No. 279333 of OzPlan Financial Services Pty Ltd ABN 35 005 391 202 AFSL 221235

Since 2017, I have been part of the OzPlan team, working my way to become an accomplished Financial Adviser.

My passion lies in not only assisting people in reaching their financial goals, but aiding families through the emotional decision of transitioning a loved one into Aged Care, a journey I've navigated personally with my grandmother.

I enjoy the new challenges I am presented with daily, and through applying my knowledge, personal experiences and tertiary education, it allows me to demonstrate to clients that they can achieve their personal financial goals and objectives.

Authorised Representative No. 1292572 of OzPlan Financial Services Pty Ltd ABN 35 005 391 202 AFSL 221235

Originally from the UK, I have worked in this industry for over 30 years in Australia.

I joined OzPlan in 2013, leading our Paraplanning Team and serving as the Office Manager. Collaborating with our advisers, I contribute to building strategies for our clients to help them achieve their goals and objectives.

When someone is moving a loved one into Aged Care, I feel privileged to be able to help, having gone through the process myself with my father-an area which is close to my heart. It is very rewarding to be able to make a difference.

I joined OzPlan in 2011 as an Administrative Assistant, and I am now one of the Senior Paraplanners.

The opportunity to assist clients in various aspects of their financial goals, from Superannuation, Retirement, Cashflow Planning, Aged Care and navigating Services Australia, is what I enjoy most about my role.

Being part of the OzPlan team is truly enjoyable for me due to the supportive, friendly, and flexible work environment. The team goes above and beyond to provide assistance whenever it's needed.

I've been in this industry since 1987, where I managed a business, eventually selling it and subsequently retiring. However, I found myself feeling bored, leading me to approach OzPlan to transition into a part-time ParaPlanner role.

My introduction to OzPlan occurred through personal dealings with them for a family member, where I was impressed with their knowledge and attitude.

I enjoy working for OzPlan because it allows me to contribute in a meaningful way and stay current with industry developments. The social interaction with the team is fantastic; they are a great group, both talented and fun!

Having joined OzPlan in 2019 as a Receptionist, I have now transitioned to the Paraplanning Team, whilst also pursuing a Graduate Diploma in Financial Planning.

I enjoy working closely with our clients throughout all aspects of financial planning, and the opportunity to be part of a dynamic team and contribute meaningfully to people's lives is very rewarding. I take pride in playing a role in making a positive difference.

As I continue my studies, I am eager to apply new insights to enhance the quality of service we provide.

Starting with OzPlan in 2018, I work part-time in promoting their Aged Care Financial Services.

After spending over 35 years in demanding positions at corporate companies, the shift to a smaller company like OzPlan has been refreshing. Here, my contributions are genuinely appreciated.

My role involves promoting our 3 educational brochures: Understanding the Cost of Aged Care, Working in a Retirement Community and Planning for Retirement Guide. I also coordinate free presentations at Retirement Villages, collaborating directly with Village/Sales Managers.

Since OzPlan Financial Services’ establishment in 2001, I've been a part of the team intermittently, and now am part of the Ongoing Care team.

I enjoy providing ongoing support services and working with clients who have been part of our journey from the beginning.

Being part of the OzPlan team is made easy by the supportive and lovely staff.

I have been part of the OzPlan team since 2022, providing ongoing support services for our valued clients.

Having obtained my Graduate Diploma in Financial Planning, I apply the skills and knowledge gained to offer essential support to our Financial Advisers, ensuring our clients receive prompt and efficient review documents.

I enjoy working in a collaborative environment that always aims to find the best solution for the clients.

After working in the Home Care industry for over 16 years, I joined OzPlan in 2022.

I love being part of a team who strive in assisting people in achieving their financial goals.

Additionally, I love working in the Aged Care area. Having recently navigated this experience personally, I understand the overwhelming nature of it. It’s great to be able to assist with guiding our clients through this experience.

I joined the OzPlan team as their receptionist in July 2023, after spending the last couple of years at home raising my 2 young children.

Stepping back into the workforce was made easy thanks to the support and compassion shown by the OzPlan team.

Getting to know our delightful clients and serving as the friendly face to greet them when they step into our office has been a rewarding aspect of my role.

I have been involved in the superannuation industry since 2014, with my journey leading me to OzPlan in 2022.

OzPlan's vibrant team culture makes every workday rewarding.

I strive to deliver top-notch customer service and enjoy aiding our clients.

Giving Back

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.

Who we are

Our Values

Our People

Nick Bird

Lauren Wilson

Yianni Palios

Tina Lennox

Sachi Rupasinghe

Nick Shugg

Mackenzy Imer

Bill Lennox

Tanja Bird

Rajasimhan Yuvaraj

Suzie Eckermann

Paige Litchfield

Cassie Selway

Giving Back

It's never too early or too late to get your finances in order.