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The Complete Planner Pty Ltd

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The Complete Planner Pty Ltd

Overview:

We are a privately owned financial planning practice (ie we are not owned by a bank, financial institution or a product provider) offering support services to experienced financial planners in their endeavours to deliver quality advice to their clients in a profitable manner.
Our accredited authorised representatives provide quality financial advice to a broad range of clients, including small business, trustees of self managed superannuation funds and individuals seeking to improve their financial position thereby providing financial security for their families.
The principal and his colleagues have many years of industry experience offering a depth of knowledge and practical experience to financial planners.

The Managing Director who holds the Diploma of Financial Planning and the Certified Financial Planner accreditation has over 35 years experience in the financial services industry holding senior management positions in both large institutional financial planning organisations and small boutique practices.

Vision:

To be a dominant financial planning practice offering quality financial advice to clients, together with the provision of quality support services to experienced financial advisers to achieve their personal goals.

History:

The Complete Planner Pty Ltd ABN 48 077 994 104 holder of an Australian Financial Services Licence No 278161 was established in 2004 with the objective of supporting experienced financial planners with their business activities, In 2011 The Complete Planner Pty Ltd was issued an Australian Credit Licence No 278161 thereby expanding the business to incorporate mortgage broking services.

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