What you should know about Moneyplan Australia:
Moneyplan is a 32-year-old, self-licensed practice with two offices in Melbourne. We have 13 fantastic staff (3 of which are Directors and 5 are Financial Advisers) and believe they are the key to making our clients feel part of a family as well as giving them the peace of mind they crave. We have a great niche in providing Aged Care advice, through our Aged Care team, led by Evelyn Ali.
In addition to our retail client offering, and the strategic advice provided to all clients, we assist over 100 SMSFs and pride ourselves on our ability to source “value add” investment opportunities for these clients. We also take Centrelink authority for clients and complete all liaison with this body on our client’s behalf. More recently we have combined research powers with Bridgewood Private Wealth, taking our investment committee to 10 members, including Angela Ashton from Evergreen Asset Consultants. Moneyplan believes we are good at what we do, love what we do, and look forward to continuing to do, what we do.
Attendees:
David Russell, Financial Adviser and Director
Jayden Lenon, Financial Adviser
Evelyn Ali, Financial Adviser
Lauren Ainsworth
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