Financial Planning

Get the Financial Advice you need

Patison Partners have a referral association with OzPlan Financial Services AFSL No 221235.

OzPlan provides the full suite of financial planning services to Patison Partners’ clients.

OzPlan is based in the Latrobe Valley and services clients throughout Gippsland. Glenn Setches and Lis Keilty are both Authorised Representatives of OzPlan Financial Services AFSL No 221235 and are responsible for providing the financial planning advice. They have a wealth of experience, and are therefore well placed to provide you with the best possible advice.

All advice provided by OzPlan Financial Services AFSL No 221235 is impartial, and the initial consultation is free and without obligation.

Disclaimer:
(a) Patison Partners are not responsible for advice provided by OzPlan Financial Services AFSL No 221235; and
(b) OzPlan Financial Services AFSL No 221235 are not responsible for advice provided by Patison Partners.

Warragul Office
61-63 Victoria Street
Warragul Vic 3820
03 5623 2276

Pakenham Office
3 Cook Drive
Pakenham Vic 3810
03 5941 3322

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