OzPlan Financial Services
OzPlan Financial Services AFSL No 221235 was founded in 1999. Eight professionals in the financial services industry decided to pursue a shared vision on behalf of their clients. This was to provide advice that is suitable to their needs, objectives and, above all personal.
OzPlan has absolutely no shareholders represented by financial institutions such as banks, fund managers, or superannuation funds. This means that the advice provided is based entirely on research and investigation, and is free from external influence.
The benefit to our clients is that OzPlan is able to stay faithful to their commitment to make recommendations that are both suitable to your needs and objectives to help you secure your financial future.
OzPlan has continued to grow strongly from its first day. There are now established offices throughout Victoria, to better serve clients. OzPlan, as their by-line states, provides advice “for every stage of life”.
Our OzPlan representatives are below:
Glenn Setches FCA, CFP
Financial Planner – Authorised Representative No 226943
Glenn has over 25 years of experience in financial planning, all of which has been gained with OzPlan Financial Services AFSL No 221235 and its predecessor firms.
Glenn’s expertise is in the areas of Financial and Retirement Planning, particularly in the formulation of Strategies around Superannuation and Centrelink entitlements.
Glenn prides himself on building long-lasting and close relationships with clients, some of whom have been with him since the commencement of his career. Glenn sees the trusted nature of the client relationship as a privilege.
Glenn enjoys watching football, particularly the Sydney Swans and spending time in his garden. He is an active member of Rotary.
Lis Keilty CA, CFP
Financial Planner – Authorised Representative No 226945
Lis Keilty has over 20 years of experience in financial planning, all of which has been gained with OzPlan Financial Services AFSL No 221235 and its predecessor firms.
Lis is a Self Managed Superannuation Specialist and also has expertise in and around Retirement Planning, Centrelink and Aged Care. Lis works hard to formulate Strategies to maximise a client’s Wealth in their Retirement.
The client has always been the main focus of Lis’ professional approach. She always works with the client’s needs as her main priority in all aspects of their financial wellbeing. Lis also prides herself on helping clients through all periods in their life (such as when the death of a loved one occurs) and assists clients ensuring their affairs run smoothly during difficult times.
Away from work, Lis is a hardworking and active member of the local community, serving as a Treasurer and Board Member in local sporting clubs and schools.
Click here to learn more about OzPlan Financial Services.