All of OzPlan’s Authorised Representatives are experienced Financial Planners. Each Rep, however, also has a specialisation that they are particularly passionate about. Today we are going to find out what makes Greg Luscombe tick …

Financial Advice | Wealth Creation

Spotlight on Myles Martin – Authorised Rep

OzPlan’s Authorised Representative Myles Martin talks about why he loves being a financial planner and how he helps his clients.

Financial Advice | Wealth Creation

Spotlight on Vince Gagliardi – Authorised Rep

All of our Authorised Representatives are experienced Financial Planners. Each however, also has a specialisation that they are particularly passionate about. Today we are going to find out what makes Vince Gagliardi tick …

MB+M News | Wealth Creation

Spotlight on Bree Hanslow – Authorised Rep

All of our OzPlan Financial Services Authorised Representatives are experienced Financial Planners. Today we find out some more about Bree…

Wealth Creation

The importance of SMSF succession planning

Preparing for loss of capacity or death is vital for SMSF members. It’s important to ensure your trust deed is watertight.

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