About us
iPlan Financial Services Australia Pty Ltd ABN 58 928 175 252 (iPlan) is a Corporate Authorised Representative and Credit Representative of iPlan Financial Services Pty Ltd ABN 70 122 979 140 (IFS). iPlan Financial Services Pty Ltd is the holder of an Australian Financial Services Licence and an Australian Credit Licence (AFSL/ACL No 311824). Individual advisers are authorised under IFS's licence to advise on and recommend financial products and credit products.
iPlan’s advisers and support team work very closely with our clients, because we know how hard it is to focus on the big picture, the goals and dreams when there are so many competing pressures of busy lives, increasing living costs, not having the knowledge or expertise to avoid the traps.
We only take on clients who are prepared to partner with us by being mutually accountable for the development of the strategies and the implementation thereof. Success only comes through diligence and discipline – we want you to succeed.
iPlan is a boutique financial planning firm. We know what works, and we are committed to building strong relationships with our clients, rather than adopt a transactional approach. We strive to be open and honest in all our dealings and we expect our clients to be the same. We understand that if we cannot add value to you, then we have no commercial basis for a relationship.
To learn more about iPlan Financial Services please see the brochure below: