Scott Stendrup - Senior Financial Adviser  Adv.Dip F.S. (FP), C.Dec, AFPA
Authorised Representative No. 310854 and Credit Representative No 393722 of iPlan Financial Services Pty Ltd

Scott is a Senior Financial Adviser and as such is responsible for  providing investment advice and strategies to his clients.  His role offers our clients depth in the services we provide. Scott is also currently studying for accreditation in Life Risk and Estate Planning Specialties.

Scott brings to iPlan a strong focus on client service and a proactive approach to business. Scott has applied the equivalent of iPlan’s wealth creation processes to his own personal finances and is confident in the ability of the plan to deliver results to clients over the long term.

Phillip Boys - Financial Adviser  Adv.Dip FS ( FP)

Authorised Representative No. 411649 and Credit Representative No 411651 of iPlan Financial Services Pty Ltd

As a Financial Adviser, Phil is responsible for assisting the Senior Financial Advisers in providing investment advice and strategies. His role offers our clients depth in the services we provide.

Darryl Murphy - Financial Adviser  BComm,Dip FS (FP)

Authorised Representative No. 410379 and Credit Representative No 410906 of iPlan Financial Services Pty Ltd

As an Financial Adviser, Darryl is responsible for assisting the Senior Financial Advisers in providing investment advice and strategies. His role offers our clients depth in the services we provide.

Katrina Webb – Paraplanner   BBus(Acc), BIT, DipFP 

As a Paraplanner, Katrina is responsible for the financial modelling, technical report writing and product assessment and application tasks.

Natalie Strong – Trainee Financial Adviser  BComm / BBus (Mgt)

As a Trainee Financial Adviser, Natalie is the first point of contact for clients and is responsible to ensure that the necessary technical and administrative support is delivered to the clients and advisers.

David Eather – Trainee Financial Adviser B.Bus (Finance)

As a Trainee Financial Adviser, David is the first point of contact for clients and is responsible to ensure that the necessary technical and administrative support is delivered to the clients and advisers.

Andrew Wilson – Practice Development Manager BBus (Acc), Dip FP
Authorised Representative No. 334913 and Credit Representative No. 405988 of iPlan Financial Services Pty Ltd

Andrew Wilson is an iPlan Senior Paraplanner, Systems Analyst and Compliance Manager and has been with iPlan since 2006.

Andrew has immense knowledge in all facets of wealth creation - debt structuring, cashflow management, taxation planning , super and retirement.

As a Practice Development Manager, Andrew also spends time overseeing and sharing his considerable skills with other iPlan Financial Advisers.

Michelle Calabro - Client Relationship Manager

Michelle's role as CRM is to ensure the client service levels are of such a standard that our clients are delighted with iPlan’s service. Michelle is also responsible for the efficient and accurate delievery of administrative and management support across all areas of the business. 

Michelle has been with iPlan since 2008 and has been in the banking and finance industry for over 9 years.

Melissa Peters - Receptionist

Melissa has been working in the banking and finance industry for over 4 years. As receptionist  Melissa’s  role is to support the  staff and  business with administrative duties.

Melissa has a strong client service commitment and  provides outstanding customer service.