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Our Team The iPlan network of advisers is committed to providing the highest level of service and professional advice. Every iPlan adviser undergoes continual professional development to stay abreast of current financial and investment issues and to ensure total compliance. As authorised representatives of IFS, advisers have the benefit of access to the full range of leading edge investment product, research and efficient administrative and compliance systems offered by IFS. Moreover, the iPlan network of advisers are continually reviewed, coached and monitored by our highly talented and experienced office team.
Authorised Representative of iPlan Financial Services Pty Ltd - Representative No. 239788 Grant Loechel is one of iPlan's Directors and a Senior Financial Adviser. Grant launched his financial planning career in the early 1990s and in the following years has earned a distinguished reputation for outstanding investment planning and advice. While the clients he has worked with over the years are too many to mention, the common thread is each and every client's delight in the financial solutions he implemented for them. Grant was also pivotal in the formulation of the iPlan solution - an innovative investment vehicle that allows people to free up more money for investment without unduly sacrificing their current lifestyles.
David Ward - Business Development Manager AFPA, FALA, JP (C.Dec) Authorised Representative of iPlan Financial Services Pty Ltd - Representative No. 239858 David Ward is one of iPlan’s Directors and a Business Development Manager . With more than two decades of industry experience behind him, David has built a formidable reputation as a committed financial planner. His breadth of knowledge in all facets of wealth creation - debt structuring, cashflow management, taxation planning and investment selection - is second to none. Testimony to this is the positive outcomes he consistently achieves for his clients. As Business Development Manager, David also spends time overseeing and sharing his considerable skill with other iPlan Financial Planners. David is a member of the Australian Lifewriters Association and the Financial Planning Association of Australia.
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.
Michelle is iPlan’s office manager and her role is to ensure the efficient and accurate delievery of administrative and management support across all areas of the business.
Authorised Representative of iPlan Financial Services Pty Ltd - Representative No. 352050
Authorised Representative of iPlan Financial Services Pty Ltd - Representative No. 239765
John Horgan has been a Financial Adviser for 8 years and has over 14 years' experience in senior management roles. John holds an Advanced Certificate in Business Management and has completed the Diploma and Advanced Diploma of Financial Planning with the Financial Planning Association of Australia. Having applied the iPlan process to his own personal finances over 15 years ago, John is testimony to the positive outcome the iPlan process delivers. John has considerable expertise in the areas of wealth creation, personal cashflow management, debt restructuring, taxation and investments. With this experience he works with our financial advisers to connect people together so their goals can be realised and financial needs met.
Tina has been working in the banking and finance industry for over 8 years. As client Relationship Manager Tina’s role is to ensure the client service levels are of such a standard that our clients are delighted with iPlan’s service.
As Managing Director , Eric oversees the running of the iPlan office. Eric is a chartered accountant and has 10 years experience in the Financial Planning industry. Eric is responsible for all financial and accounting functions of the iPlan group. Eric has been pivotal in the growth and leadership of Iplan.
Claire is responsible for the efficient management of iPlan’s processes and compliance.
Authorised Representative of iPlan Financial Services Pty Ltd - Representative No. 356302
As a Associate Adviser Steven is responsible for assisting the Senior Advisers in providing investment advice and strategies. His role offers our clients depth in the services we provide
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.
Authorised Representative of iPlan Financial Services Pty Ltd - Representative No. 334913
Andrew Wilson is an iPlan Senior Paraplanner and Systems Analyst, he has been with iPlan for over 4 years. Andrew has immense knowledge in all facets of wealth creation - debt structuring, cashflow management, taxation planning , super and retirement. As an iPlan Senior Paraplanner, Andrew also spends time overseeing and sharing his considerable skills with other iPlan Financial Advisers.
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Grant Loechel - Senior Financial Adviser 
Scott Stendrup - Senior Financial Adviser
Michelle Calabro - Office Manager
Yosha Steeghs – Associate Adviser
Tina Barker - Client Relationship Manager
Steven Bott – Associate Adviser
Melissa Peters - Receptionist
Andrew Wilson – Senior Paraplanner/ Systems Analyst/ IT Manager